Hi Everyone, New rules apply to 2015 regarding IRA rollovers. Let's make sure you understand them. If you have questions, don't be shy; I'm here to help. Here you go, Susan New in Tax: One IRA Rollover Per Year Beginning in 2015, investors are only able to make one rollover from an IRA to another (or the same) IRA in a 12-month period. This limit applies to all IRA accounts, regardless of the number you may own. In … [Read more...]
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.
Great Giving – “Susan On Money” for Week of April 15th, 2015
Hi Everyone, Once again, I have survived April 15th. But, if one more person tells me to be glad I had to pay, I'm going to smack them. Kidding aside, I am always glad and thankful for each year this business thrives and grows. Thank you for helping me make it work. Have a great week, Susan Charitable Donations and Kiva On the final flip through of the returns, I lingered on the page listing all of the charitable … [Read more...]
True Value – “Susan On Money” for the Week of April 1, 2015
Hi Everyone,As we head into April, a month typically kind to equity markets, I have found many articles discussing the valuation of companies as it relates to their stock price. Rana Foroohar's from Time this week was most interesting. Here you go, Susan Stock Prices and True Value"One of the hardest-dying ideas in economics is that stock price accurately reflects the fundamental value of a given … [Read more...]
More on Interest Rates – “Susan On Money” for Week of 3/25/2015
Hi Everyone, Tax issues aside, the most common request of week is for information on potentially rising rates. Here are a few thoughts, Susan Economy and Rates This week moved us a tad bit closer to an interest rate hike by the Federal Reserve. Two main factors contribute to their thinking: 1) Unemployment rates have fallen. 2) Businesses are investing more. Many interpret this to mean the first move may come … [Read more...]
Information to Act On – “Susan On Money” for Week of March 18, 2015
Hi Everyone, The Fed meeting today certainly made for one of the more interesting days to market watch. I enjoyed it but hope you didn't even feel a need to look. We have positioned for this. This week' update is dedicated to information worth knowing and acting on. It comes from Kiplinger. Have a great week, Susan Consumer Info Interest rates - "expect a federal funds rate of about 0.75% and a bank prime … [Read more...]
Small and Sensible – “Susan On Money” for Week of March 4, 2015
Hi Everyone,We are very interested in bringing investor's attention back to smaller companies in 2015. The growth of the U.S. equity markets the last few years has caused many to ignore this important asset class.Let's look at them,Susan Defining Small: Small companies are typically defined as those having a market capitalization of less than $1.5 billion. They are sensible for the portion of your portfolio seeking … [Read more...]
Dimensions Matter – “Susan On Money” for Week of 2/22/2015
Hi Everyone, Tax season is a busy time of year and this one coincides with the major reallocation of most all portfolios we manage. This update is to remind everyone of why we are doing it. Here you go, Susan Investment Dimensions Dimensions point to systematic differences in expected returns on specific investments. Your portfolio can be structured around these dimensions which are sensible, backed by data, and … [Read more...]
Being Rational – “Susan On Money” for Week of January 15, 2015
Hi Everyone, The week has shown a return of volatility and, in my view, this will be a fairly common event in 2015. This update is dedicated to addressing our rational approach to these markets. Here you go, Susan Risk and Return Prudent investing is a rational process. It involves deciding how much risk to take, then choosing asset classes to match an investor’s preferred risk-return tradeoff. Core beliefs: Securities are … [Read more...]
New Plan for New Year – “Susan On Money” for Week of January 5, 2015
Hi Everyone, Here’s wishing you the best in 2015. Our outlook is positive and we want to make certain adjustments are made to financial plans, where needed, and that all communication lines are open so we can take full advantage of opportunities. Let’s get going, Susan Outlook We are thinking that 2015 will be kind to U.S. equity markets and would not be surprised to see high single digit returns. Certain sectors could perform in … [Read more...]
Being Your Fiduciary – “Susan On Money” Week of 12/10/2014
Weekly Quote "Change should be a friend. It should happen by plan, not by accident." ~Philip Crosby Hi Everyone, December brings one of the most important times of year for me as your fiduciary. It's time to review, refresh and plan for 2015. Here's why it's so important, Susan Fiduciary Duties As someone that manages the assets of others, I stand in a special relationship of trust, confidence and legal responsibility. I … [Read more...]
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