Getting An Economic Grip

The patient suffered a cardiac arrest. A dangerous amount of time has passed. Although the heart may be restarted, most cardiac arrest patients suffer severe brain damage after such delay.

But we are perversely fortunate.

This patient is not human. It's our banking system. It will be restored to full functionality simply by restarting its heart and getting money to flow again. Brain function is irrelevant because the patient is brain-dead and always has been.

Knowing this, we need to change the questions we ask. Instead of asking what our government, political party or banker can do for us, we need to ask: What should we be doing for ourselves?

Here's our list.

For most people, holding on is better than cashing out. The stock market has always been a wild ride. It rewards those with strong stomachs and great patience. The crash of 1929, for instance, scared an entire generation. Yet by 1936 -- the middle of the Great Depression -- anyone who had invested $1 in large-cap stocks in early 1929 was holding $1.31, after adjusting for inflation. One year later the initial investment was worth only 83 cents in real terms. But by the time World War II ended, the initial $1 was worth $1.69. Sixty years later -- in 2005 -- that dollar was worth more than $100 in real purchasing power.

That's a great ride, with huge bumps. And it continues. Between 1972 and 1974, an investment in equities lost nearly half its real value. Between 2000 and 2003, U.S. equities took another huge tumble -- almost 40 percent.

For young workers, this is an opportunity, not a disaster. Younger workers with relatively secure employment should know this is no time to sell. Low stock prices mean this is a good time to contribute more to one's retirement plans. It will help to invest those contributions in low-cost stock index funds.

There's only one caveat. Given the fiscal burden facing our government, contributing to a Roth rather than a regular 401(k) account may save you from higher future taxes.