Posts by Erika Baldwin
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,…
Read MoreAnchor 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…
Read MoreGlobal 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…
Read MoreDecember 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…
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…
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