Anchor 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 More

April 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 More

March 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 More

Beyond 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 More

Anchor 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 More

Understanding & 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 More

Mitigating 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…

Read More

Tax Diversification Across the Balance Sheet

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 More

Anchor Appoints New Director of Research

Anchor Capital Advisors Appoints New Director of Research Former Anchor Equity Analyst, Stephanie K. Moroney, rejoins firm to drive thorough leadership in the firm’s research processes. Boston, MA – October 16, 2023 –Anchor Capital Advisors, LLC, a $7.4 billion* RIA based in Boston, Massachusetts, appointed Stephanie K. Moroney as Director of Research. Ms. Moroney was…

Read More

Massachusetts Enacts Tax Relief Package

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 More

Understanding the Qualified Small Business Stock Exclusion

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 More

How A Capex Supercycle Could Benefit Value

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 More