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

by Linkous Group | Jun 26, 2013 | Blog

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...

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

by Linkous Group | Jun 19, 2013 | Blog

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...

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

by Linkous Group | Jun 12, 2013 | Blog

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...

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

by Linkous Group | Jun 5, 2013 | Blog

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...

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