Posts by Erika Baldwin
Global Commentary Q3
Overview During the third quarter there were dramatic swings in the markets. For a two-week period the S&P 500 index dropped by 8%, only to rebound and end the quarter at new highs.[1] Three key factors drove this market volatility. First, technology stocks surged fueled by investments in artificial intelligence (AI).[2] However, third-quarter earnings for…
Read MoreSeptember Update – What We’re Watching
IRS Rates | September 2024 [1] Applicable Federal Rate Applicable Federal Rate (“AFR”) is the lowest interest rate allowed by the IRS without having a loan be deemed a gift. The purpose of this restriction is to prevent gifts being disguised as loans (i.e., parents “loan” kids $1MM at 0.00% rate). When AFR rates are low,…
Read MoreThe AI Revolution & Its Impact on the Investment Landscape
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
Read MoreJune Update – What We’re Watching
IRS Rates | June 2024 [1] Applicable Federal Rate Applicable Federal Rate (“AFR”) is the lowest interest rate allowed by the IRS without having a loan be deemed a gift. The purpose of this restriction is to prevent gifts being disguised as loans (i.e., parents “loan” kids $1MM at 0.00% rate). When AFR rates are low,…
Read MoreMay Update – What We’re Watching
IRS Rates [1] | May 2024 Applicable Federal Rate Applicable Federal Rate (“AFR”) is the lowest interest rate allowed by the IRS without having a loan be deemed a gift. The purpose of this restriction is to prevent gifts being disguised as loans (i.e., parents “loan” kids $1MM at 0.00% rate). When AFR rates are…
Read MoreAnchor Appoints Director of Client Development
Anchor Capital Advisors Appoints Director of Client Development Anchor welcomes Daniel P. Cronin to the firm’s Private Client Division Boston, MA – April 15, 2024 – Anchor Capital Advisors LLC welcomes Daniel P. Cronin, Director of Client Development, as the latest addition to its private client team. Daniel brings with him over 25 years of…
Read MoreApril Update – What We’re Watching
IRS Rates [1] | April 2024 Applicable Federal Rate Applicable Federal Rate (“AFR”) is the lowest interest rate allowed by the IRS without having a loan be deemed a gift. The purpose of this restriction is to prevent gifts being disguised as loans (i.e., parents “loan” kids $1MM at 0.00% rate). When AFR rates…
Read MoreMarch Update – What We’re Watching
IRS Rates [1] | March 2024 Applicable Federal Rate Applicable Federal Rate (“AFR”) is the lowest interest rate allowed by the IRS without having a loan be deemed a gift. The purpose of this restriction is to prevent gifts being disguised as loans (i.e., parents “loan” kids $1MM at 0.00% rate). When AFR rates are…
Read MoreBeyond the Basics – Taking Full Advantage of Your 529 Plan
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
Read MoreAnchor Welcomes New Private Client Advisor
Anchor Capital Advisors Expands Private Client Group The firm is excited to welcome Patrick A. Fischoeder, Private Client Advisor Boston, MA – February 20, 2024 – Anchor Capital Advisors LLC proudly welcomes Patrick A. Fischoeder to its private client team as a Private Client Advisor. With a career spanning over three decades, Patrick brings considerable…
Read MoreUnderstanding & Addressing an Estate Tax Liability
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
Read MoreMitigating Potential Illiquidity Risk
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
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