Financial Advisor | Financial Planners

Financial Planning

480-836-2326

  • Home
  • About Susan Linkous
    • Mission Statement
    • Susan’s Corner
    • Industry Awards
  • Services
  • Blog
  • Financial Reviews
  • Legal Docs
  • Contact Us
  • Account Login
You are here: Home / Blog / A Fantastic Fourth – “Susan On Money” for Week of July 3, 2013

A Fantastic Fourth – “Susan On Money” for Week of July 3, 2013

July 3 By Linkous Group

Hi Everyone,

Here’s hoping your 4th of July is spectacular and that the first half of the year was rewarding. With half the year gone, it’s time to focus on a few things.

~Susan

Rebalance

There’s a fairly good chance that your present investment portfolio looks somewhat different than it did at the beginning of the year. We’ve seen some nice gains in the U.S. equity markets (realized or unrealized), a May that was tough on bonds and a noticeable pullback in June.

It’s time to look at what may need to be rebalanced while keeping your overall annual plan in mind.

The June statements and quarterly reports will probably be the first one in months that show a decline in overall value for most of you so it’s important to take this opportunity to rebalance, do some 2013 tax planning and look to the future.

Tax Planning

As third quarter begins, let’s assess your taxable gains, interest and dividends thus far. It can help guide us toward any needed changes to help meet your 2013 net investment return goal or revise the ones already met.

The Linkous Group, Ltd. is happy to work with your tax advisor to get this done. Simply send an email and we’ll get it scheduled.

Look to the Future

Past performance is no guarantee of future results so active management is important to your portfolio. Let’s work together on these items.

It’s also a great time to update your Investment Policy Statement or get one if you don’t have one.

Until next week,

Susan R. Linkous

One more thing. . . the above content is my opinion. Seek advice before investing

We Love Referrals!

Filed Under: Blog

Search

Contact Us

    Your Name (required)

    Your Email (required)

    Your Phone

    Your Message

    captcha

    Verification (type 4 digit code shown above)

    Blog Archives

    • June 2022
    • May 2022
    • April 2022
    • March 2022
    • January 2022
    • November 2021
    • March 2021
    • December 2020
    • March 2020
    • February 2020
    • January 2020
    • February 2019
    • October 2017
    • May 2017
    • March 2017
    • December 2016
    • October 2016
    • June 2016
    • May 2016
    • March 2016
    • January 2016
    • December 2015
    • November 2015
    • September 2015
    • July 2015
    • June 2015
    • May 2015
    • April 2015
    • March 2015
    • February 2015
    • January 2015
    • December 2014
    • November 2014
    • September 2014
    • August 2014
    • July 2014
    • June 2014
    • May 2014
    • April 2014
    • March 2014
    • February 2014
    • January 2014
    • December 2013
    • November 2013
    • October 2013
    • September 2013
    • August 2013
    • July 2013
    • June 2013
    • May 2013
    • April 2013
    • March 2013
    • February 2013
    • January 2013
    • December 2012
    • November 2012
    • October 2012
    • September 2012
    • August 2012
    • July 2012
    • June 2012
    • May 2012
    • April 2012
    • March 2012
    • February 2012
    • January 2012
    • December 2011
    • November 2011
    • October 2011
    • September 2011
    • August 2011
    • July 2011
    • June 2011
    • May 2011
    • April 2011
    • March 2011
    • February 2011
    • January 2011
    • December 2010
    • November 2010
    • October 2010

    Copyright © 2022

    The Linkous Group, Ltd. is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where The Linkous Group, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The Linkous Group, Ltd. unless a client service agreement is in place.

    Check out your broker with BrokerCheck ,  Susan Linkous, CRD #2938653 brokercheck_logo-new