Financial Advisor | Financial Planners

Financial Planning

480-836-2326

  • Facebook
  • LinkedIn
  • Twitter
  • Home
  • About Susan Linkous
    • Industry Awards
  • Services
  • Blog
  • Financial Reviews
  • Legal Docs
  • Contact Us
  • Account Login
You are here: Home / Blog / Summer Is Coming – “Susan On Money” for the Week of May 1, 2013

Summer Is Coming – “Susan On Money” for the Week of May 1, 2013

May 1 By Linkous Group

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.

~Susan

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.

Filed Under: Blog

Search

Contact Us

    Your Name (required)

    Your Email (required)

    Your Phone

    Your Message

    captcha

    Verification (type 4 digit code shown above)

    Blog Archives

    • March 2021
    • December 2020
    • March 2020
    • February 2020
    • January 2020
    • February 2019
    • October 2017
    • May 2017
    • March 2017
    • December 2016
    • October 2016
    • June 2016
    • May 2016
    • March 2016
    • January 2016
    • December 2015
    • November 2015
    • September 2015
    • July 2015
    • June 2015
    • May 2015
    • April 2015
    • March 2015
    • February 2015
    • January 2015
    • December 2014
    • November 2014
    • September 2014
    • August 2014
    • July 2014
    • June 2014
    • May 2014
    • April 2014
    • March 2014
    • February 2014
    • January 2014
    • December 2013
    • November 2013
    • October 2013
    • September 2013
    • August 2013
    • July 2013
    • June 2013
    • May 2013
    • April 2013
    • March 2013
    • February 2013
    • January 2013
    • December 2012
    • November 2012
    • October 2012
    • September 2012
    • August 2012
    • July 2012
    • June 2012
    • May 2012
    • April 2012
    • March 2012
    • February 2012
    • January 2012
    • December 2011
    • November 2011
    • October 2011
    • September 2011
    • August 2011
    • July 2011
    • June 2011
    • May 2011
    • April 2011
    • March 2011
    • February 2011
    • January 2011
    • December 2010
    • November 2010
    • October 2010

    Copyright © 2021

    The Linkous Group, Ltd. is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where The Linkous Group, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The Linkous Group, Ltd. unless a client service agreement is in place.

    Check out your broker with BrokerCheck ,  Susan Linkous, CRD #2938653 brokercheck_logo-new