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Read Susan on Money. Susan shares her latest thoughts on investing, the economy and common sense approach to current market conditions. This commentary on this website reflects the personal opinions, viewpoints and analyses of the employees of The Linkous Group, Ltd. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Information contained herein has been gathered from sources believed to be reliable, however The Linkous Group, Ltd. has not independently verified such data and makes no representations as to the accuracy of such.

The New Retirement Rules

March 1 By Linkous Group

Highlights of the SECURE Act 2.0 This handy reference guide will tell you what the new rules are and how they're different from the old ones. Nearly all the changes are included: 10-year limit on inherited IRAs No "forced" IRA spending until age 73/75 No more age limits for contributing to an IRA Enhanced catch-up contributions for some savers A reduction in missed RMD penalties Lifetime income disclosure in 401(k) … [Read more...]

Filed Under: Blog, Blog1

Dimensional Ranked No. 1 in Barron’s ‘Best Fund Families of 2022’

February 27 By Linkous Group

We are thrilled to announce the Barron’s has named Dimensional Fund Advisors No. 1 in the outlet’s “Best Fund Families of 2022” list. "One of our most important duties as your Fiduciary, is to screen, select and monitor your mutual fund options and managers. Since 2017, we have been closely aligned with Dimensional Fund Advisors (DFA) and, with results like this, see a long and prosperous future for us all in this relationship." ~ Susan … [Read more...]

Filed Under: Blog, Blog1

Dimensional: Two Steps Forward, One Step Back for Investors

February 8 By Linkous Group

With 2023 well underway, we can put 2022 into clear perspective and move on knowing that efficient implementation of investment strategy means we don’t have to try and outguess markets, we simply have to access and participate in them. David Booth has taken the time demonstrate just this in attached piece “2 Forward 1 Back”. It’s a must read! Of all the great events in our area this time of year, it’s the car shows that Sophia and I get … [Read more...]

Filed Under: Blog, Blog1

Key Financial Data, 2023

January 30 By Linkous Group

Download our handy Key Financial Data 2023 reference guide for 2023. Information includes: 2023 Tax Rate Schedule Standard Deductions & Child Tax Credit Tax Rate on Long-Term Capital Gains and Qualified Dividends Net Investment Income Brackets Exemption Amounts for Alternative Minimum Tax Gift and Estate Exclusion and Credits Education Credits, Deductions and Distributions Tax Deadlines Retirement Plan … [Read more...]

Filed Under: Blog, Blog1

Financial Planning for Retirement: It’s More Accessible, but Be Careful: The New York Times

January 11 By Linkous Group

The Linkous Group, Ltd. is a Registered Investment Advisor serving our clients as their fiduciary on a fee basis. Mark Miller, in attached article, explains and confirms exactly why we are proud to have adopted this business model over two decades ago. Read The New York Times: Financial Planning for Retirement: It’s More Accessible, but Be Careful    We will continue to adapt and stay on forefront of all industry trends to offer our … [Read more...]

Filed Under: Blog, Blog1

Thoughts as 2022 Ends

December 28 By Linkous Group

Albert Einstein once said, “It is not that I’m so smart but I stay with the questions much longer”.  This year has been one that required continual questioning to understand all that impacted the global economy, our client’s changing needs as they move from pandemic living, and the direction of the financial services industry. The most challenging event to navigate was also the most welcome, interest rates increased. For many years, investment … [Read more...]

Filed Under: Blog, Blog1

LPL Research’s Outlook 2023: Finding Balance

December 22 By Linkous Group

LPL Research’s Outlook 2023: Finding Balance is LPL's guide to how the readjustments in the economy and markets may impact you in the coming year. The disruptions may not be fully resolved and there may be more challenges to come, but progress toward finding balance is well underway. And when those disruptions hit the market, it can be hard to find our footing and stay the course. Those are the times when sound financial advice is more valuable … [Read more...]

Filed Under: Blog, Blog1

Markets Don’t Wait for Official Announcements

December 7 By Linkous Group

Some investors may worry about the stock market sinking after a recession is officially announced. But history shows that markets incorporate expectations ahead of economic reports. The global financial crisis offers a lesson in the forward-looking nature of the stock market. The US recession spanned from December 2007 to May 2009, as indicated by the shaded area in the chart. But the official “in recession” announcement came in … [Read more...]

Filed Under: Blog, Blog1

What History Tells Us about the Market and Control of US Congress

October 20 By Linkous Group

Nearly a century of US stock market returns suggests that making investment decisions based on control of the chambers of Congress is unlikely to lead to better investment outcomes. From 1926 to 2022, stocks trended higher regardless of whether Democrats or Republicans controlled the House and the Senate, or whether control was mixed. Actions by Congress and the other branches of the federal government may mpact returns, but other factors … [Read more...]

Filed Under: Blog, Blog1

Dimensional Congratulates Douglas Diamond on Nobel Prize Honor

October 12 By Linkous Group

The Linkous Group and Dimensional are excited to congratulate Douglas W. Diamond on being awarded the 2022 Nobel Prize in Economic Sciences. Professor Diamond, who is lead Independent Director of the boards of the firm’s US Mutual Funds and ETFs, received the award on October 10 for his research on banks and financial crises. Professor Diamond is the Merton H. Miller Distinguished Service Professor of Finance at the University of Chicago Booth … [Read more...]

Filed Under: Blog, Blog1

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    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.

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