Susan R.Linkous, AIF®

President and CEO

Investing For Life

Susan On Money

Read Susan on Money. Susan shares her latest thoughts on investing, the economy and common sense approach to current market conditions. 

Susan's Corner

Find out more about Susan with her latest reads, favorite quotes and general information. 

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Susan is ready to listen to your needs and desires, recommend a strategy, and tailor a plan.

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The Markets (as of market close September 29, 2023) The market returned mixed results last week, with the Russell 2000 and the Nasdaq advancing, while the Global Dow, the Dow, and the S&P 500 shed value. Bond prices fell, pushing 10-year Treasury yields up for the...

Leave a Lasting Gift with an Ethical Will

Leave a Lasting Gift with an Ethical Will

A legal will describes how you want your material assets to be distributed, but how do you leave behind your values? Using an ethical will, also called a legacy letter, you can tell your personal story and communicate your beliefs and life lessons to your family,...

Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in 2024. The first provision allows for tax- and penalty-free rollovers from a 529 plan to a Roth IRA. The second provision...

Market Week: July 24, 2023

Market Week: July 24, 2023

The Markets (as of market close July 21, 2023) Last week saw stocks close generally higher, with only the tech-heavy Nasdaq slipping lower. The Dow extended its winning streak to 10 straight sessions, its longest run since August 2017. Investors, probably anticipating...

Mission Statement

As a Registered Investment Advisor and an Accredited Investment Fiduciary, we guide our clients, helping them to create, grow and preserve their assets over their lifetime and for multiple generations. We specialize in advising individuals in the areas of retirement planning, wealth creation and income generation. Our goal is to help our clients navigate the markets to live the financial life they need and desire.

Through our investment management programs, we create tailored strategies to address our clients’ individual needs in the most efficient manner possible. Because we strive to protect our clients’ hard-earned assets, we believe in moderate management focusing on both growth and income.

As your Fiduciary, we hold ourselves to the highest standards of integrity and accountability. We are honored to work with all that come through our doors for their investing needs.  We invest for life. . . yours.

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