Quick Takes on Investing in Today’s Market

Anson Blog

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 […]
March 6, 2018
Written Retirement Plan

Put Your Retirement Plan in Writing

Why You Want a Retirement Plan in Writing Putting a strategy down in writing may help you define just what you need to do.   Provided by Sam Sweitzer, CFA, Anson Analytics   Many people save and invest vaguely for the future. They know they need to accumulate […]
March 1, 2018

Alternatives for College Funding

Funding College for your kids can be a challenge. Take a look at some of these different funding alternatives that can help you save for their education.
November 14, 2017

The Impact of Compounding Interest

Potentially one of the most important pieces of fundamental investment knowledge is that of compounding interest. A concept thought to have originated as early as the 17th century, there are detailed equations used to compute it but compound interest can simply be explained as “interest on interest”. When […]
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 […]
June 14, 2017

Withdrawal Risk in Retirement

When an investor reaches retirement, there are many changes and adjustments to be made. One of those changes is transitioning from actively earning money to drawing from the money that has been saved for retirement through a portfolio or other investments. When considering how income will be supplied […]