Quick Takes on Investing in Today’s Market
Anson Blog
March 12, 2018
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
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 […]
November 14, 2017
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 3, 2017
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 26, 2017
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
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 14, 2017
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 […]