For the week of 9/29/2014 through 10/04/2014 clients will need to call LPL Financial directly for urgent needs at: 1-800-558-7567. Please have one of your account numbers available. All others should send email to: susan@linkousgroup.com Back soon! … [Read more...]
Archives for September 2014
Financial Reviews
Susan is ready to listen to your needs and desires, recommend a strategy, and tailor a unique plan for you. Schedule your complimentary review today. … [Read more...]
Investment Advice
A fee-based Registered Investment Advisor, offering objective, independent financial advice. … [Read more...]
The Linkous Group Awards
The Linkous Group has won several awards. Click to view some of their accomplishments. … [Read more...]
Susan on Money
Get Susan's latest thoughts on investing & the economy & her common sense approach to current market conditions. Get Connected to the Latest Financial Trends … [Read more...]
Reminders – “Susan On Money” for Week of September 10, 2014
Hi Everyone, September is one of the busiest months as we adjust portfolios in preparation for the fourth quarter. This year the focus is on rebalancing. Think about it, Susan Rebalancing & Distributions Before we get into why rebalancing makes sense, please remember that, if you are over 70 1/2 years young, you are required to take a minimum distribution from your qualified retirement accounts. For help in calculating and … [Read more...]