Thu 11 Aug 2005
Thanks, but no thanks, America. Your consumer spending has kept the economy growing at a healthy clip, but now you’ve gone too far. The United States’ already pathetically low savings rate has hit 0% in June 2005, putting us on track for a year with savings below 1% (yup, that includes retirement savings such as 401(k)s). That’s the lowest since the Great Depression.
“Now wait just one FOMC meeting,” you say. “That figure doesn’t include capital gains from equities like real estate and stocks!” Right you are, but America’s irresponsible use of this equity is setting us up for disaster. People are taking out home equity loans to tap into the rising values of their houses. That’s not a horrible idea if you’re using it to make reasonable improvements to your home or some other purchase with a decent return on investment. But cars and other luxuries? Idiocy. Even worse are those who are buying their homes using interest-only loans or 105% loans because it’s all they can afford. If the house value drops in this arguably bubblicious market, you’re screwed. When interest rates go up (and they will go up), you’re screwed.
Don’t set yourself up to be screwed. You need emergency money on hand for disasters that come up. You’ll do the economy no good if you’re unable to pay your bills and file for bankruptcy (which, by the way, is harder to do now thanks to Congress). I wouldn’t be opposed to getting a home equity line of credit (HELOC) that you don’t use except in an emergency. A HELOC is like a credit card, so you’re not required to take out money like you would with a home equity loan.
And for the love of… whoever, start saving for retirement. You are a moron if your company provides a 401(k) match and you’re not participating in it. I can’t think of many things more idiotic. Young people are the worst as only 37% of those eligible for 401(k) plans take advantage of it. Unbelievable. You’d do well to start an IRA as well. I like the Roth variety as it allows tax-free withdrawals (that will be larger than the original taxed contributed amount), but there are resources out there to help you choose between the traditional and Roth IRAs. I can’t stress enough that you HAVE to start early. The earlier you start the less you have to put in later in life. If tough times prevent you from being able to contribute when you’re in your 40s, you’ll be OK because you’ve let that compounding give you a head start.
Compounding brings me to my last point, which is not to fear the stock market. I really think Democrats do a disservice when they carelessly talk about how dangerous it is for individuals to invest their Social Security money in the stock market. Mind you, I agree with them when it comes to deferring guaranteed money into personal accounts, but without clarification it sounds like they’re dismissing stocks as being too risky for retirement. WRONG! Speculation is one thing. Investment is another. The more you learn about investment and the more you learn about markets in general, the more you’ll understand why the stock market is nothing like gambling. An S&P 500 index fund is the safest bet (and outperforms the vast majority of managed funds in the long run), but if you’re willing to do the research, individual stocks can’t be beaten for return (and it’s fun).
Do America a favor. Do yourself a favor. Do your family a favor! Don’t set yourself up for disaster. Bad times will come, and you need to be prepared. I’m not trying to be alarmist here, I simply know that almost everyone encounters some financially trying situation in their lives. Plus, American economic dominance won’t last forever. Standards of living could stagnate or even retract as the global economy moves towards equilibrium. Make sure you’re living as far below your means as you can stand. You might miss out on that sexy new iPod, but you’ll thank yourself later.
August 11th, 2005 at 2:46 pm
Damn, I’m screwed. I already bought the sexy new iPod.
Does living below your means include cutting out good beer? Are you living at all without good beer?
I hope you’ll have mercy when I show up at your door, Duc. Legal advice as rent?
But in all seriousness, I must admit I’m one of those who distrusts investing, and it may be more out of ignorance than anything, as you suggest. There is potentially more risk, which is one reason I like Eliot Spitzer… his shtick about protecting the unrefined investor carries weight, as does his language about internalizing market externalities, which is an important economic concept. I’d be happier if he would put his neck out on the line for certain other issues, however. If folks like Spitzer can create a safe environment for the common, unrefined investors looking to save for their retirement, then maybe I’ll feel better.
August 11th, 2005 at 3:05 pm
If you’re an up and coming lawyer looking to pull down mad bank, I wouldn’t worry about buying iPods!
But seriously, you’re right. The actions Spitzer and other people have taken lately make the markets more transparent, and that’s extremely important. It’s actually one reason people like to invest in the U.S.: the amount of information that a public company has to make available is unmatched anywhere else (as far as I know).
But as Enron and Worldcom showed us, as transparent as things seem to be, bastards will always find a way to hide things. So certainly you need to be careful. And be diversified. Nobody should fill their 401(k) with company stock. The “eggs in one basket” philosophy applies to all things in life. But anyway, at least those mega-disasters have caused new laws and scrutiny to come into place, making it a tiny bit harder to get away with it.
August 12th, 2005 at 12:25 pm
Everything that I’ve read on investing has always said “Invest early!”. People think “stocks” and they think “risk”. It’s not that it’s an invalid fear, but I guess most don’t realize that they are in complete control of that risk. There are many mutual funds available where risk is very low. Generally companies let you pick from 3 to 4 different mutual funds to use with your 401k (not to mention company stock and others). Throw some money in there (tax free) and let it grow. Plus when companies match, THAT’S FREE MONEY!!! There is no other way to say it. My company matches 50% of the first 8% that I contribute. So I put in 8% and I get 12%. Plus it grows! I give the company $2 and they put $3 into the 401k choices that I made. (Choices I guess are scary, but a half hour of research (that the companies make easily available) allow you to make informed decisions.) Why people would not take advantage of these offers is totally beyond me.
July 21st, 2008 at 4:23 pm
Seroquel xr….
Seroquel xr….