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Quarterly Newsletter


The latest 401(k) Today Quarterly Newsletter

Real reason for optimism. About that light at the end of the tunnel, it might not be the headlight of the locomotive after all.

Predicting market is anyone's guess. Black Swan this, Black Swan that. It seems like the term "Black Swan" is on everyone's lips these days and is even in the title of a John Bogle speech.

For '08, rethink investments. With respect to considering this year's investment strategy, I feel like I'm in one of those submarine movies where the speakers are crackling, "Dive. ... Dive!"

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2008:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr
2007:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr
2006:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr
2005:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr
2004:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr
2003:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr
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2000:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr
1999:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr

Articles


We never stop working to offer the best advice to our clients. That’s why Stephen Butler has written numerous articles and been quoted extensively.

Access to Steve’s weekly columns in the Contra Costa Times is just a fingertip away!

Steve’s Latest Columns …

May 12, 2008 - Downsizing life's rich expectations
Lets assume, for a moment, that we are headed into a period of time when we may all have to be a little less self-indulgent.

May 5, 2008 - Saving better than earning
Ben Franklin was apparently a big fan of nudity and wrote about the value of what he called "air baths." He's more commonly known, however, for being one of the earliest champions of the personal growth movement spouting aphorisms about getting to bed early, eating apples, and pointing out that "a penny saved is a penny earned."

April 28, 2008 - Ayn Rand and Alan Greenspan
Some prankster must have pasted a Post-it note saying "kick me" on the back of Alan Greenspan's shirt.

April 17, 2008 - Correction: House beats stock market
Last week's column compared the performance of residential real estate with a comparable investment in the Dow Jones industrial average. My e-mail was just sizzling on Monday morning thanks to several readers who pointed out that my math had failed to take leverage into consideration.

April 8, 2008 - Homeownership versus stocks
A few of my friends have now received that well-publicized letter from the Bank of America telling them that their home equity line of credit has been, let's just say, "expunged from the records."

April 1, 2008 - Pick your own large-cap stocks
The late Muktananda was a swami in Emeryville back in the '70's who taught me some meditation techniques along with a mantra that went "oohm, neva, shevaya."

March 31, 2008 - Social security as an investment
The farmer who was asked why his pig had a prosthetic leg said, "Because we're saving the rest of him to eat later."

March 17, 2008 - Book sheds light on taxing issues
David Cay Johnston is a Pulitzer prize-winning New York Times reporter and author of the book "Perfectly Legal" that chronicled the way in which the wealthiest U.S. citizens have avoided taxation.

March 3, 2008 - Real reason for optimism
About that light at the end of the tunnel, it might not be the headlight of the locomotive after all.

 

401(k) News

 

The Internal Revenue Service has announced the annual cost-of-living adjustment of various dollar limits for qualified retirement plans.

 

Benefit News

 

Check here for the latest news and information regarding Healthcare, Flexible Benefit Plans, Pre-Tax Commuter Expense Reimbursement Programs, and COBRA.

Mandatory changes for debit cards effective January 1, 2008.

Three Myths of a Single Payer Health Care System

 

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