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Smart401k Blog

A Week in the Rearview – week ending 1/29/10

January 30th, 2010

In the headlines

A look at some of the market movers over the past week:

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Building a Football Team & an Investment Strategy – Are They Similar?

January 26th, 2010

Once again the Super Bowl is upon us and my beloved Kansas City Chiefs are watching from home.  But I have hope.  Recently the organization secured two of the top coordinators available — Charlie Weis will be the new offensive coordinator and Romeo Crennel will be the new defensive coordinator.  These are the same individuals that contributed to the Patriots’ three Super Bowl victories from 2001-2004.  For the first time in a decade, I feel like there is a strategy in place and it’s designed to get the Chiefs to the ultimate destination – a Super Bowl victory.

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A Week in the Rearview – week ending 1/22/10

January 23rd, 2010

In the headlines

A look at some of the market movers over the past week:

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A Week in the Rearview – week ending 1/15/09

January 16th, 2010

In the headlines

A look at some of the market movers over the past week:

  • Bankruptcy looks likely for Japan Airlines
  • More bad news could be ahead in Dubai as Barclays won the first foreclosure case in the country
  • Populist outrage is at a boil again as Wall Street banks get ready to dole out massive bonuses
  • Continuing its efforts to stay on top of inflation, China raised banks’ reserve ratio

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A Week in the Rearview – week ending 1/08/10

January 9th, 2010

In the headlines

A look at some of the market movers over the past week:

  • Novartis set the wheels in motion to buy the rest of Alcon
  • Warren Buffett made waves by speaking out against Kraft’s battle to acquire Cadbury
  • In the wake of the financial crisis the banking landscape in the U.K. continues to shift
  • Credit Suisse became the target in a $24 billion lawsuit over its lending practices

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Common 401(k) Pitfalls – Advanced Distribution Strategies

January 6th, 2010

In the last installment of Common 401(k) pitfalls, I discussed an investor’s options for their 401(k) when they leave an employer.  In this installment, I thought I would go into a little more depth and cover some a couple of lesser known distribution strategies.  The first is a strategy used to withdraw money prior to age 59 ½ without penalty and the second involves company stock.

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A year in the rearview – 2009

January 4th, 2010

In the headlines

The year’s biggest news:

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A Week in the Rearview – week ending 12/24/09

December 25th, 2009

In the headlines

A look at some of the market movers over the past week:

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What You Need to Know – Capital Gains & Tax Loss Harvesting

December 23rd, 2009

Last year I wrote about two topics that received extra attention from our members, capital gains and tax loss harvesting. Because we are coming to the end of the year I thought it would be a good idea to reiterate how you can use capital gains and tax loss harvesting in your favor at tax time.

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Did You Make the Naughty or Nice List This Year?

December 22nd, 2009

Regular readers of the blog will know that I have a three-year-old son.  As we prepare for Christmas, I recently learned about one of the greatest tools a parent can have – making sure my child knows the difference between naughty and nice as it relates to Santa’s willingness to bring him presents.  Every time I remind him that only ‘nice children get presents’ he quickly reverts to his usual well-mannered behavior.

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