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.
Financial Planning for Retirement: It’s More Accessible, but Be Careful: The New York Times
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...
Thoughts as 2022 Ends
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...
LPL Research’s Outlook 2023: Finding Balance
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...
Markets Don’t Wait for Official Announcements
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...
What History Tells Us about the Market and Control of US Congress
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...
Dimensional Congratulates Douglas Diamond on Nobel Prize Honor
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...
The Only 2 Scenarios:
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...
Bumpy Road to the Market’s Long-Term Average
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...
Dimensional: Market Returns through a Century of Recessions
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...
Bonds Deliver Positive Returns in July
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...
LPL Midyear Outlook 2022: Navigating Turbulence
LPL Research “Midyear Outlook 2022: Navigating Turbulence” features LPL Research’s economic and market forecasts for the second half of 2022. It’s available in digital and printer-friendly versions. *Material from third-parties, including Dimensional Fund Advisors...
The Nurture Provided by Dividends
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...
Commodities and Corn
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...
It’s All About The Science
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...
Comments on the U.S. Dollar
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...