Quick Takes on Investing in Today’s Market
Anson Blog
July 3, 2019
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
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
Know which assets will serve you best in your retirement future.
May 23, 2019
Some small businesses may not be prepared to benchmark processes and continuously look for and reject unacceptable investments and those associated fees.
May 16, 2019
When interest rates start to climb, will these be the CDs to own? Step-up certificates of deposit (also called rising-rate CDs) are fixed-income investments with a bit of wiggle room.
May 9, 2019
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 […]
May 1, 2019
When weather forecasts are inaccurate, we can usually change our plans with little consequence in the greater scheme of things. When economic forecasts are inaccurate, however, the consequences may be more significant. While making financial decisions does involve some guesswork, an educated guess—even with elements of uncertainty—may be better than making a decision with no forecast at all.
April 24, 2019
If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons.
September 27, 2018
Debunking a Few Popular Retirement Myths It seems high time to dispel some of these misconceptions. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few. “When I’m retired, I won’t really have to invest anymore.” Society still […]
June 12, 2018
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 If you’ve been looking into a second mortgage, there’s a good chance you’ve received outdated advice.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. […]
Keep Calm, Stay Invested