Linden Thomas & Company

05/19/2026

Take advantage of our no obligation risk assessment:

https://lindenthomas.com/lps/complimentary-portfolio-analysis/

05/18/2026

When markets are doing well, investors can forget the lessons of down-markets and unintentionally concentrate their risks.

When markets are doing well, investors can forget the lessons of down-markets and unintentionally concentrate their risks. The success of an asset class, such as tech stocks or emerging markets, can make an investor with a balanced portfolio feel that they are missing out on the rally. Unfortunately...

05/14/2026

Why Long-Term Investors Should Focus on Ownership, Not Short-Term Portfolio Fluctuations

Why Long-Term Investors Should Focus on Ownership, Not Short-Term Portfolio Fluctuations In a world built around constant noise and real-time results, it’s no surprise that many investors struggle to achieve long-term success. We live in an era where portfolio values are available at the click of ...

05/13/2026

Not many investors give much thought to their after-tax returns. Yet, over long periods, not planning for taxes can erode portfolio performance — just as much as fees or poor timing.

https://indexopedia.com/the-hidden-advantage-of-direct-indexing-tax-loss-harvesting/

05/12/2026

Question worth asking: if the market dropped 25% tomorrow, which part of your portfolio could take the biggest hit?
Most investors don't have a clear answer. We can give you one — at no cost.
We offer a complimentary portfolio stress test that runs your holdings against historical market scenarios, including 2008 and 2022, to show you where you may be exposed. No obligation. We do the analysis. You decide what to do with it.

https://lindenthomas.com/lps/complimentary-portfolio-analysis/

05/11/2026

Investing successfully isn’t just about picking the right stocks and bonds. It’s about ensuring your portfolio is structured to minimize inefficiencies and maximize results.

An efficient portfolio - one tailored with precision to eliminate excess costs, avoid unnecessary risks, and capture market opportunities - can achieve what an inefficient portfolio often fails to: sustainable, long-term outperformance

05/10/2026

Happy Mother’s Day from Linden Thomas & Company. Today, we pause to recognize and honor the women whose influence reaches far beyond what can be measured. Mother’s Day, formally established in 1914 under Woodrow Wilson, began as a simple yet profound idea championed by Anna Jarvis—to set aside a day devoted to gratitude for the care, sacrifice, and steady presence of mothers.

Over time, the meaning has only deepened. While traditions and celebrations may vary, the core remains unchanged: recognizing the role mothers play in shaping character, guiding decisions, and providing a foundation that endures across generations. Their impact is not always loud or visible, but it is lasting—woven into families, communities, and the lives they help build.

05/07/2026

Investing is often viewed as a balancing act, where the goal is to maximize returns while minimizing risk. However, the market is a dynamic place, and no single asset class consistently delivers the best results year after year.

The market is a dynamic place, and no single asset class consistently delivers the best results year after year. That’s why the key to long-term success lies in the strategic allocation of assets across different classes that historically perform differently

05/06/2026

Chasing hyped-up stocks or trendy themes often ends in tears. Why? Because media hype can distort our perception of underlying reality and confuse our ability to distinguish between good and bad stocks.

Chasing hyped-up stocks or trendy themes often ends in tears. Why? Because media hype can distort our perception of underlying reality and confuse our ability to distinguish between good and bad stocks. Continual reassurance by Wall Street and the media may build confidence in a given security, but....

05/05/2026

Investing carries a variety of risks, which can broadly be categorized as systematic risks and unsystematic risks. Systematic risks affect the entire market and are unavoidable, while unsystematic risks are specific to particular investments and can often be mitigated through diversification. Understanding these risks is key to building a resilient portfolio.

Investing carries a variety of risks, which can broadly be categorized as systematic risks and unsystematic risks. Systematic risks affect the entire market and are unavoidable, while unsystematic risks are specific to particular investments and can often be mitigated through diversification. Unders...

05/04/2026

Bonds are a fundamental component of the financial markets, offering investors a way to earn returns while providing funding to organizations and municipalities. These debt securities come each possess their own unique features, benefits, and risks. This article explores the main types of financial bonds, highlighting their characteristics and purposes.

Bonds are a fundamental component of the financial markets, offering investors a way to earn returns while providing funding to organizations and municipalities. These debt securities each possess their own unique features, benefits, and risks