…And Finally.

In reviewing the previous post, does it remind you of the income disparity that exist between men and women?  It is well known that when it comes to earnings, women earned 77 cents for every $1 earned by men according to Income, Poverty, and Health Insurance Coverage in the United States: 2008.  After a divorce, women usually end up suffering greater economic challenges when compared to divorced men.

So what do the 25  corporations receiving a combined total of just over $4.5 Billion in tax refunds while their CEOs average take home pay was in excess of $16 million and our elected officials in Washington advocate reducing taxes for the wealthy and corporations have to do with women who earn less than men?

Nothing, I just thought I’d ask.

Chief Executive Salaries vs. Taxes

Thought I’d share this little gem from The Atlantic today: 

25 CEOs Who Earned More Than Their Companies Paid in Taxes

By Sarah Anderson and Sam Pizzigati

At least 25 CEOs earned more than their companies paid in income taxes in 2010, according to a new report from the Institute for Policy Studies. Exclusive to The Atlantic, the authors explain their findings and why they matter.

This month, 40,000 Verizon strikers went back to work without a new contract. But their strike hit a nerve. Most Americans cannot understand why Verizon workers should have to spend up to $3,000 more for their family’s health care while the company’s top five execs have walked off with a quarter-billion dollars in personal pay over the past four years.

If that seems outrageous, just wait. Verizon Inc, got a refund in corporate income taxes in 2010, paid for by U.S. taxpayers. That makes Verizon’s CEO Ivan Seidenberg one of at least 25 chief executives in the country who earned more in compensation than their company paid in corporate income taxes in 2010.

Today, the Institute for Policy Studies released a report on CEO pay in America. Our research this year uncovered an astounding fact: Of last year’s 100 highest-paid chief execs, 25 took home more in CEO pay than their company paid in 2010 federal income taxes. Here they are:

Chief Executive Salaries vs. Taxes

Stanley Black & Decker

CEO: John Lundgren

Executive Compensation, 2010: $32,570,596

U.S. Corporate Income Taxes Paid, 2010: -$183 million

Ford

CEO: Alan Mulally

Executive Compensation, 2010: $26,520,515

U.S. Corporate Income Taxes Paid, 2010: -$69 million

Chesapeake Energy

CEO: Aubrey McClendon

Executive Compensation, 2010: $21,044,952

U.S. Corporate Income Taxes Paid, 2010: $0

Aon

CEO: Gregory Case

Executive Compensation, 2010: $20,783,301

U.S. Corporate Income Taxes Paid, 2010: $16 million

Bank of New York Mellon

CEO: Robert Kelly

Executive Compensation, 2010: $19,379,257

U.S. Corporate Income Taxes Paid, 2010: -$670 million

Coca-Cola

CEO: John F. Brock

Executive Compensation, 2010: $19,114,318

U.S. Corporate Income Taxes Paid, 2010: $8 million

Verizon

CEO: Ivan Seidenberg

Executive Compensation, 2010: $18,126,854

U.S. Corporate Income Taxes Paid, 2010: $-705 million

Dow Chemical

CEO: Andrew Liveris

Executive Compensation, 2010: $17,739,490

U.S. Corporate Income Taxes Paid, 2010: -$576 million

Prudential Financial

CEO: John Strangfeld

Executive Compensation, 2010: $17,187,028

U.S. Corporate Income Taxes Paid, 2010: -$722 million

Ameriprise

CEO: James Cracchiolo

Executive Compensation, 2010: $16,252,851

U.S. Corporate Income Taxes Paid, 2010: -$224 million

Honeywell

CEO: David Cote

Executive Compensation, 2010: $15,216,953

U.S. Corporate Income Taxes Paid, 2010: -$471 million

General Electric

CEO: Jeff Immelt

Executive Compensation, 2010: $15,199,762

U.S. Corporate Income Taxes Paid, 2010: -$3.2 billion

Allegheny Technologies

CEO: Patrick Hassey

Executive Compensation, 2010: $14,978,587

U.S. Corporate Income Taxes Paid, 2010: -$47 million

Chief Executive Salaries vs Taxes

Mylan laboratories

CEO: Robert Coury

Executive Compensation, 2010: $14,975,235

U.S. Corporate Income Taxes Paid, 2010: -$73 million

Wynn Resorts Ltd

CEO: Steve Wynn

Executive Compensation, 2010: $14,615,779

U.S. Corporate Income Taxes Paid, 2010: $0

Capital One Financial

CEO: Richard Fairbank

Executive Compensation, 2010: $14,850,675

U.S. Corporate Income Taxes Paid, 2010: -$152 million

Marsh & McLennan

CEO: Brian Duperreault

Executive Compensation, 2010: $14,038,187

U.S. Corporate Income Taxes Paid, 2010: -$90 million

Boeing

CEO: Jim McNerney

Executive Compensation, 2010: $13,768,019

U.S. Corporate Income Taxes Paid, 2010: $13 million

Motorola Systems

CEO: Gregory Q. Brown

Executive Compensation, 2010: $13,732,802

U.S. Corporate Income Taxes Paid, 2010: $7 million

Nabors Industries

CEO: Eugene Isenberg

Executive Compensation, 2010: $13,537,486

U.S. Corporate Income Taxes Paid, 2010: -$138 million

Qwest Communications

CEO: Edward Mueller

Executive Compensation, 2010: $13,446,399

U.S. Corporate Income Taxes Paid, 2010: -$14 million

Cablevision Systems

CEO: James Dolan

Executive Compensation, 2010: $13,320,691

U.S. Corporate Income Taxes Paid, 2010: -$3 million

Motorola Mobility

CEO: Sanjay Jha

Executive Compensation, 2010: $13,016,126

U.S. Corporate Income Taxes Paid, 2010: $12 million

eBay

CEO: John J. Donahoe

Executive Compensation, 2010: $12,382,486

U.S. Corporate Income Taxes Paid, 2010: -$131 million

International Paper

CEO: John Faraci

Executive Compensation, 2010: $12,303,423

U.S. Corporate Income Taxes Paid, 2010: -$249 million

These 25 CEOs averaged $16.7 million each, well above last year’s $10.8 million chief exec pay average at America’s top corporations. Most of the companies these 25 CEOs ran actually came out ahead at tax time, collecting tax refunds from the IRS that averaged $304 million.

Although Verizon paid less in income taxes than its average customer paid in phone bills, the company broke no laws. America’s corporations spend hundreds of millions of dollars a year on lobbying, and they get a good return on their investments. They get tax loopholes — and plenty of them. Last year, Verizon shelled out $16.8 million to lobby federal lawmakers and another $18.7 million on contributions into the campaign accounts of their favorite federal politicians.

What can we do about all this? Maybe the people need some lobbying of our own. We need to press lawmakers to end the loopholes that let our Verizons lavish dollars on their executives — and their favorite pols — at the same time they’re stiffing Uncle Sam.

We also need to take the incentive out of corporate tax dodging. The financial reform bill Congress enacted last year actually takes a useful step in that direction. This legislation, known as Dodd-Frank, includes a provision that requires major corporations to reveal the ratio between what they pay their top exec and what they pay their “median,” or most typical, workers.

Corporate lobbyists let this disclosure mandate slip past them last summer. Now, they’re working to have the mandate repealed before federal regulators can put it into effect. What has corporations so worried about this disclosure mandate? If data on the pay gap between executives and workers became available by individual company, lawmakers could start leveraging the power of the public purse. They could, for instance, deny federal tax breaks or government contracts to companies that pay their CEOs over 25 times what they pay their workers.

A generation ago, few corporations paid their top execs much over 25 times what their workers were receiving. The ratio between CEO pay and average worker pay last year: 325.

_____

Methodology: The data in this report is based on the “Current U.S. taxes paid” reported in the tax footnote of corporate Form 10-Ks, filed annually with the Securities and Exchange Commission. All are available electronically at www.sec.gov. We exclude “deferred taxes” because these are amounts that may or may not be paid at some future date, but for which no payment is made in the current year. Among the “deferred taxes” are taxes theoretically owed on money sheltered in offshore tax havens. So long as those funds are kept offshore, tax payments can be deferred indefinitely. breakdown of revenue, assets, employees, and reported domestic net profit for clues to companies’ profit-shifting behavior.

Editor’s note: Snooping around the Internet, you might find these companies reporting different tax numbers. Verizon, for example, reported 14% effective tax rate in 2010. This figure includes deferred taxes that may be paid years down the road, IPS tax analyst Scott Klinger explaned. IPS looked only at taxes paid to the IRS in the year 2010 alone.

Executive compensation: Associated Press. Includes: salary, bonuses, perks, any interest on deferred pay that’s above market interest rates, and the value a company places on stock and stock options awarded during the year.

Traders vs. Investors – What now?

The market closed about 3.5 hours ago and since its close there have been, according to Google News, over 2,500 articles written about the market decline.  Not that such a significant decline is not news – it is, but to who?  Rather than add to DOW-MAGEDDON!!!  Sorry, I couldn’t resist…

I thought I would share a few definitions from Investopedia.com, an online investment encyclopedia.

Trader

What Does Trader Mean?
An individual who engages in the transfer of financial assets in any financial market, either for themselves, or on behalf of a someone else. The main difference between a trader and an investor is the duration for which the person holds the asset. Investors tend to have a longer term time horizon, whereas traders tend to hold assets for shorter periods of time in order to capitalize on short-term trends.

Investopedia explains Trader
One main problem with engaging in short-term trading is commission costs. Because traders frequently engage in short-term trading strategies to chase after profit; they often rack up large commission fees. However, an increasing number of highly competitive discount brokerages has made this cost less of an issue.

What Does Correction Mean?
A reverse movement, usually negative, of at least 10% in a stock, bond, commodity or index. Corrections are generally temporary price declines, interrupting an uptrend in the market or asset.

Investopedia explains Correction

A healthy market will correct from time to time.

10% is a correction and a 20% decline is a bear market.

Again, investors with a long-term outlook should view this market decline as par for the course and not panic.

Finally

Not to sound too political, but the long term economic challenges our nation is facing should transcend politics and should involve all individuals willing to address the hard questions with a since of compassion for the those of our population who have the least and are in need or will need assistant.  The decisions are not easy but if the solutions falls disproportionately on the backs of the middle class, poor, and disenfranchised, then I fear we truly will lose our AAA ratings in the world.

The Debt Ceiling Debate – Priceless!

Recently, I had a couple of discussions about the current debt ceiling debate and the potential impact on our clients’ investment portfolios.  One discussion was via email with a media person looking for an “individual investor’s” perspective and the other was a conversation with a client.  Despite the discussions being with different people with very different objectives, the question was basically the same – “should there be reason for concern.”?

Okay, so I’m going to go out on a limb and share what I said to both about being “concerned” – ‘no, I don’t think so….’  It wasn’t that succinct, but it was close. Basically, I explained that our clients’ portfolios are allocated with a client’s long-term goals in mind and that if done right, we’re not reactionary when faced with a market “crisis.”  Additionally, we advise our clients to avoid getting caught up in some of the noise and panic emanating out of Washington and the financial channels.

Our client asked if I thought the market would drop 5000 points come August 2nd.  While her question was perhaps meant to exaggerate a potential market decline, it underscored a more serious question of whether or not she should liquidate her portfolio.    My response was that I didn’t think the market would drop 5000 points come August 2nd, but I did think the decision to sell her investments should be based more upon changes in her life and not a debt crisis.  I explained that if her financial goals involved using some of her money within a year or two, then my advice would be that she keep those funds in a cash (equivalent) account irrespective of the debate currently taking place in Washington.  Simply put, we can’t predict short-term swings in the market, so it’s best not to take on the risk.

I have been paying some attention to the debate, and I’ve come to the conclusion, it is unclear what will happen if the U.S. defaults.  Some economist might get it right and some might get it wrong as to the impact on our economy and capital, or maybe it will be resolved in the final minutes, and we’ll never find out.  Early on I believed it would be resolved and there would be a collective sigh until the next crisis.   I’m still cautiously optimistic.

Finally…

I have to admit watching the debate coming out of Washington is sort of like watching married couples argue about last month’s credit card spending once their statement arrives.  What makes it kind of weird is that the argument is about controlling future spending (which is legitimate) but tied to their future spending argument, they’re also arguing about whether or not to pay the current bill (the debt ceiling).   What do you think would happen if you called the credit card company and said, once your statement arrived, “I’m not going to pay for the charges I made last month, for I’ve decided to default on my bill.”?  Priceless!

Five myths about the debt ceiling – A Conversation with Bruce Bartlett

I stumbled upon this article in the Washington Post (online) and thought it was, by far,  one of the most honest conversations and description of the current debate about raising the debt ceiling.  You can read Bruce Bartlett’s article, “The Five myths about the debt ceiling” , which is short and sweet, but what follows is an online Q & A session he held shortly after the article was published. It’s pretty good and should be view as a conversation that transcends politics.

In his recent “Outlook” piece former adviser to Ronald Reagan Bruce Bartlett debunked five myths about the debt ceiling. In his piece he writes, “In recent months, the federal debt ceiling – last increased in February 2010 and now standing at $14.3 trillion – has become a matter of national debate and political hysteria. The ceiling must be raised by Aug. 2, Treasury says, or the government will run out of cash. Congressional Republicans counter that they won’t raise the debt limit unless Democrats agree to large budget cuts with no tax increases. President Obama insists that closing tax loopholes must be part of the package.”

 

Q.

National Debt Limit & Default?????

The tax payment to the US Treasury each month far exceeds the interest payment due, and is also sufficient to fund mandatory Federal Outlays. So why is there talk of default on the servicing of the National Debt when there are sufficient revenues to pay for it?

A.
Bruce Bartlett :

At some point the Treasury will have to decide whether to pay Social Security benefits or interest on the debt.

– July 11, 2011 11:07 AM
Q.

Debt ceiling

Why are the Republicans so militant now while they voted seven times to raise it during the tenure of George Bush ?
A.
Bruce Bartlett :

Obviously, because there is a Democrat in the WH.

– July 11, 2011 11:07 AM
Q.

Debt ceiling deadline is missed, What then?

The debt ceiling deadline has been missed three other times in history with the most recent being in 1971. Does missing this deadline now carry consequences greater than the other times?
A.
Bruce Bartlett :

The deadline was back in May. The Treasury is just fiddling with the books to prevent a legal breach of the debt ceiling.

– July 11, 2011 11:08 AM
Q.

Political Ideology

Why have you rejected conservatism in the last few years?
A.
Bruce Bartlett :

I still consider myself to be a conservative in the tradition of Edmund Burke, Russell Kirk and William F. Buckley. I don’t think most of today’s conservatives have any idea who those people were.

– July 11, 2011 11:09 AM
Q.

Debt Ceiling

So if the debt ceiling isn’t passed, President Obama can either spend money already appropriated and violate the law, or he can prioritize what debts to pay and violate the law by impounding moneys that have already been appropriated?
A.
Bruce Bartlett :

If the debt limit is not raised, the president will have to break the law by defaulting on the debt or not paying bills he is obligated by law to pay.

– July 11, 2011 11:11 AM
Q. Do tax cuts truly stimulate?
If 10 years of tax cuts are supposed to stimulate the economy and create jobs, where is that economy and where are those jobs?
A.
Bruce Bartlett :

The Bush tax cuts were economically worthless.

– July 11, 2011 11:11 AM
Q.

Reagan and the Right

Given that no less a luminary on the right than Ronald Reagan has spoken of the dangers about failing to raise the debt, why have conservatives forced us down the very dangerous road we’re currently on?
A.
Bruce Bartlett :

They are not driven by rational analysis, but by right wing dogma.

– July 11, 2011 11:12 AM
Q.

Ronald Reagan and the Modern GOP

Ronald Reagan used to say that he didn’t leave the Democratic Party, but instead the Party left him. If Reagan were alive today, would it be fair to say that the Republican Party has left him?
A.
Bruce Bartlett :

I think there is no possibility that Ronald Reagan could get the Republican nomination for dog catcher today.

– July 11, 2011 11:13 AM
Q.

Myth #5 and priortized spending.

In myth #5 you refer to “violation of laws requiring government spending” should the Obama administration “unilaterally slash spending to pay bondholders”. Could you cite your best single example of such a spending law, (preferably one enacted more recently than the debt limit law)?
A.
Bruce Bartlett :

The Congressional Budget and Impoundment Control Act of 1974.

– July 11, 2011 11:13 AM
Q.

Borrowing from Social Security; and how repaid, if ever done.

Are there any laws being proposed to limit the borrowing of Social Security funds? Is it true that these funds have been borrowed against in the past? And if so, were they ever repaid and how was that done? I feel there should be a firm law, even a constitutional law, that Social Security money not be touched to balance the budget or pay for wars, etc. This money removed from workers’ paychecks without their consent by law, and it is criminal that now the funds are in question.
A.
Bruce Bartlett :

Excess Social Security funds are invested in Treasury securities by law. Whether this is done inside or outside the Treasury is irrelevant.

– July 11, 2011 11:15 AM
Q.

From whence comes the will to work together?

Sir, On the morning after Speaker Boehner bails on an historic opportunity for a balanced approach to deficit reduction, we have the ideological tantrum throwers in charge. We have the lowest tax rates in 50 years, the most successful corporations in history getting huge, and unique, tax breaks, and the major source of income for wealthy people being taxed at a special low, low rate. But we want to cut everything that doesn’t go to a wealthy person. When has this ever worked outside an oligarchic dictatorship with a strong internal security force?
A.
Bruce Bartlett :

Historically speaking, the political situation today is not dissimilar to that in the late 19th century. Eventually, there was a liberal backlash and we had the Progressive Era. I suspect the same thing will happen again, but I don’t know when or how.

– July 11, 2011 11:17 AM
Q.

5 myths about the deficit

Recently the 14th Amendment argument that failure to raise the debt ceiling would be unconstitutional (and therefore the President has the duty to order the Treasury to continue to issue debt) has become mainstream among legal experts. Yet Obama has dodged questions on this, and Geithner has been unequivocal that the 14th Amendment does NOT give the President such powers. This is very curious: ALL presidents, without exception, have ALWAYS used very generous (not to say dubious) readings of the Constitution to stretch the powers (particularly war powers –see Libya). Why in this one case does Obama make an exception? Is he a stealth Republican?
A.
Bruce Bartlett :

Unfortunately, in my view, Treasury has rejected the constitutional option as legally unsound. Therefore, as  a practical matter, the issue is dead.

– July 11, 2011 11:19 AM
Q.

financial advisement

a recent NYT article said that Obama has no financial advisors at this time – why is this and who is making decisions if not economists? isn’t that dangerous?
A.
Bruce Bartlett :

He still has financial advisers. But he has lost most of the group that started with him at the beginning of his presidency. This is normal turnover.

– July 11, 2011 11:20 AM
Q.

Why have a debt ceiling?

If congress can just move the debt ceiling up or down as it sees fit, why have a debt ceiling at all? Wouldn’t it just be easier to eliminate the ceiling?
A.
Bruce Bartlett :

I testified to that effect before the Senate Financial Committee 10 years ago. Bob Rubin, Alan Greenspan and others have called for abolition of the debt ceiling. But members of Congress like it because it allows them to vote for spending increases and tax cuts that increase the deficit and then pretend to be fiscally conservative by voting against the debt limit.

– July 11, 2011 11:22 AM
Q.

Republican Plan

Obama has done a pretty good job of showing he is willing to compromise. If the gov’t shuts down because of Republican intrasigence and you are a GOP senator or representative, what do you tell people back home if social security checks don’t go out in August, or there is no money to pay military salaries?
A.
Bruce Bartlett :

Blame Obama. What else?

– July 11, 2011 11:22 AM
Q.

Debt Limit

Could you explain, for those that aren’t aware, why this is dramatic? Not raising the debt ceiling could more than double our outlays due to a rise in interest rates, could it not?
A.
Bruce Bartlett :

Interest rates on T-bills are literally close to zero.

– July 11, 2011 11:23 AM
Q.

Debt ceiling

Mr. Bartlett, Your book about the huge Medicare drug costs that President George W. Bush pushed the Congress to accept was very interesting. Do you believe that Obamacare will really save any money for the US taxpayer or just add more levels of bureaucracy to the system?
A.
Bruce Bartlett :

The Affordable Care Act was not designed to reduce spending. It’s purpose is to expand health insurance coverage without increasing spending.

– July 11, 2011 11:24 AM
Q.

“Obviously, because there is a Democrat in the WH.”

I think that’s a factor but not the only one. From my reading about the GOP freshmen, the tea partiers, a great many of them seem to have little experience in any sort of lawmaking, and little knowledge in economics beyond the home or small-business level. They don’t seem to realize that government economics doesn’t work the same way. Instead of a coherent philosophy on the size of government, they espouse simple reactionary stances as if they ran for office as protest candidates. That’s my impression, anyway, and whatever the cause, it’s sad that this faction is holding the mainstream GOP and the government hostage to prove a point.
A.
Bruce Bartlett :

I think the vast bulk of Tea Party members are ignorant fools when it comes to understanding how government really operates. I have thought so for 2.5 years and see no reason to change my opinion.

– July 11, 2011 11:25 AM
Q.

Global Economy

I’ve read that rating firms in China having been factoring-in an increasing rate of US default risk. When scanning Chinese news publications, economic growth is visible and tangible in cities, roads, bridges, and services… The US, however, seems to be decaying in all areas ranging from public infrastructure to even nursing home care. Would just the act of increasing the debt ceiling at this point, signal to the global market that the US has lost the ability to manage public funds?
A.
Bruce Bartlett :

I think it is a tragedy that we have allowed our public infrastructure to deteriorate so badly. But Republicans universally seem to feel that all infrustructure spending is nothing but wasteful pork.

– July 11, 2011 11:27 AM
Q.

John Boehner

Is it to say that John Boehner has lost control of the room, at least with respect to his Republican colleagues?
A.
Bruce Bartlett :

He never had control in the first place. Increasingly, he looks like a figurehead, just like the last Republican speaker, Dennis Hastert.

– July 11, 2011 11:28 AM
Q.

Voter backlash?

Which political party do you think will experience the greater backlash at the polls in 2012?
A.
Bruce Bartlett :

I think Obama is in more danger of losing his base at the moment. If he supports a lot of social spending cuts a lot of Democrats are going to think they might as well have a Republican in the WH.

– July 11, 2011 11:29 AM
Q.

debt ceiling

“Specifically” who benefits from failure to raise the debt ceiling?
A.
Bruce Bartlett :

Those who shorted government bonds, like Eric Cantor.

– July 11, 2011 11:30 AM
Q.

from what i’ve read

no other country has a ‘debt ceiling’ limit anyway. and it seems to be just a farce. but we REALLY need these discussions. doing what we have been doing will lead to a disaster.

A.
Bruce Bartlett :

It’s true that no other country has a debt limit. I’ve checked with S&P about this.

– July 11, 2011 11:30 AM
Q.

Ignoring the debt ceiling

Can you describe the process for enforcing the debt ceiling statute? Let’s say that Treasury chooses to continue to make debt service payments as the Constitution requires after the ceiling is exceeded. What is the enforcement action? Is it a lawsuit against the POTUS? Who brings such a suit?
A.
Bruce Bartlett :

Good question. Some legal scholars argue that even if the Treasury’s action was illegal no one would have standing to sue to stop it.

– July 11, 2011 11:31 AM
Q.

debt ceiling

If payments are delayed for months instead of days what happens to interest rates?
A.
Bruce Bartlett :

If there is a default of any duration there is a great danger that the entire financial system will freeze up. Higher interest rates will be the least of our problems.

– July 11, 2011 11:32 AM
Q.

Opposition

Can you think of a time when a majority party was so opposed to raising the debt ceiling?

A.
Bruce Bartlett :

No

– July 11, 2011 11:32 AM
Q.

Revenue Increases?

Given the Republicans opposition to raising revenue do you expect President Obama is going to settle for a deal without revenue increases; will some Republicans will settle for closing tax loopholes, or are is the gap so vast that we’re going to see the nightmare scenario (no agreement to raise the debt ceiling) play out?
A.
Bruce Bartlett :

I don’t see any possibility of Republicans agreeing to so much as one cent of tax increases. I expect Obama to fold.

– July 11, 2011 11:33 AM
Q.

Administration responses

What do you think about administration responses to questions about ignoring or bypassing the debt ceiling in order to honor US debt? Has there been any official reponse that reflects their opinion about this?

A.

Bruce Bartlett :

It’s been rejected by Treasury.

– July 11, 2011 11:34 AM
Q.

Spending Priorities

Bruce: Is it correct that if interest on the national debt is paid first from incoming receipts no default occurs on 2 August? Then like a household all other expenses are paid in priority of importance. The House of Representatives gets to do the prioritizing. Would not this be the answer to Republican dreams of cutting spending?
A.
Bruce Bartlett :

It’s more complicated than that. For one thing, the Treasury needs $500 billion in new cash next month to repay bonds that are maturing.

– July 11, 2011 11:35 AM
Q.

Polarization in politics.

Bruce, I am of the latter generation of “gen y” and wanted to get your input regarding the future of American politics. Can one assume that the overall integration of ideas in the political arena will not be as polarized as they are now when the “young folks” step in?

A.
Bruce Bartlett :

Young people have little influence on politics because they don’t vote. Old people have all the power because their numbers are large and growing and they vote in large numbers.

– July 11, 2011 11:36 AM
Q.

Where will it lead too?

Mr. Bartlett, Are we headed for a default (if so for how long). Or will the Republicans finally come around and sign a sane agreement to raise taxes on the wealthy. Things really do not look good here.
A.
Bruce Bartlett :

My assumption is that either Obama will cave to Republican demands or both sides will agree to a temporary rise in the debt limit while talks continue through the August break.

– July 11, 2011 11:37 AM
Q.

we don’t need more progressives

we need to stop the federal govt from being so large. it’s crazy. the federal government has proven over the years how horrible and inefficient it is. how lousy central planning is. leave things to the states – not the best solution, but better than what we have, which is utter disaster. why should i have to send money to the feds (in form of taxes) so they can dole out money to the states? it makes NO sense.
A.
Bruce Bartlett :

The debt limit has nothing whatsoever to do with the size of government.

– July 11, 2011 11:37 AM
Q.

Future interest rates

If the debt limit is not raised, what are the estimates as to what the new interest rate would be on our debt?
A.
Bruce Bartlett :

The estimates I have seen suggest an immediate rise of about six tenths of a percent across the board.

– July 11, 2011 11:38 AM
Q.

Parity and the Bush Tax Cuts

Bruce: Thanks for trying to thread the needle here. However, please, whatever you allow the GOP to call their rejection of removing Bush’s tax breaks for the wealthy please just don’t call it “Parity”. I pay 28% of my yearly income to Uncle Sugar to keep the Federal government solvent each and every year (which represents a sizeable amount of my tolal wealth). What percentage of their total yearly income do you think the well off pays into the Treasury? And please don’t try and tell me that the Bush Tax cuts have generated more jobs since they were implemented, because they obviously haven’t.

A.
Bruce Bartlett :

Effective tax rates on the wealthy have fallen for some years. You can find the data at www.cbo.gov.

– July 11, 2011 11:39 AM
Q.

Forcing the President to break the law

Forgive my cynical question, but is the endgame here to force the President to break the law in order to begin an impeachment process?
A.
Bruce Bartlett :

Since we are so close to a presidential election I don’t think anything Obama does will lead to impeachment.

– July 11, 2011 11:40 AM
Q.

It’s partisan!

One of your “myths” is that raising the debt ceiling is a partisan issue. You point out that both parties have opposed raising the debt ceiling when the other party is in the White House. Isn’t this the very definition of “partisan”? Wouldn’t it be more accurate to say that raising the debt ceiling is not an *ideological* issue, which is another matter entirely?
A.
Bruce Bartlett :

That “myth” was probably not well phrased.

– July 11, 2011 11:40 AM
Q.

Educating Congress

Alexander Hamilton knew how useful US sovereign debt would be for market development. The markets today use Treasury debt as a critical instrument in portfolio management. They understand how critical a AAA rating for Treasury debt is in maintaining that role. Our political leaders, however, trot out false analogies to credit cards limits etc. to reinforce their foolish notions. Why have market leaders been so unsuccessful in educating political leaders on these issues? Have they not tried or have they not been heard?
A.
Bruce Bartlett :

People in markets just assume that our political leaders are not so stupid as to risk a default. I am not so sure.

– July 11, 2011 11:41 AM
Q.

TBills at Nearly Zero

Hi again, I’m well aware that interest on Treasury Bills is nearly zero, but what are the implications for the debt and deficit should a failure to raise the debt ceiling result in a backlash from the markets. If interest rates rise for the governments borrowing, does the future deficit and debt problem not compound automatically?
A.
Bruce Bartlett :

The debt is about $14 trillion. Do the math.

– July 11, 2011 11:42 AM
Q.

Historical perspective

I find it interesting we are the only country with a debt limit. What were the political reasons that led to the original creation of a debt limit, and what validity do you see these reasons having in the 21st century?

A.
Bruce Bartlett :

Until 1917, Congress had to authorize every Treasury bond issue individually. During WWI Congress decided it was easier for everyone to just set an overall limit on borrowing.

– July 11, 2011 11:43 AM
Q.

Republican Stance

Do think any Republicans will listen to your arguments to raise the ceiling?
A.
Bruce Bartlett :

I think there are a lot of sensible Republicans left in Congress. The problem is that they are scared to death of a primary challenge from some idiot Tea Party member.

– July 11, 2011 11:44 AM
Q.

Republican Opposition

When Paul Ryan dismisses bond holder’s concerns or Jim DeMint or Rand Paul say they will filibuster any raising of the ceiling, why aren’t they listening to the financial experts or look at past history, whether it be 1937 or 1982?
A.
Bruce Bartlett :

Never underestimate the power of wishful thinking.

– July 11, 2011 11:45 AM
Q.

wait a second…

it’s not the president who spends anything. all spending starts in the house (or is supposed to). The president doesn’t or shouldn’t be making those decisions on where the checks go…
A.
Bruce Bartlett :

Congress often delegates its power to spend, as it has done with entitlement programs.

– July 11, 2011 11:46 AM
Q.

Is there another last ditch option?

You state, if the debt ceiling is not raised, the President will have to break the law and not pay debt. Is the reverse possible: could the President amd Federal Reserve go ahead and print more money to pay the debts?

A.
Bruce Bartlett :

The problem would be how to do it in a way that didn’t increase indebtedness. One possibility would be to sell some of the Treasury’s gold to the Fed.

– July 11, 2011 11:47 AM
Q.

international effect

there are many other nations out there, greece is one in the news a lot, that are in an economic crisis. are we just one of many, or are we setting the standard?
A.
Bruce Bartlett :

The difference between us and Greece is that all of our debt problems are purely political in nature.

– July 11, 2011 11:47 AM
Q.

Will Congress pass the debt limit increase by August 2?

Do you believe the present debt ceiling limit debate will result in Congress finally dealing with Entitlement spending programs such as Medicare?

A.
Bruce Bartlett :

Not really.

– July 11, 2011 11:48 AM
Q.

job creation

Mr. Bartlett, hello. is there anything you feel the american people can do to convince congress to work on job creation and protect our economy by increasing the tax burden on the wealthy?
A.
Bruce Bartlett :

Fire all the Republicans next year.

– July 11, 2011 11:48 AM
Q.

Follow Up

Just to drill down: If “At some point the Treasury will have to decide whether to pay Social Security benefits or interest on the debt,” when is that date? August? Sometime after?
A.
Bruce Bartlett :

I don’t know offhand. The Bipartisan Policy Institute has made some calculations. Check their web site.

– July 11, 2011 11:49 AM
Q.

cold war

as a historian, i think the cold war ideology that anything that amounts to wealth sharing is communist or socialist. but don’t we need something like that in order to get past these impasses? don’t we need to spread the debt?
A.
Bruce Bartlett :

I think the growing inequality of wealth and income distribution is both a moral and economic problem.

– July 11, 2011 11:50 AM
Q.

Balanced Budget

Do you see any realistic possibility of getting the Federal Government budget back to balanced over the next ten years?
A.
Bruce Bartlett :

No

– July 11, 2011 11:51 AM
Q.

What would Reagan do?

I believe you mentioned that Reagan faced opposition when similarly faced with raising the debt ceiling. with so many forced Reagan/Obama comparisons- what do suppose Reagan would do to with this congress. am I wrong to think that RR used public sentiment to end run the congress, and Obama has ceded this power to the GOP who control the message the public is hearing
A.
Bruce Bartlett :

Reagan was much better at using the bully pulpit than Obama is.

– July 11, 2011 11:51 AM
Q.

Tax Increases

Assuming there is a deal based on cuts only, doesn’t Obama then turn around and say he is willing to extend the Bush tax cuts for the middle class but his price on doing that is to let them expire on the wealthy and then let the GOP squirm?

A.
Bruce Bartlett :

I don’t think Obama has the guts to say publicly that he will allow the Bush tax cuts to expire. Even if he believes it would be a good idea, which I doubt, his political advisers will never allow him to say it going into an election year.

– July 11, 2011 11:53 AM
Q.

can YOU do something

your ideas and advice appear to be very sound. has anyone from either party asked for your advice? do you think they would listen?
A.
Bruce Bartlett :

I spoke to some House Democrats last week.

– July 11, 2011 11:53 AM
Q.

bipartisan?

I’m not a Tea Partier by any stretch, but their “throw the scoundrels” out mentality makes some sense. How do we get our representative democracy to start working for us?
A.
Bruce Bartlett :

We do need political reform in this country, but I doubt that anything worth doing is politically possible.

– July 11, 2011 11:54 AM
Q.

If President and Federal Reserve go ahead and print more money to pay the debts…

…could anyone stop them? Or punish them?
A.
Bruce Bartlett :

The Fed cannot help the Treasury if it lacks the ability to borrow.

– July 11, 2011 11:55 AM
Q.

Party identity

Do you still consider yourself a Republican?
A.
Bruce Bartlett :

No. I identify myself as an independent.

– July 11, 2011 11:56 AM
Q.

If he supports a lot of social spending cuts a lot of Democrats are going to think they might as well have a Republican in the WH

Really? You don’t think Democrats would still vote to reelect Obama (or vote for another Dem.) in 2012 if only to prevent the GOP from naming any more Supreme Court justices?
A.
Bruce Bartlett :

At the rate things are going I think a lot of Democrats will stay home on election day.

– July 11, 2011 11:57 AM
Q.

Bully Pulpit

Ultimately, do you feel, as I do, that the President’s failure to reinvigorate the economy or get Congress and the American people to move forward with him is a result of his inability to take as aggressive with the bully pulpit an approach as he has in recent days?
A.
Bruce Bartlett :

I think there was a very narrow window of opportunity in early 2009 to do stimulus. Unfortunately, the stimulus package wasn’t large enough or properly designed. It’s now politically impossible to do more.

– July 11, 2011 11:58 AM
Q.

Obama

If you were President Obama, what would you do at this point?
A.
Bruce Bartlett :

I was hoping he would use the constitutional option to avoid Republican extortion. Unfortunately, he rejected that idea and is now at their mercy. That was his only way out.

– July 11, 2011 12:00 PM
The end.

Working World

This is cool because it gives us a nice visual snapshot of how we compare internationally courtesy of The Social Cast Blog:

#E2sday: The Working World

The New Healthcare Laws and Medicare: What Does it All Mean?

As I have grown older, I have come to appreciate the saying, know your limitations.  As a business owner there is so much that goes into “working on the business” versus “working in the business” that it is virtually impossible to know everything there is to know.  Group benefits can be especially complicated particularly with all of the changes that are being discussed in Washington, D.C.

By now I’m sure you’ve heard about proposed changes to healthcare laws. If you are a business owner, you are wondering how these new laws will affect your bottom line. These laws are particularly important for baby boomers aged 55 and older because of Medicare.

The Patient Protection and Affordable Care Act of 2010

This law requires that most individuals have minimum health insurance. The legislation creates new public plans and expands the Medicare and Medicaid programs to include more beneficiaries, while requiring that all health plans extend coverage to individuals, regardless of health status.

Employers are generally not required to offer coverage, but those who don’t may be subject to a penalty tax. Specifically, any employer with more than 50 employees who does not offer health insurance faces a potential monthly tax penalty of $166.67 per full-time employee (excluding the first 30 employees) for any month that insurance is not offered.

Employers with 200 or more employees must automatically enroll employees in health insurance plans offered by the employer, though the employee may voluntarily opt out of the plan. This legislation has caused an uproar in many circles, and unless certain provisions of the law are repealed, business owners with 50+ employees will have to comply with the requirements.

The good news: there are ways to save

Business owners will find that while insurance for older employees may cost more, younger employees may qualify for less expensive coverage. An individual between 60 and 64 costs three times as much to insure as someone in his/her 30s. To continue this trend, a person aged 65 is about 25% more expensive to insure than a 60-year old. Using a real company of 40 people with a $500 deductible and a favorable rating, an individual aged 30-39 costs $344; aged 60-64 costs $1,049 and at age 65 costs $1,291. But employers can realize cost savings because of Medicare, and all people aged 65 and older are eligible, whether they’re working or not. Signing up for Medicare is easy and can be completed online or by phone.

A workshop to address the complexities of new healthcare laws

To help you understand the complexities of the new healthcare laws, long-term care and Medicare, we invite you to join us for a complimentary workshop on July 19, 11:45-1:00, at the Oakland Chamber. Lunch will be provided. The topic will be: “What you Need to Know about Medicare”. Joining me will be Lynn Caffrey, of Caffrey Insurance Solutions a group insurance broker with more than 30 years of experience and an expert on the new healthcare laws; and Jain Williams, a State Farm Agent with more than 20 years of experience in long-term care. To register for the workshop, contact Lynn Caffrey, 510.444.5447; or Jain Williams, 510.530.3222.

Helping Dad with His Investment Portfolio

Last month we celebrated Mother’s Day by providing dad’s with investment advice on how to manage the household portfolio. Thanks for the positive feedback. This month I thought I would share five more tips to help dads avoid the pitfalls of trying to hit it big when it comes to the family investment portfolio.

Studies have shown that men are more willing to “gamble” on a big payoff when it comes to investing whereas women strive for more steady predictable returns.  However I have noticed that as men grow older, they tend to come around to wisdom of planning.  I hope these tips help facilitate the evolutionary process sooner.

1. Diversify

Diversifying your investments is one of the best ways you can reduce your portfolio volatility. The market will do what it does, but asset classes often perform differently under different market conditions, spreading your assets across a variety of investments such as stocks, bonds, and cash alternatives (e.g., money market funds, CDs, and other short-term instruments), has the potential to help reduce your overall risk. Ideally, a decline in one type of asset will be balanced out by a gain in another.

I can hear it now, “but what about 2008-2009; everything went down.” Diversification can’t totally eliminate the possibility of market loss. While all asset classes suffered a decline during 2008-2009, depending upon the portfolio allocation; the decline was not as severe as the overall market and if you were not trying to hit a short-term homerun, your portfolio should be on the road to recovery.

2. Focus on the big picture, not on the day-to-day noise

Be honest; you’re watching CNBC, and someone says, “back up the truck” on this next stock, for it is sure to go up in value.  What do you do?  First your heart starts beating fast from the adrenalin, and then you buy it, right?  Okay, maybe they’re not as explicit, but it’s close.  Bottom line; you’re too focused on all of the money you’re going to make short-term to consider wisdom of whether or not you should follow the advice of CNBC.

As the market goes up and down, it’s easy to become too focused on day-to-day noise. Instead, keep your eyes on your long-term investing goals and avoid watching the financial channels (noise) that encourage you to trade. If you still have years to invest, don’t get sucked into short-term “opportunities” that might just be noise in the marketplace.

3. Sell, Sell, Wait!

During the market fallout in 2008-2009, many panicked and sold everything and moved into cash.  You may have been tempted to pull out of the market as well and look for less volatile investments. While tempting, the small returns that typically accompany low-risk investments may have seemed attractive when compared to more risky investments are posting negative returns.  But would you have pulled out for the right reason?

How you choose to invest your money should be consistent with your goals and time horizon.  For instance, putting a larger percentage of your investment dollars into vehicles that offer safety of principal and liquidity (the opportunity to easily access your funds) may be the right strategy for you if your investment goals are short-term (i.e., you’ll need the money in 1 to 2 years) or if you’re growing close to reaching retirement. But if you still have 5 years or more to invest, note that stocks have historically outperformed investments (i.e. money market funds, CDs, and other short-term instruments) over time, although past performance is no guarantee of future results.

4. Is timing everything when it comes to the market?

Some will argue for and against when is the right time to invest or “time the market.” Regardless of your philosophy on the subject, this next piece of advice is for the do-it-yourselfers: don’t do it, for it will cause you a lot of frustration.

Don’t try to time the market by buying shares at the moment when you think the price is at its lowest. In fact, don’t worry about price at all if it’s a good investment and your time horizon is sufficiently long. Instead, consider investing a specific amount of money at regular intervals over time.  When the price is higher, your investment dollars buy fewer shares of stock, but when the price is lower, the same dollar amount will buy you more shares.  This strategy is called Dollar Cost Averaging.

Although dollar cost averaging is not as exciting as CNBC advice and it can’t guarantee you a profit or avoid a loss.  Note, however a regular fixed dollar investment may result in a lower average price per share over time, assuming you continue to invest through all types of markets. You should consider this strategy only if you’re financially and emotionally able to make ongoing purchases, regardless of price fluctuations.

5. Don’t hide your head in the sports page

Finally, while focusing too much on short-term gains or losses is unwise, so is ignoring your investments.  You should check your portfolio at least quarterly, more frequently if the market is particularly volatile or when there have been significant changes in your life.

If you find yourself dreading the thought of opening your brokerage statement when it arrive each month, it may be time for you to seek guidance from a CERTIFIED FINANCIAL PLANNERTM professional.  They are trained to review your financial goals and whether or not your investments are in line or working against your overall financial objectives. You may need to rebalance your portfolio to bring it back in line with your investment goals and risk tolerance. A financial professional can help you decide which investment options are right for you.  I hope these tips are useful for all of the do-it-yourselfer-dads out there.  I can assure you there is more to life than watching a ticker all day.  Happy Father’s Day!

Mom’s Retirement Planning Advice for Dads

Tax season is over and many of us can breathe a sigh of relief. Now that tax strategies have been thoroughly explored and implemented, what is there to talk about? Since we’re celebrating Mother’s Day this month, I thought I’d take a moment to focus on women and retirement.

Women as caretakers means less time for careers

It’s no secret that women in general face special challenges when planning for retirement. Because their careers are often placed on hold to care for children or elderly parents, women generally end up spending less time in the workforce and earn less money than men in the same age group. As a result, their retirement plan balances, Social Security benefits, and pension benefits are often lower. In addition to earning less, women generally live longer than men, and they face having to stretch limited retirement savings and benefits over many years.

Consider an IRA

To meet these financial challenges, women need to make their own retirement planning a priority. Even if you’re a stay-at-home mom and entrepreneur, you should continue to save and invest for retirement. If you’re married and file your income taxes jointly, and otherwise qualify, you may open and contribute to a traditional or Roth IRA as long as your spouse has enough earned income to cover the contributions. Both types of IRAs allow you to make contributions of up to $5,000 in 2010 and 2011, or, if less, 100% of taxable compensation. If you’re age 50 or older, you’re allowed to contribute even more–up to $6,000 in 2010 and 2011.

For Guys Only

Chances are your wife, mother, girlfriend, or special someone in your life has worried at some point about outliving her retirement income. While studies have shown that women are just as capable as men when it comes to managing their investments, in many cases, they’re just not that interested. Instead, women rely on the men in their lives because guys really enjoy the process and they trust that their spouses, fathers, male friends, or brothers are providing sound investment advice.

Women outlive men

Another reality is that women live longer than men. At age 65, women can expect to live, on average, an additional 19.9 years. In addition, many women will live into their 90s. This means that women should generally plan for a long retirement that will last at least 20 to 30 years.

Women should also recognize the possibility that they will be spending some of those years alone. According to statistics, 42% of older women are widowed, 11% are divorced, and approximately half of all women age 75 and older live alone. For married women, the loss of a spouse can mean a significant decrease in retirement income from Social Security or pensions. So what can you do to ensure your female “client” has enough income to last throughout retirement?

Here are a few tips for guys who insist on handling the finances:

  1. First, don’t assume your risk tolerance is the same as her’s. You may get a thrill from riding the market up and down, but this investment strategy may hold little allure for her. Consider a more boring but steady pace of performance.
  2. Have a clear plan and review it with your partner regularly. Sometimes when I talk with guys about their investment goals, they look at me as if I just yelled ‘Home run!’ at a football game. Then they respond by simply saying, “my goal is to make money.” I have to explain to them that having a plan is a little more than simply making money.
  3. Estimate how much income your life partner might need if you were to die suddenly. Use current expenses as a starting point, but realize that expenses may change dramatically by the time you retire.
  4. Set a realistic retirement savings goal and keep track of your progress. This not only provides accountability, but lets you review your strategy and make adjustments.
  5. Many of our clients are women, so I’m well versed in the unique challenges of women preparing for retirement. Please contact me to talk about your retirement plans. Having a neutral third party can work wonders in gaining insight into each other’s fears, goals and values about money. The key is to listen without judging.

Happy Mother’s Day

Where in the world is FP?

I’ve been writing. I just haven’t been posting my blogs for whatever reason….I received some great feedback from my previous post and encouragement to do vblog (video blogs) Thanks Diane, but I’m still working through my camera phobia.

Over the next few days (and hours), I will be posting previous articles starting with my “Mother’s Day” article since it is still May. By the way, if you’re so inclined; you can still make Mom feel special this month (any month or day really) by just taking the time to call and tell Mom, “Thank you for raising, nurturing, and protecting me. I love you.” If my Mother was still here, I would.

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