Posts by Erika Baldwin
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 MoreAnchor 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 MoreMassachusetts 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 MoreUnderstanding 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 MoreHow 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 MoreComparing Donor-Advised Funds and Private Foundations
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 MoreEnhanced Retirement Benefits & The SECURE Act 2.0
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 MoreCOLD: NYSE
The views expressed below are those of Anchor Capital Advisors, LLC (‘‘Anchor’’) as of the date written and are subject to change at any time. They are based on our proprietary research of the stated company and the following is a summary of the primary factors that support our beliefs and rationale for investing in…
Read MoreAnchor Expands Private Client Group
Anchor Capital Advisors Expands Private Client Group Firm is excited to welcome Cameron R. Rahbar, CFP®, Wealth Strategist Boston, MA – July 28, 2022 – In an ever-evolving world with increasing complexity, we must take steps to grow and deliver new capabilities for our clients. With that in mind, we want to introduce Cameron Rahbar,…
Read MoreRenewable Energy
Overview A combination of factors drove Anchor’s increased focus on the utility sector and renewable energy space. First, after the Paris Agreement was signed in 2016 we observed a major shift in sentiment and a heightened global response to reducing carbon emissions. The stock prices of companies in certain industries like energy and utilities –…
Read MoreRising Rates Can Be Good For Value
With the expectation for increased stimulus, stronger economic activity and higher interest rates, Value has outperformed Growth since 4Q20 Chart 1: The Rotation is Real Since November of 2020 value has outpaced growth As COVID restrictions ease and the economy reopens value is poised to continue to benefit relative to Momentum stocks As the recovery…
Read MoreSmall Caps and Recessions
“It’s been an ideal period for investors: A climate of fear is their best friend. Those who invest only when commentators are upbeat end up paying a heavy price for meaningless reassurance. In the end, what counts in investing is what you pay for a business – through the purchase of a small piece of…
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