Individual Investing

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 If you’ve been looking into a second mortgage, there’s a good chance you’ve received outdated advice.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 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, […]
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 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 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.
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 […]