Samuel J. Sweitzer
Anson Blog
January 25, 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
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
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
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
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
A short-term correction won't change the market's long-term positive outlook.
January 1, 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
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
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
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
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
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 […]