Hi Everyone, As 2010 comes to an end, I wish to remind you that 1099 and other year-end statements won't be mailed out for several more weeks; however, gain/loss and cost basis type of calculations are easily handled on the investments we manage. If you want some preliminary work done, please let me know. Jeffrey Kleintop, CFA and Chief Market Strategist for LPL Financial contributed the following for us this week: "Recent years have seen … [Read more...]
Archives for December 2010
Susan On Money for the Week of 12/23/2010
During the holiday season, many questions came in regarding charitable giving. Americans really are generous and many of us don't realize just how much we do give during the year. Charitable giving is an important part of your financial life and plans can be individually tailored. I thought I would share the names of the organizations I and The Linkous Group, Ltd. supported in 2010: Arizona Public Television KAET (PBS Channel Eight) Arizona … [Read more...]
“Susan On Money” for the Week of 12/13/2010
Personal Risk The death of Elizabeth Edwards, aged 61 years, this past week brought personal risk to mind. Untimely loss of a loved one or public figure often does. I should know; I lost my mother when she was 60 also after a long struggle with cancer. Life is full of risks. Personal risk is defined by investment advisors and insurance consultants as the risk of a loss occurring from death, illness, injury or unemployment. The insurance … [Read more...]
“Susan On Money” for the Week of 12/07/2010
It's hard to believe we have only a few days left in 2010. The following list is comprised of things I feel most all of us should strive to get done before 12/31/2010. If you need assistance with any of these items, please let me know. Things To Do: 1) Know where all of your money is - make sure each bank and investment company is prepared to send you your end-of-year statements. Is your address correct? 2) Investment management fees may be … [Read more...]
Susan On Money for the Week of 11/29/2010
World events of the past several days, including the conflict between North and South Korea and Ireland's bailout, have brought forth more questions about bond market stability, the future of interest rates, and how income investors may fare. My thoughts: As stated in earlier posts, investing in global bonds remains prudent for diversification, high yield potential, and protection against rising U.S. interest rates. Many investors continued to … [Read more...]