Susan On Money
BlogRead 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.
Tax season efficiency
Hi Everyone, As we make our way through tax season, it is most important to know the best way to reach me. It is via email: susan@linkousgroup.com
MARKET WEEK: OCTOBER 2, 2023
The Markets (as of market close September 29, 2023) The market returned mixed results last week, with the Russell 2000 and the Nasdaq advancing, while the Global Dow, the Dow, and the S&P 500 shed value. Bond prices fell, pushing 10-year Treasury yields up for the...
Leave a Lasting Gift with an Ethical Will
A legal will describes how you want your material assets to be distributed, but how do you leave behind your values? Using an ethical will, also called a legacy letter, you can tell your personal story and communicate your beliefs and life lessons to your family,...
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in 2024. The first provision allows for tax- and penalty-free rollovers from a 529 plan to a Roth IRA. The second provision...
Market Week: July 24, 2023
The Markets (as of market close July 21, 2023) Last week saw stocks close generally higher, with only the tech-heavy Nasdaq slipping lower. The Dow extended its winning streak to 10 straight sessions, its longest run since August 2017. Investors, probably anticipating...
Put Your Money Where Your Values Are
Financial worries are often cited as a major source of stress. For example, a 2021 study found that even before the pandemic and subsequent economic downturn, a majority of Americans said they felt stressed or anxious about their finances.1 Similarly, in 2022,...
Market Week: July 17, 2023
The Markets (as of market close July 14, 2023) Wall Street enjoyed a positive week of returns, with each of the benchmark indexes posting solid gains, despite a marginal downturn at the end of last week. The financial sector began releasing quarterly updates last...
Saving for Retirement Health-Care Costs (Aug)
Saving for Retirement Health-Care Costs The chart below shows the savings that a man, a woman, and a couple who retired at age 65 in 2022 might need to meet retirement health-care expenses, assuming median prescription drug expenses. The Original Medicare estimate...
Market Week: July 10, 2023
The Markets (as of market close July 7, 2023) Stocks fell for the second straight week, with each of the benchmark indexes losing ground. The Dow led the declines, followed by the Global Dow, the Russell 2000, the S&P 500, and the Nasdaq. Although the employment...
Dimensional: Midyear Review: Staying Focused as Markets Shift
KEY TAKEAWAYS Stocks rebounded from their worst year since 2008, returning to a bull market in the US. Inflation fell to half of last year’s peak, and the Fed paused after a year of rate increases. Artificial intelligence captured investors’ attention, but nothing...
Market Week: June 26, 2023
The Markets (as of market close June 23, 2023) Recession fears sent stocks lower during the holiday-shortened week. Each of the benchmark indexes listed here closed in the red, with the small caps of the Russell 2000 and the Global Dow losing over 2.50%. The downturn...
Market Week: June 20, 2023
The Markets (as of market close June 16, 2023) Stocks advanced for the third straight week, as each of the benchmark indexes listed here climbed higher. Inflationary pressures may finally be subsiding, according to the latest data (see below). In addition, the Federal...
How Often Do I Need to Review My Estate Plan?
I hope you will find content such as that which follows to be an efficient way to share pertinent data as we seek to build and grow our network of informed and engaged investors. Our smart friends at Broadridge Financial Solutions provided this for us. Happy reading!...
The New Retirement Rules
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...
Dimensional: Two Steps Forward, One Step Back for Investors
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...