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Benefits of Choosing an AIF® Designee

November 4 By Linkous Group

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...]

Filed Under: Blog, Blog1

To Be Responsible or NOT

March 4 By Linkous Group

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...]

Filed Under: Blog, Blog1

Looking for your tax forms?

February 26 By Linkous Group

Are you gathering information for your taxes? Find your tax documents via your online login or wait for delivery from USPS. … [Read more...]

Filed Under: Blog, Blog1

What You Need To Know About SECURE Act in 2020

January 30 By Linkous Group

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...]

Filed Under: Blog, Blog1

Any Sign of Recession? – Susan on Money

February 26 By susan linkous

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...]

Filed Under: Blog, Blog1

Relationships: Inflation and the Fed

February 18 By susan linkous

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...]

Filed Under: Blog, Blog1

YEAR-END CHECKLIST FOR CLIENTS FOR TAX SEASON

October 16 By Linkous Group

To prepare for tax season, here are a few things you will need to keep in mind. Should any of these circumstances apply to you, please notify your advisor to discuss your account. Federal and State Voluntary Withholding – If you have had a change of address in 2017, you must notify your advisor by December 15, 2017, to ensure that withholding amounts can be corrected within the same tax year. It’s recommended that you review your account … [Read more...]

Filed Under: Blog, Blog1 Tagged With: Checklist, Tax Season 2018

Investor Information

October 12 By Linkous Group

Dear Valued Investor: During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather to heightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic. With so many events competing for our attention, how do we know where to focus? As investors, it’s important that as we acknowledge the impact of these worldwide events, we remember to separate our personal sentiment … [Read more...]

Filed Under: Blog, Blog1 Tagged With: client information, Linkous Group, LPL Financial LLC

To Be Responsible or Not – “Susan On Money”

May 17 By susan linkous

To Be Responsible or Not - "Susan On Money" Hi Everyone,     The common thread thus far in 2017, from my vantage point, is responsibility. Who has it and do we want it? Let's look at the social side. Susan Being Socially Responsible Social responsibility is a notion that businesses could and should balance their profit making opportunities with those that … [Read more...]

Filed Under: Blog, Blog1

Our Final Four – “Susan On Money”

March 30 By susan linkous

Hi Everyone,     To say that 2017 has been interesting thus far is an understatement. I have a feeling it's going to continue to be so I'm sharing our final four expectations for the balance of the year. Susan Growth We continue to expect a modest pickup in economic growth in 2017 to near 2.5%, based on gross domestic product (GDP), supported by improving business investment, steady consumer spending gains, … [Read more...]

Filed Under: Blog, Blog1

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