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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.

March Madness & Your Portfolio

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As the market downturn at beginning of year continued through February, we began treating it like all other corrections. First, it's important to remember that as abnormal as this may feel, it is actually very common and an important component of how our markets work. We had gone two years without such and now is time. Each correction has its own characteristics and this one is quite the character. Should we blame inflation, rising interest … [Read more...]

Mantra 2022: Keep It Efficient, Precise and Goal Achieving

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This is our commitment to you for 2022, a year which is likely to be rewarding for investors with efficiently managed portfolios and a focus on efficiency. Goals should be achieved this way. By efficiency, we mean selecting investments with precise and measurable objectives so closely matched to your own goals that you, as our client investor, need not expend more than is necessary to feel comfortable that we are working daily making certain … [Read more...]

Susan R. Linkous Awarded Five Star Wealth Manager Award 2021

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We are pleased to announce Five Star award winner Susan Linkous’s appearance in The Wall Street Journal and Arizona Republic in a special section for October. Susan was named a Five Star award winner in 2021. This is the 9th consecutive year she has achieved this recognition. By earning this honor, Susan has shown an outstanding commitment to clients. Please look for Susan in The Wall Street Journal and Arizona Republic, and offer your … [Read more...]

Benefits of Choosing an AIF® Designee

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U.S. News & World Report recognizes the AIF® Designation as one of the top financial certifications. Read 4 Best Financial Certifications here. WHAT MAKES AIF® DESIGNEES DIFFERENT? Is the investment advice you are receiving really in your best interests? Unless your advisor understands and follows a fiduciary process, you can’t really be sure. Even those investment professionals who are required to act as fiduciaries might not have the … [Read more...]

To Be Responsible or NOT

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Hi Everyone, We are being inundated with news about Coronavirus Covid-19 as it relates to our health and to the markets.  As a fiduciary, your interests are my interests. I am watching the news and markets closely. It is important to stay informed and aware of our surroundings.  My daughter is currently in college in the Pacific Northwest at University of Oregon.  Our conversations relate to keeping good hygiene habits, how to travel (since … [Read more...]

What You Need To Know About SECURE Act in 2020

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A new law was passed on December 20, 2019 and became effective January 1, 2020. SECURE is an acronym for Setting Every Community Up for Retirement Enhancement. The act is designed to help more people save for retirement in accounts likes 401(k)s and other tax-advantaged accounts so they don't outlive their money. Here are some of the changes the SECURE Act plan makes for retirees:  It allows individuals to continue making traditional IRA … [Read more...]

Any Sign of Recession? – Susan on Money

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Personally, I think we are a bit away from any real recession. There are a few scenarios that should tell us when we are near: Sharp rise in wages Rising inflation Fed gets aggressive with interest rates Dip in consumer confidence Business becomes cautious about investing in growth In addition, any trade war talks that are prolonged and or a handful of leading indicators weaken (a leading indicator is a factor of economy that … [Read more...]

Relationships: Inflation and the Fed

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When the economy heats up, inflation rises. The Fed will step in and raise rates in an effort to decrease borrowing and increase savings to slow things down a bit. We are in an environment that is tempered with gradual adjustments and one that should allow modest growth with no real threat visible. It is my opinion that we simply need to keep balance across the board. In other words, so long as your house is in reasonably good order, I see … [Read more...]