Quick Takes on Investing in Today’s Market

Anson Blog

June 12, 2018

Are Second Mortgages Still a Good Idea After the Tax Changes?

Are Second Mortgages Still a Good Idea? If you’ve been looking into a second mortgage, there’s a good chance you’ve received outdated advice. That’s because the tax changes effective beginning in 2018 eliminate some deductions for second mortgage interest and make second mortgages less attractive in some situations. […]
June 5, 2018

Can Socially Responsible Investing Be Both Good and Profitable?

Is a “Socially Conscious” Portfolio Sustainable? Is it possible to make money as a company or an investor and at the same time be environmentally, socially and corporately responsible? While the bottom line still reigns supreme, the idea of investors taking a negative screen of their portfolio is becoming […]
May 30, 2018

Security Concerns When Storing Data in the Cloud

How secure is your data when it’s stored in the cloud?   As cloud storage becomes more common, data security is an increasing concern. Companies and schools have been increasing their use of services like Google Drive for some time, and lots of individual users also store files […]
May 22, 2018

The Terms of Real Estate Investing

Real Estate Investments A Deeper Look Have you ever considered investing in real estate? As with all types of investments, there are risks and time horizons that may or may not be consistent with individual goals and objectives.  Usually held as part of a larger portfolio and often […]
May 15, 2018

What is Value Investing?

Value Investing and Today’s Portfolio A Key to Understanding This Investment Philosophy   Every consumer likes a good bargain, particularly value investors, who seek out stocks trading for less than their intrinsic value. By choosing companies the market has undervalued, or investing in mutual funds with similar objectives, […]
May 9, 2018

The Importance of Participant Education in Retirement Plans

In today’s complicated and complex investment world, there is a strong need for active participant education to be included in a company’s retirement plan. According to a recent JP Morgan study:   68% of participants know they are not saving enough for retirement, saying that their 2015 contributions were […]
April 24, 2018

The Three Retirement Savings Choices You Need To Make

Answering three simple questions can help you make the retirement savings choices that will put you on the right path. We’ve all been there: scratching our heads wondering what to do with all the retirement savings accounts. Too many choices can be overwhelming, until you step back and […]
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 […]