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May 16, 2019

Step-Up CDs

When interest rates start to climb, will these be the CDs to own? Step-up certificates of deposit (also called rising-rate CDs) are fixed-income investments with a bit of wiggle room.
May 1, 2019

Understanding the Basics of Economic Forecasting

When weather forecasts are inaccurate, we can usually change our plans with little consequence in the greater scheme of things. When economic forecasts are inaccurate, however, the consequences may be more significant. While making financial decisions does involve some guesswork, an educated guess—even with elements of uncertainty—may be better than making a decision with no forecast at all.
April 24, 2019

Why DIY Investment Management Is Such a Risk

If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons.
September 27, 2018
Debunking a Few Popular Retirement Myths

Debunking a Few Popular Retirement Myths

Debunking a Few Popular Retirement Myths It seems high time to dispel some of these misconceptions. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.   “When I’m retired, I won’t really have to invest anymore.” Society still […]
June 12, 2018

Are Second Mortgages Still a Good Idea After the Tax Changes?

Are Second Mortgages Still a Good Idea? If you’ve been looking into a second mortgage, there’s a good chance you’ve received outdated advice. That’s because the tax changes effective beginning in 2018 eliminate some deductions for second mortgage interest and make second mortgages less attractive in some situations. […]
June 5, 2018

Can Socially Responsible Investing Be Both Good and Profitable?

Is a “Socially Conscious” Portfolio Sustainable? Is it possible to make money as a company or an investor and at the same time be environmentally, socially and corporately responsible? While the bottom line still reigns supreme, the idea of investors taking a negative screen of their portfolio is becoming […]
May 30, 2018

Security Concerns When Storing Data in the Cloud

How secure is your data when it’s stored in the cloud?   As cloud storage becomes more common, data security is an increasing concern. Companies and schools have been increasing their use of services like Google Drive for some time, and lots of individual users also store files […]
May 22, 2018

The Terms of Real Estate Investing

Real Estate Investments A Deeper Look Have you ever considered investing in real estate? As with all types of investments, there are risks and time horizons that may or may not be consistent with individual goals and objectives.  Usually held as part of a larger portfolio and often […]
May 15, 2018

What is Value Investing?

Value Investing and Today’s Portfolio A Key to Understanding This Investment Philosophy   Every consumer likes a good bargain, particularly value investors, who seek out stocks trading for less than their intrinsic value. By choosing companies the market has undervalued, or investing in mutual funds with similar objectives, […]
May 9, 2018

The Importance of Participant Education in Retirement Plans

In today’s complicated and complex investment world, there is a strong need for active participant education to be included in a company’s retirement plan. According to a recent JP Morgan study:   68% of participants know they are not saving enough for retirement, saying that their 2015 contributions were […]
April 24, 2018

The Three Retirement Savings Choices You Need To Make

Answering three simple questions can help you make the retirement savings choices that will put you on the right path. We’ve all been there: scratching our heads wondering what to do with all the retirement savings accounts. Too many choices can be overwhelming, until you step back and […]
April 18, 2018

A Retirement Gender Gap

Why a middle-class woman may end up less ready to retire than a middle-class man.  Provided by Sam Sweitzer, CFA, Anson Analytics   What is the retirement outlook for the average fifty-something working woman?  As a generalization, less sunny than that of a man in her age group. […]