Anna Wilkes

Anna Wilkes is a financial content strategist who lives in Monticello, Florida. She is excited to bring investment information to a broad audience and empower everyday people to plan for their future.

📍 Monticello, FL

5 Ways Your Small to Midsize Business Could Benefit from a 401(k)

It’s a given that a large company operates differently than a small, growing business. However, many small to midsize business owners don’t realize that some of the benefits big companies offer to their employees are available to them as well, like employer-sponsored retirement plans. While they’re often

Prudent use of cryptocurrency as a 401(k) Diversifier

A cornerstone of portfolio management is diversification. Modern Portfolio Theory recommends that investors invest in multiple assets, while considering these assets’ expected returns, risk, and correlations. When done prudently, a diversified portfolio can help employees improve expected returns while lowering overall portfolio volatility. Because of their low correlation to traditional

How China’s Ban is Leading to Greener Crypto

In September of 2021, news that China was banning the trade of cryptocurrency within its borders hit the airwaves, and many investors grew uncertain of how this would affect decentralized currency in the rest of the world. Just a few months prior to this ban, in April of 2021, it

2022 401(k) Compliance Calendar

This year, start your company’s 401(k) planning off right by familiarizing yourself with relevant deadlines and expectations before they creep up on you. Though many of the deadlines for various forms and reports are the same as last year, there are a couple of dates that have changed

How to Keep Crypto Assets Safer

Security has been a key point of discussion regarding cryptocurrency since it first launched in 2008. For many people, one of the main factors that keeps them from investing in cryptocurrency is a concern that their assets might not be truly safe. The common logic is that a digital currency

How the Newest Legislation Could Help You Save for Retirement

Most recent political news in the United States is punctuated by divisiveness and conflict. Fortunately for average Americans, however, there appears to be bipartisan support in the U.S. legislature for several measures that could assist people to save for retirement more effectively. In 2019, the Setting Every Community Up

401(k) and Cryptocurrency

2021 Year-End Crypto Retrospective

2021 was a big year for cryptocurrency. While market fluctuations were particularly noteworthy this past year, a lot of the biggest news for crypto in 2021 went beyond updates on the coin prices themselves. Pioneers in the crypto sector have brought exciting new features, and crypto has begun to gain

What Does the Research Say about Crypto Investments?

Though cryptocurrency is a relatively new investment option for the public compared to other assets, many people have already made up their minds that it’s too unstable to be part of a long-term investment strategy. However, many institutions and governments are beginning to integrate cryptocurrency into their financial spheres,

Creating a Greener Crypto Economy

Since the launch of Bitcoin in 2008, cryptocurrency has seen a meteoric rise. Once thought of as the domain of the dark web only, cryptocurrency has become one of the fastest-growing investment avenues in the world, and has been embraced by investors from numerous demographics, as well as by entire

Fight the “Great Resignation” with the Alt401(k)

In the latter half of 2021, a trend of mass-resignation in the workforce has been the subject of numerous viral posts, and this widespread messaging has become a source of worry for employers as resignations continue to increase. Seemingly every day, another job-walkout post goes viral, typically featuring a screenshot