Global Commentary Q2

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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Backdoor Roth Contributions

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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June Update – What We’re Watching

IRS Rates | June 2025 [1] Applicable Federal Rate   The Applicable Federal Rate (“AFR”) is the lowest interest rate allowed by the IRS before a loan is deemed a gift. The purpose of this restriction is to prevent gifts from being disguised as loans (i.e., parents “loan” kids $1MM at 0.00% rate). When AFR rates…

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Roth Conversions

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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Owning and Gifting Real Estate

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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March Update – What We’re Watching

IRS Rates | March 2025 [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,…

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Anchor Welcomes Newest Member of the Private Client Team

Anchor Welcomes Newest Member of the Private Client Team Anchor Capital Advisors Welcomes John E. LeVangie as Wealth Strategist to the Private Client Team   Boston, MA – February 20, 2024 – Anchor Capital Advisors is pleased to announce the addition of John E. LeVangie to our Private Client Group as a Wealth Strategist. John…

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Global Commentary Q4

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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December Update – What We’re Watching

IRS Rates | December 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…

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The 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…

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June 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,…

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May 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…

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