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Anson Blog

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. […]
April 9, 2018

5 Tips for Paying Off Debt

Around 80 percent of Americans have some form of debt, whether through credit cards, student loans, a mortgage or other types of consumer loans. If you’re one of them and you’re looking to pay off your debt fast, here are five tips you can act on now to […]
March 28, 2018
Millennial

To Those Twenty-Somethings Out There: A Few Words On Feathering Your (Retirement) Nest

If you are in your twenties, you may think it’s too early to start planning for your retirement. Be assured, it’s never too early. Following are a few tips to consider in planning to feather your nest and nurture your nest egg.  1) Calculate your monthly expenditures and […]
March 22, 2018

Veterans – Are You Missing Out On Hidden Benefits?

Little Known Veteran Benefits That You Could Be Overlooking: After his grandfather died more than a decade ago, Lamarr Couser and his family were caught by surprise when the funeral director asked whether the World War II veteran was covered by a life insurance policy from the Department […]
March 12, 2018

Owner-Only Businesses Might Benefit From a Solo 401(k)

The Solo 401(k) A retirement savings vehicle designed for the smallest businesses. Provided by Sam Sweitzer, CFA   A solo 401(k) lets a self-employed individual set up a 401(k) plan combined with a profit-sharing plan. You can create one of these if you work for yourself or for […]
March 6, 2018
Written Retirement Plan

Put Your Retirement Plan in Writing

Why You Want a Retirement Plan in Writing Putting a strategy down in writing may help you define just what you need to do.   Provided by Sam Sweitzer, CFA, Anson Analytics   Many people save and invest vaguely for the future. They know they need to accumulate […]
March 1, 2018

Alternatives for College Funding

Funding College for your kids can be a challenge. Take a look at some of these different funding alternatives that can help you save for their education.
November 14, 2017

The Impact of Compounding Interest

Potentially one of the most important pieces of fundamental investment knowledge is that of compounding interest. A concept thought to have originated as early as the 17th century, there are detailed equations used to compute it but compound interest can simply be explained as “interest on interest”. When […]
October 4, 2016

All Investment Advisers Are Not Created Equal

When choosing a retirement plan for your company, it is important to also carefully choose an investment professional to help you make the right choices. As the company, or plan fiduciaries, it is your responsibility to select, and monitor, an investment adviser that complies with ERISA responsibilities. It […]
October 4, 2016

How Emotions Kill Investments

REACTIVE INVESTING IN A MARKET CIRCLE The idea behind investing is simple: buy low and sell high. Easy, right? Insert irrational, emotional human beings and things get a little more complicated. When we allow emotions to impact our investing, leading to reactive decisions instead of staying steady, the […]