Posts Tagged ‘Grinkmeyer and Leonard Wealth Management’

Death Cometh for the Greenback

Friday, October 30th, 2009

by Joseph E. Stiglitz
10.27.2009
From the November/December issue of The National Interest.

THE DOLLAR is in trouble. That’s clear, and it’s been true for a while.

The cornerstone of the global economic system has long been the greenback. In the aftermath of the Vietnam War and the oil shocks that brought on inflation, the value of the dollar relative to other currencies could not be maintained, so countries moved away from pegging their currencies to America’s. But still, the almighty dollar was used by countries all over the world for their reserves. The reserves provided backing for the currency and the country. They were a bank account that could be drawn upon in times of need. If oil prices shot up, a crop failed or lenders demanded their money back, there was a stockpile of money that could be used.

There was a longtime confidence in the dollar, even more when then–Chairman of the Federal Reserve Paul Volcker brought down inflation in the early ’80s. The dollar was a good “store of value.” And the fact that others were willing to hold American dollars was a big advantage to the United States—it could borrow cheaply abroad.

To assure the dollar’s standing, by the ’90s, America officially had a strong-dollar policy. Speeches by then–Secretary of the Treasury Robert Rubin affirmed our determination to maintain the value of the dollar. And for much of the period, the dollar was indeed “strong.” But it had little to do with the speeches, though I sometimes suspect not only that the secretary of the treasury but also the financial markets thought so.

For the past eight years, the dollar has increasingly become less revered. Its value has been volatile. As the rest of the world saw the United States struggling with a failing war and soaring budget deficits, many who had large dollar holdings began to reduce those reserves (or increase them less than they otherwise would have). All this put downward pressure on the dollar. And thus began the first signs of a vicious circle. The strength of the dollar is becoming riskier and riskier. The growing U.S. deficit and the ballooning of the Federal Reserve’s balance sheets leave many worried that in their wake will come inflation, undermining the long-term attractiveness of the U.S. currency.

In this article, I try to explain why the dollar is in trouble, but ask—should we care? What are the consequences? I will suggest that, for the most part, and for most Americans, it is probably a good thing. But the adjustment to a lower value of the dollar will not necessarily come easily. One of the consequences—already under way—is the fraying of the dollar-reserve system. I argue that a move to a global reserve system would be good for the United States, and good for the world.

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Three Issues 401(k) Trustees Often Overlook

Thursday, July 30th, 2009

Over the past twenty-four months the debate has heated over whether the 401(k) plan is still a viable investment vehicle for America’s retirement savings. Obviously, recent stock market conditions have created additional concerns as to whether plan sponsors are doing their job. Since we are on the front lines every day, we’ve compiled a list of three things we often see plan trustees overlook.

Investment Policy Statement (IPS) – The Department of Labor does not require a written IPS. However, case law has dictated that a lack of an Investment Policy Statement can show evidence of a violation of the Prudent Man Rule. Additionally, your IPS should outline clear standards for choosing investments, how investments are monitored, watch list investments and replacement triggers.

Quantitative and Qualitative Investment Process – As part of your ongoing investment monitoring process, ERISA guidelines suggest the need for a quantitative and qualitative process when evaluating investments and managers. Often times, plan sponsors rely on tools that account only for risk adjusted returns. Remember, the Department of Labor judges fiduciaries on the processes they follow, not the results that are achieved (performance).

Broad Array of Investment Selection – Often times we encounter plan sponsors who feel they’re meeting this requirement because of the number of investments they offer their participants. However, you must ask yourself, “Can my participants truly build a diversified portfolio?” To answer this question, you must understand the research behind asset allocation models. If your plan offers less than 13 choices (excluding target date or asset allocation investments), your employees are likely missing out on some very important opportunities.

If you don’t know whether you’re adequately addressing these areas, visit us at www.retirementplanpros.com to learn more about how we can help you fill gaps in your existing retirement plan.

About Grinkmeyer and Leonard Wealth Management
Grinkmeyer and Leonard Wealth Management is an industry leader in helping to provide focused, full-service defined contribution consulting services to employers looking for efficient, effective strategies for their retirement plans. We seek to help numerous employers just like you to maximize plan efficiency, minimize fiduciary risk, increase participation and diversification, boost investment possibilities, and improve the overall plan experience. Grinkmeyer and Leonard Wealth Management is a proud member of Retirement Plan Advisory Group, one of the largest independent consulting networks in the U.S. Learn more at www.retirementplanpros.com.

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