Skip to content
Ancora
  • Client Portal
  • About
    • Get More with Ancora
    • The Ancora Advantage
    • The Ancora Team
  • Family Wealth
    • Family Valued
    • A Holistic Approach
    • The Right Financial Plan
    • Investment Management
    • Personalized Service
  • Asset Management
    • Built to Perform
    • Equity
      • Dividend Value Strategy
      • Ancora/Thelen Small Mid Cap Strategy
      • Ancora/Thelen Small Cap Core Strategy
      • Micro Cap Strategy
    • Fixed Income
      • Intermediate Aggregate
      • Short Aggregate
    • Mutual Funds
      • Ancora Dividend Value Equity Fund
      • Ancora/Thelen Small Mid Cap Fund
      • Ancora MicroCap Fund
      • Ancora Income Fund
    • Alternatives
  • Retirement Plans
    • Grow with Us
    • Plan Management
    • Our Management Process
  • News & Insights
  • Contact

News & Insights

As Stocks Enter Correction, Focus on Company Fundamentals

Articles, 17 May 2022
by David Sowerby, CFA

Staying on the Right Track

Articles, 17 May 2022
by John Micklitsch, CFA CAIA

Revisiting Grantor Retained Annuity Trusts

Articles, 17 May 2022
by Howard Essner, JD

What You Should Know About Proposed IRA Regulations

Articles, 14 Mar 2022
by Howard Essner, JD

Insurance Q&A: Don’t Need Your IRA? Consider This Estate Planning Strategy

Articles, 14 Mar 2022
by Richard T. Heffern

Planning Q&A: Inflation, Forward-Looking Returns and the Planning Process

Articles, 14 Mar 2022
by Michael Santelli, CFA, Vanessa Mavec King, CFP®

Is the Fed Behind the Curve on Inflation?

Articles, 10 Dec 2021
by Kevin Gale

Cybersecurity Best Practices

Articles, 10 Dec 2021
by Joe Spidalieri

Tax Policy Update: September 2021 Tax Proposals

Articles, 17 Sep 2021
by Howard Essner, JD

Rethinking the 60/40 Asset Allocation Mix

Articles, 17 Sep 2021
by Richard Renner

What to Consider When Making Long-Term Care Plans

Articles, 16 Dec 2020
by Andy Baszuk, Vanessa Mavec King, CFP®

Is There a GRAT in Your Future?

Articles, 11 Sep 2020
by Howard Essner, JD
Page 1 of 2 | Next
  • © 2022 Ancora
  • Disclosures
  • Form ADV AA
  • Form ADV AAlts
  • Form ADV FWA
  • Form ADV RPA
  • Press
  • Careers
  • LinkedIn
  • Twitter