Investment Fundamentals

Anson Blog

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 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.
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 […]
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 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 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 […]