Posts Tagged ‘401k tips’

Caution Remains Our Focus as Corporate Sales, Earnings Continue to Lag
It took the United States over two hundred years (1789-1991) to accumulate its first $1 trillion in public debt. From that point, we have added an average of $600 billion to the total annually; in the fiscal year just ended, the Federal government added over $1.9 trillion to our future burden.

Remember Irrational Exuberance? – We think it is back!

At the end of March, we told clients in our newsletter that “more gains were possible over the next six months.” From April through September, the S&P 500 generated returns seen in only two other periods over the last 40 years.

Market Gains Continue Despite Growing Red Flags
Stock market gyrations are a part of life. So is investment behavior in reaction to those swings. Huge market declines like we have suffered until recently chased many participants out of equity funds. And the huge rally we have seen…

Another Market Rally, “All is, well, not so well! Do not get us wrong – we are happy for plan participant who have suffered through quarter after quarter of negative returns.

Almost every type of stock fund went up significantly in the second quarter of 2009. Benefitting from the falling dollar, foreign stocks…

Most stock funds up double digits this quarter; Foreign funds gain 30% or more
At the end of February, we wrote the following in our newsletter:

Changes in inflation remain largest danger to stock prices
Investors across the board enjoyed the benefits of the largest stock market rally in over fifteen years in April. Balanced portfolio grew by 7% in the month…

Almost half of the losses from January and February are erased, more gains possible over the next few quarters

Stocks around the world fall over 10% in February: Losses approach 19% for 2009

Much like 2008, retirement plan investors are finding no place to hide their money during this steep market decline.