Anson’s Monthly Planner | Q3 | August 2019
Benchmarking Fees for 401(k) Plans [Updated for 2019]
July 24, 2019
Eight Mistakes that can Upend Your Retirement
August 15, 2019
Download the August newsletter here
Q3| August 2019
Anson’s Monthly Planner Description
Every quarter, we combine the latest information about the economy as well as updates from our office at Anson Analytics.
In this planner, we report on:
- July Recap and Economic Update
- The Good, the Bad, and the Ugly of the SECURE Act
- A Genetic Test to Spot Health Risks
Samuel J. Sweitzer
Founder and President of Anson Analytics, Inc. - an RIA firm specializing in Research Based Investment Management for Corporate Retirement Plans and Private Investors. Sam is a Chartered Financial Analyst (CFA) and currently serves as Anson's Chief Investment Officer. Sam resides in South Metro Atlanta with his wife and two daughters.
