Individual Investing

Anson Blog

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 […]
June 14, 2017
Retirement

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 […]
June 9, 2017

The Ins and Outs of an IRA

An Individual Retirement Account (IRA) is an investment tool that allows individuals to save for retirement in a tax-advantaged way. It can hold many types of assets including stocks, bonds, mutual funds, and others. Where a 401(k) is generally provided by the company that one works for, the […]
June 2, 2017
Morningstar

Debunking the Mutual Fund Rating System

When choosing mutual funds for a portfolio, investors look for funds that have strong performances and good returns. Though returns can never be guaranteed in an ever-changing market, there are some common ways that investors can judge the quality of fund, one of the more popular being Morningstar’s […]
May 26, 2017
Target Date Fund

The Benefits of a Target Date Fund

Investors who have been automatically enrolled in their company’s 401(k) plan have a good chance of being placed in a Target Date Fund. TDFs are increasingly popular among 401(k) plans and can be a wise investment choice for participants of all ages. Though one of the benefits of […]
May 24, 2017

The Problem with Perceived Performance

When it comes to movements in the stock market, many investors want to believe that they can predict the future. They are tempted to switch asset classes based on perceived predictions of future performance, but the reality is that very little about the stock market can be accurately predicted. One […]
May 17, 2017

Should I Still Be Investing in Bonds?

The Federal Reserve has raised interest rates three times since the financial crisis in 2008, and many believe that this trend will continue. In a rising-interest rate environment such as this, bond values generally tend to decrease in the short-term. When inflation rises, the Fed generally raises interest […]