Hi Everyone, Equity markets declined last week and that shouldn't really surprise anyone considering recent strength. It does give some of us an opportunity to look at a few things. ~Susan Not Timing Investors should not try to time the market. In other words, don't jump in or out just because of a decline. Rather, use the dips to look for opportunities to add value in areas you may want exposure to or use them to rebalance a fully … [Read more...]
Archives for January 2014
Risk & Return – “Susan On Money” for the Week of January 22, 2014
Hi Everyone, Most equity investors enjoyed nice returns for 2013 and it's time to remember how these returns are calculated and the risks involved. Let's be reasonable in 2014. ~Susan Calculating Return Return = current income + capital gains from growth - losses It sounds simple if only we could know this figure before making the investment. The absence of the crystal ball means we make educated guesses, never forget about … [Read more...]
Believing in Bonds – “Susan On Money” for the Week of January 15th, 2014
Hi Everyone, Income investors may have found 2013 frustrating as bond prices saw real volatility. This year is starting off on a better note. Let's look at the high-yield market. ~Susan High-yield Bonds As economic data improves, prices of high-yield bonds should too. We have seen some of this already in 2014 and, even if this year isn't as strong as last for high-yield investors, I can still say we believe in them. These … [Read more...]
Let’s Get Goin’ – “Susan On Money” for Week of January 8, 2014
Hi Everyone, As we welcome 2014, I thank you once more for all of your patronage and support. It's a big year for The Linkous Group LTD and I need to remind you of the following as we get started. ~Susan SAM to SWM Between now and the end of March, existing fee-based clients in LPL Financial's Strategic Asset Management program will be asked to make a simple conversion to our Strategic Wealth Management program … [Read more...]