Production vs. consumption

October 26th, 2008

I read an interesting article at Business Week discussing renovating rather than rebuilding our economy. The article goes into detail about how our economy was (and still is) based on consumption, and how such a model is not sustainable in the long run. China and Japan are given as prime examples of producer-driven economies and as nations full of savers, which certainly matches the preconceptions I have. The example is given for Europe is that they have traded their productivity for leisure. These are in contrast to the U.S., where productivity is traded for, well, stuff.

Most of us have no idea what will happen on the macroeconomic level. However, we can make changes on a personal level. Saving for goals and focusing on leisure is a better way to spend your money than owning more possessions, especially if you’re looking to achieve financial independence. Life isn’t experienced through the latest purse or the newest gadget, but rather through what we do and achieve. I could get way too preachy on the subject, so instead I leave you with Tyler Durden’s words:

“The things you own end up owning you.”

Consider that if you’re battling credit card debt paying off…stuff.

The mistake of selling out in a down market

October 24th, 2008

Previously, I briefly touched on the possibility of investing in a down market. A broadly diversified low-cost index fund is likely to be a great value purchase at this time, as fear overcomes the market and investors greatly undervalue companies. These are investments in companies that are still going to be here and setting records for years down the road. However, I’m no financial advisor or guru, nor can I pretend to be one so you’ll probably want advice from someone far smarter than me.

Renting vs buying a home

October 22nd, 2008

I see the discussion being particularly relevant as buying decisions become more difficult in the U.S. However, most of the material I read when discussing the matter falls in favor of owning a home for the “pride of home ownership” and that renting is like throwing money down the drain. I thought it was nice to see an argument in favor of renting over buying:

Renting Makes More Financial Sense Than Homeownership

I will admit that the article may be reinforcing the confirmation bias I have favoring renting over buying. Additionally, I am a ways away from being able to purchase a home at the moment. Nonetheless, the points made a lot of sense to me, especially since I don’t want to be tied to a location for a long time in order to recoup my investment. Check the math yourself:

Is It Better to Buy or Rent?

Advice for weathering the economic crisis

October 22nd, 2008

With the news being dominated by doom-and-gloom about our economy and the words “recession” and even “depression” being bandied about, I’ve put down some thoughts on things we can do to calm our nerves and make it through. These apply more to those in my end of the earning spectrum, which is decidedly in the middle class and young area, but as always take what you need and apply it as appropriate to your situation.

Don’t panic. Doing a search on “surviving the economic crisis” will pull up any number of sites with this listed as the first tip. Maybe this will all blow over and you’ll hardly notice a change to the economy aside from a million news stories. Stressing over it will merely shorten your life. However, if things do get worse you’ll need to be acting rationally to follow the rest of the advice listed.

Budget. You’ll probably see this in any number of articles by me or anyone else. Find out what you’re spending and trim the fat if necessary. I’ll have a future post about trimming said fat. Now, if you think you’ll be doing fine in the current economic climate and have some extra cash…

Invest. What? Invest? Isn’t the market crashing? If you’re a younger investor looking to buy and hold assets for awhile, there is a lot of value to be had right now. While I’m no financial advisor, I’d be willing to bet that the vast majority of companies out there will weather this crisis and continue to increase in value over the next few decades. However, if you don’t think you’ll have enough to go around…

Be proactive. Specifically, if you expect to fall behind on bills, contact the creditor and make arrangements ahead of time. They will likely be happy to accommodate you, since the other option is possibly not being paid for awhile (or at all). You should probably start with your landlord or whoever holds your mortgage and then go down the list of essentials as far as who you need to contact first. Keeping them in the loop can protect your credit, and if you make arrangements ahead of time you can probably avoid catastrophes like being homeless or having your power shut off depending on how bad things get.

Brush up those job skills. You should always keep your resume up-to-date and learn continuously so that you are always employable. Consider courses at your local community college to shore up specific skills or even finishing your degree. At the very least, catalog your work achievements (and other relevant ones) in your resume so that you know your strengths and can demonstrate them to an employer for a promotion or new job.

These tips apply in an economic slowdown, recession, or whatever you want to call it, but you should consider all of the advice even if you don’t think those terms apply to the current economic climate.

Alternatively, if you think the words “apocalypse” and “collapse of the system as we know it” apply, consider stocking up on guns, ammo, and canned goods and learning sewing in your wilderness cabin/commune. I doubt I’ll have a follow-up post for that situation.

Starting steps to achieving financial independence

October 21st, 2008

I mentioned in my previous post that I thought the first step to doing such was keeping track of spending first.  I thought I would elaborate on what I think those steps are, as I feel that getting started now would be a great benefit especially in the current economic climate.

Find your starting point. You can’t really plan things out unless you know where you’re starting from.  This could be as simple as learning to balance your checkbook or signing up at Mint as I mentioned previously. Figure out what comes in and goes out on at least a monthly basis.

Cut expenses. Once you’ve figured out where your money is going, you can start looking at what cuts you can make. Gradual changes are better than no changes at all (e.g. cutting back on lattes and eating out), but wholesale changes work better for some people (making lunch and drinking free coffee at work). Much like diet and exercise, just use the strategy that you’ll stick with. As for what to cut out, you’ll probably find entertainment and food expenses to be the easiest things to cut but look everywhere you can. Maybe hold off on that new videogame system, or find out how you can avoid some of your bank’s fees. Set a goal of reducing one or two of these things a week and see how it goes.

Set up an emergency fund. This is to help you get off of the paycheck-to-paycheck habit. Living that way puts you one step away from financial disaster, so let’s make it two steps away. I’d recommend at least one month’s worth of expenses or $1000, whichever is greater. Either way, reducing expenses as I mentioned in step 2 will make the target easier to hit. Put the money in a savings account that you have easy access to, but remember that this is an emergency fund. You shouldn’t be dipping into it for any reason other than, well, emergencies. Car broke down and you can’t get to work otherwise? Emergency. Need money for Christmas presents or that vacation coming up? Probably not.

These are steps that I’ve gleaned and come up with through various sources and (somewhat) common sense. I may revise my thoughts as I start reading other blogs, books, and the like. Nonetheless, I think these are good first steps for the financial newbie to make.

Mini-review of Mint.com

October 20th, 2008

I’ve come to the realization that the first step in achieving financial success is keeping track of where your money is going, which is why I signed up for Mint.com today and linked various accounts to it.  The process took about 10 relatively painless minutes.  Mint lets your break down your spending in various categories and links up with various accounts you may have so that you can see where you stand.  In my case, I have a checking account, separate savings, and an investment account linked up.  You could also link a credit card, loans, and so forth.  The interface is clean and the pie charts are pretty useful, although I’ve yet to really get into it.  I’ll post more about it as I go along, but it looks useful even without me customizing it further, as my balances are all in one place.