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A ticking time bomb: Owning company stock
October 30, 2008

A crisis that started in Seattle is likely to spread across the country in the coming months as thousands of Washington Mutual employees come to grips with the money they lost because they held the bank’s stock in their 401(k) accounts. That stock became worthless when the bank failed late in September.

 

Is now the time to rebalance?
October 27, 2008
A reader recently emailed to ask whether he should rebalance his IRA, which had strayed quite a bit from his intended allocation and risk level. Long before this year’s steep market decline, he had carefully determined that his IRA should be invested 60 percent in equity funds and 40 percent in fixed-income funds. Recently he calculated that the account balance was 45 percent equity and 55 percent fixed-income.
Our Lazy Portfolio (as written about at MarketWatch.com)
October 22, 2008

When is being lazy good? Ask MarketWatch columnist Paul Farrell.  Here are his portfolio suggestions, and how our portfolio stacks up against other buy and hold or "lazy" portfolios.

Lazy Portfolio Update

Buying And Holding - Still A Good Idea?
October 16, 2008

Updated November 7th, 2008

Let’s not mince words. The stock market lately has been pretty ugly. In more than 40 years helping people with their money, I don’t think I’ve been through a tougher period than this one. As I write this, the major U.S. stock indexes have dropped about 40 percent in the past year.

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