Samuel J. Sweitzer

Anson Blog

July 3, 2019

Investing in Your Vacation

Salespeople talk about “leaving money on the table.” Well, employees leave vacation on the table. And the cost to us is significant.
June 27, 2019

What the news ignores about retirement for baby boomers

For the past 20 years, retirement savings rates have tanked. In 2018, the average savings rate was 6.3% of total income — nowhere near the suggested rate of 15% to 20% that we recommend. These startling numbers contradict with the envisioned daydream of a carefree retirement.
June 21, 2019

Bursting Asset Value Illusions Before It’s Too Late

Know which assets will serve you best in your retirement future.
June 7, 2019

4 Actions to Take If You’re Retiring in 2020

Recent headlines have added volatility to the markets. As an investor and retirement saver, how much will this turmoil matter to you in the long run?
May 30, 2019

Keep Calm, Stay Invested

Recent headlines have added volatility to the markets. As an investor and retirement saver, how much will this turmoil matter to you in the long run?
May 9, 2019

Asset Protection at a Glance

Plain and simple, asset protection planning is complex and requires the assistance of expert tax and legal counsel. In this litigious society, where it is not uncommon for citizens to sue each other over the most trivial of issues, people are rightly concerned with becoming the target of […]
July 5, 2017

Investing in International Markets

International markets are defined as markets within countries that have developed economies, and they can be strong investing opportunities. According to data by Morningstar for the year 2016, around 46% of the total developed world stock market capitalization was international (not in the United States). When investors fail […]
July 3, 2017
ERISA 404(c)

The Nuances of ERISA 404(c)

Section 404(c) of the Employee Retirement Income Security Act (ERISA) can be detrimentally misunderstood. Though many plan sponsors claim to be covered under it, not everyone fully understands how to implement it correctly. If not well understood, the gaps left can leave plan sponsors open to legal challenges. […]
June 28, 2017

The Strategy of a Diversified Portfolio

One of the most common views among investment professionals is that a diversified portfolio is key in reaching long-term financial goals. The aim is to invest in different areas of the market that would react differently to the same event. Therefore, investors who diversify are likely to lower […]
June 26, 2017
Written Retirement Plan

6 Components of a 401(k) Investment Policy Statement

Though not technically required by the Department of Labor, an Investment Policy Statement offers 401(k) plan sponsors well-defined criteria and principles for prudently overseeing the operations of their plan. The IPS document can provide policies for investment selection and monitoring as well as be the guide by which […]
June 22, 2017

Stock Market Roller Coaster

The stock market is characterized by continual upward and downward movements. Though generally unpredictable in terms of length and timing, these rotating periods of contraction and expansion are inevitable. Periods of contraction are defined by the stock market value of an asset declining from its peak by 10% […]
June 19, 2017

Is Sector Investing Right for Me?

Sector investing is an investment strategy that can potentially lead to high returns and strong diversification in a portfolio. While it can offer great potential, it can come with great risk too.  Gaining insight into the different sectors and how they have historically correlated with each other can […]