Samuel J. Sweitzer

Anson Blog

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 […]
August 23, 2019

Eight cybersecurity essentials to safeguard your financial data

Taking the anxiety out of getting hacked The simple click of a mouse can bring havoc to your financial situation. Having a secure plan to counteract cybercriminals is an essential part of your day-to-day life. It’s one of the most important things you can do to protect your personal financial […]
August 15, 2019

Eight Mistakes that can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no […]
August 6, 2019

Anson’s Monthly Planner | Q3 | August 2019

In this July recap: July was a positive month for stocks and a notable month for news impacting the financial markets.
July 24, 2019

Benchmarking Fees for 401(k) Plans [Updated for 2019]

Fee transparency has become a major focus of the Department of Labor in recent years
July 19, 2019

The Good, the Bad and the Ugly of the SECURE Act

Investors need to remain aware of the macro-trend lines when it comes to employment, housing, and manufacturing.
July 11, 2019

Macro-trends to Watch in the Second Half of 2019

Investors need to remain aware of the macro-trend lines when it comes to employment, housing, and manufacturing.
July 11, 2019

Anson’s Monthly Planner | Q2 | July 2019

In this Q2 recap: stocks rise, fall, and then soar, as the Federal Reserves shifts its thinking and new chapters unfold in the ongoing U.S. and China dispute