Hi Everyone,

Summer approaches and it’s time to remind you of a few things that will make the heat more tolerable and keep your finances on track. Let’s get it done so we can take a break.


Things To Do

Over the past few weeks, I have written about the shift I have seen from those scared to lose principal to those worried about losing some nice gains. It’s called profit taking and the appropriateness for you depends on a few things.

The taking of gains makes sense when we have a smarter use for the funds. This could be reducing debt, a special trip, further diversification or shoring up cash reserves. If you haven’t had this discussion with me, please do. I would like to see this done by mid-May if possible.

Thus far, most of you have chosen to shift these funds and broaden the scope of your investments. Asset allocation allows us to work together and provide exposure to asset classes you may not have but could be profitable over the next few years. It’s much like treasure hunting and can be fun. On my radar:

US energy pricing supportive of manufacturing jobs
Technology companies – chips
Healthcare and real estate – may be more connected than you think

Call for details as the things on my radar aren’t always right for your portfolio.

Until next week,
Susan R Linkous

Don’t Forget

If your tax rate changed much this year, I need to know. Call for an appointment as soon as possible so we can make 2013 as efficient as possible.

Quote of the Week

“I want to be thoroughly used up when I die, for the harder I work the more I live. I rejoice in life for its own sake.” ~George Bernard Shaw

The opinions expressed above are just that, opinions. Seek advice before investing. Asset allocation does not ensure a profit or protect against a loss.