retirement

Anson Blog

September 25, 2019

Bonding with your portfolio

Nearly all investors realize the importance of diversification to the investment process. Many may not be as familiar with the importance of asset allocation— dividing your portfolio into the appropriate mix of stocks, bonds, and cash. Although assets can also include real estate (homes, vacation homes, and rental […]
September 19, 2019

All about inflation: Your purchasing power in retirement

You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really affect your retirement savings? Let’s explore. In simple terms, inflation is defined as an increase in the general level of […]
September 12, 2019

Your changing definition of risk in retirement

During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing funds,” even though you knew past performance does not guarantee future results. What occurs with many retirees is […]
August 15, 2019

Eight Mistakes that can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no […]
July 3, 2019

Investing in Your Vacation

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

What the news ignores about retirement for baby boomers

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

Bursting Asset Value Illusions Before It’s Too Late

Know which assets will serve you best in your retirement future.
June 7, 2019

4 Actions to Take If You’re Retiring in 2020

Recent headlines have added volatility to the markets. As an investor and retirement saver, how much will this turmoil matter to you in the long run?
September 27, 2018
Debunking a Few Popular Retirement Myths

Debunking a Few Popular Retirement Myths

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 […]
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 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 […]