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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 Only 2 Scenarios:

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Markets are simply either bull or in recession and bear. Those are the only two scenarios we get. We are currently in a bear market recession with high inflation. This dictates how securities are selected for our clients and, although it is painful to go through these times, prudent rules of investing are quite clear and experience has taught us well. We know how to manage through. Reducing risk and having adequate cash are cornerstones of … [Read more...]

Bumpy Road to the Market’s Long-Term Average

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Since 1926, the US stock market has rewarded investors with an average annual return of about 10%. But it’s important to remember that returns in any given year may be sky-high, extremely poor, or somewhere in between. Annual returns came within two percentage points of the market’s long-term average of 10% in just six of the past 94 years. Yearly returns have ranged as high as up 54% and as low as down 43%. Since 1926, annual returns have … [Read more...]

Dimensional: Market Returns through a Century of Recessions

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As we head into September, I wish all a wonderful Labor Day weekend. In terms of what to expect from September markets, we continue to believe volatility will remain high. As we have allocated for this all throughout the year, no major changes are expected for the accounts we manage. Dividend and gain reinvestment will continue. Inflation is likely to remain and our equity positions have long since been in place to address that. Recession is a … [Read more...]

Bonds Deliver Positive Returns in July

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Dimensional Perspectives: Despite the first two quarters of 2022 bringing the worst US bond market returns since 1980,1 July delivered a positive beginning for the third quarter. For the month of July, the US bond market returned 2.44%, while the global bond market returned 2.55% Available in digital and printer-friendly versions. … [Read more...]

The Nurture Provided by Dividends

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Portfolios, like trees, need nurturing. Dividends are the drips of moisture your investment portfolio needs to sustain and grow. This is especially important in times of severe drought and market volatility. We are constantly seeking out and evaluating dividend paying stocks for the portfolios we manage. At present, there are many good options and we welcome them. Not all dividends are created equal and none are guaranteed, although it is rare … [Read more...]

Commodities and Corn

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Fourth of July, summer, and corn are the topic at hand. I don’t grill but I certainly enjoy corn from time to time and haven’t thought much about it until this holiday approached and boy is it in the news! Aside from the grocery store ads and ever-rising prices on food items including those made from corn (tortilla chips, bourbon, Coca-Cola), I found myself going back to an old manual on commodity futures. I absolutely love watching commodity … [Read more...]

It’s All About The Science

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Our relationship with Dimensional is crucial and one of the most valuable for our clients. Markets get hard to navigate sometimes and utilizing their approach keeps us grounded as it is based on economic theory and backed by decades of empirical research. Research is centered around where returns come from and securities that offer higher expected returns share certain characteristics called dimensions. Every day, managers and traders strive to … [Read more...]

Comments on the U.S. Dollar

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One of the areas of volatility that isn’t always the first mentioned and reviewed in headline news is the state of our currency. The dollar is quite strong at present and, in an article in Barron’s, Randall Forsyth summed it up well with “The strong dollar- is helping the Fed’s effort to rein in inflation, doing some of the work of expected interest-rate hikes. But as first-quarter earnings reports from U.S. multinationals demonstrate, the … [Read more...]

It’s Financial Literacy Month

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Numbers & Such By the middle of each week, the top corners of my desks (yes, multiple) are already full of pieces of newspapers, journals and magazines that I’ve clipped or torn out. This week’s contained a variety of numbers and stats that caught my eye. They included: LPL – was founded in 1989 by the merger of Linsco and Private Ledger, currently serves over 18,000 financial professionals and 800 institutions with a ranking of #466 on … [Read more...]