Samuel J. Sweitzer

Anson Blog

January 25, 2022

Anson’s Quarterly Planner | January 2022

The stock market kicked off the fourth quarter with a powerful rally in October and added to those gains into November until investors were blindsided by news of the emergence of a new COVID-19 variant, Omicron.
October 1, 2021

Anson’s Quarterly Planner | October 2021

Overcoming rising Delta variant infections, a slowing economic expansion, and growing inflation worries, stocks raced through the course of the first two months of the third quarter ...
September 1, 2021

Anson’s Monthly Planner | September 2021

Signs of an improving labor market, strong corporate earnings, and more clarity from the Fed on its tapering plans propelled stocks to multiple record highs during August.
July 1, 2021

Anson’s Quarterly Planner | July 2021

The second quarter began by building on the first-quarter's gains, with stretches of sideways trading and incremental increases that led to multiple record highs over the course of the three months.
April 1, 2021

Anson’s Monthly Planner | April 2021

Stocks posted solid gains due to improving economic conditions and widening vaccination programs. However, tech and high-growth stocks played a limited role in the rally.
February 1, 2021

Anson’s Monthly Planner | February 2021

A short-term correction won't change the market's long-term positive outlook.
January 1, 2021

Anson’s Monthly Planner | January 2021

Global equity markets pulled back in October, turned in some astonishing returns in November, performed admirably for the month of December and closed out the fourth quarter of 2020 with new record highs.
September 25, 2019

Bonding with your portfolio

Nearly all investors realize the importance of diversification to the investment process. Many may not be as familiar with the importance of asset allocation— dividing your portfolio into the appropriate mix of stocks, bonds, and cash. Although assets can also include real estate (homes, vacation homes, and rental […]
September 19, 2019

All about inflation: Your purchasing power in retirement

You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really affect your retirement savings? Let’s explore. In simple terms, inflation is defined as an increase in the general level of […]
September 12, 2019

Your changing definition of risk in retirement

During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing funds,” even though you knew past performance does not guarantee future results. What occurs with many retirees is […]
September 5, 2019

The Magic of Advisor Collaboration

Face-to-face encounters are vital to innovation and the exchange of ideas. The strength of the best advisor-client relationships is a collaborative spirit. Clients bare their financial and personal lives to an advisor: That dumb investment you made in your friend’s ice cream parlor, the huge mortgage you took […]
August 28, 2019

Leaving a Legacy

For millions of Americans, “charity begins at home.” Many have decided to make a difference by donating money to local religious, educational, social, or cultural organizations. In addition to the immense satisfaction that comes from giving to others, charitable giving can provide tax benefits for the donor and […]