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You are here: Home / 2013 / Archives for June 2013

Archives for June 2013

Working Volatility – “Susan On Money” for Week of June 26, 2013

June 26 By Linkous Group

Hi Everyone, The volatility of the past several days provides an opportunity to work on your investment portfolio. Here are a few of the things I'll be busy doing. ~Susan Allocation and Correlation Portfolios vary in the complexity of their allocation. Some include a vast array of stocks and bonds and may not be closely correlated to indices like the Dow Jones … [Read more...]

Filed Under: Blog

Ready to Rotate? – “Susan On Money” for Week of 6/19/2013

June 19 By Linkous Group

Hi Everyone, Generally speaking, I believe rotation is beneficial. It certainly holds true with tires, houseplants and artwork. But does it work for your investment portfolio? Let's take a look. . . Susan Ready to Rotate? The Associated Press recently wrote the following about investing and sector rotation (as ran in AZ Republic 6/16). "Signs of a recovering economy are all around. … [Read more...]

Filed Under: Blog

A Checklist for Summer – “Susan On Money” for the Week of June 12, 2013

June 12 By Linkous Group

Hi Everyone, Summer is a great time to review the parts of your investment plan that don't get as much attention. They are important too. ~Susan Beneficiaries Insurance policies, retirement plans, IRA's and annuity contracts usually have named beneficiaries. Time flies so take a look at your selections and let's see if they need updating. Things to consider: 1) Pros and cons of naming your Trust 2) Per Stirpes and … [Read more...]

Filed Under: Blog

Excess or Confidence? – “Susan On Money” for Week of June 5, 2013

June 5 By Linkous Group

Hi Everyone, Well, "sell in May and go away" didn't hold true. Even with Friday's decline, most held up well. It doesn't mean the summer will be easy or difficult. I'm not sure it means much at all. Let's look at a couple of things. ~Susan Margin Debt The New York Times Business section ran the following June 1, 2013. Written by Floyd Norris. "Margin debt in the United States --money borrowed against securities in … [Read more...]

Filed Under: Blog

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