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Anson Blog

May 23, 2019

Is Your Company’s 401(k) Plan as Good as It Could Be?

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

Step-Up CDs

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

Asset Protection at a Glance

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 […]
April 24, 2019

Why DIY Investment Management Is Such a Risk

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.
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 If you’ve been looking into a second mortgage, there’s a good chance you’ve received outdated advice.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. […]
May 9, 2018

The Importance of Participant Education in Retirement Plans

In today’s complicated and complex investment world, there is a strong need for active participant education to be included in a company’s retirement plan. According to a recent JP Morgan study:   68% of participants know they are not saving enough for retirement, saying that their 2015 contributions were […]
April 18, 2018

A Retirement Gender Gap

Why a middle-class woman may end up less ready to retire than a middle-class man.  Provided by Sam Sweitzer, CFA, Anson Analytics   What is the retirement outlook for the average fifty-something working woman?  As a generalization, less sunny than that of a man in her age group. […]
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 12, 2018

Owner-Only Businesses Might Benefit From a Solo 401(k)

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 […]