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 York Times: Financial Planning for Retirement: It’s More Accessible, but Be Careful We will continue to adapt and stay on forefront of all industry trends to offer our … [Read more...]
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 living, and the direction of the financial services industry. The most challenging event to navigate was also the most welcome, interest rates increased. For many years, investment … [Read more...]
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 is well underway. And when those disruptions hit the market, it can be hard to find our footing and stay the course. Those are the times when sound financial advice is more valuable … [Read more...]
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 market. The US recession spanned from December 2007 to May 2009, as indicated by the shaded area in the chart. But the official “in recession” announcement came in … [Read more...]
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 Republicans controlled the House and the Senate, or whether control was mixed. Actions by Congress and the other branches of the federal government may mpact returns, but other factors … [Read more...]
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 October 10 for his research on banks and financial crises. Professor Diamond is the Merton H. Miller Distinguished Service Professor of Finance at the University of Chicago Booth … [Read more...]
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 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
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
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
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...]
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