Inflation certainly has been on everyone’s minds. Although inflation is down from its peak, the day-to-day costs many folks experience remain significantly higher than they were just a few years ago. Inflation Snapshot (BEA PCE, released June 25, 2026) Headline PCE: 4.1% Core PCE: 3.9% People are correctly not focused on the decline of the… Continue Reading: Inflation: The Silent Tax – And How to Fight Back
The Founding Fathers knew they were putting their lives on the line when they signed the Declaration of Independence in 1776. While we get to say happy birthday, I suspect they are all smiling now, as the country has become the largest economy in the world. The Gross Domestic Product (GDP) measures this. It is… Continue Reading: Happy Birthday, America: 250 Years And Still Going Strong
Following the herd can lead to risky outcomes, don’t chase the latest investment fad. Many investors fall victim to the herd mentality, especially when chasing the latest investment fad. Following the crowd can lead to poor investment decisions and unnecessary risk. Everyone knows they should not drive through the rear-view mirror when investing. It was… Continue Reading: Why You Shouldn’t Chase the Latest Investment Fad
Creative Destruction was a term coined by Austrian Economist Joseph Schumpeter in 1942. This term essentially describes the dismantling of current processes and procedures to make room for improved methodologies. However, for investors creative destruction really matters as capital does not disappear, it moves, typically from what is not working to what is working. An… Continue Reading: Why Creative Destruction Can Be a Good Thing
Before Investing, Know the Rules of the Road In the past, we discussed with our clients their goals and objectives, risk tolerance, and what their timeline is for when they need the funds. We would then allocate the appropriate amount to the three major asset classes, cash, fixed income, and equity. Then, we will drill… Continue Reading: Before Investing, Know The Rules of the Road
Here is what you need to know to understand the math of the stock market now. Price Earnings Ratio One ratio that all Average Joe’s should be familiar with is the Price Earnings (P/E) Ratio. It is one of the more common measurements of valuation. This ratio takes the price of a stock and divides… Continue Reading: What You Need to Know to Understand the Math of the Stock Market Now
7 Easy Things Learned from the Roaring Twenties 2.0. All the way back in January 2020 we wrote about The Roaring Twenties 2.0. Looking back, what have been the biggest changes since then? The Pandemic No question. In fact, it might be easier to describe what the Pandemic has not changed rather than to list… Continue Reading: 7 Easy Things Learned from The Roaring Twenties 2.0
Here are 3 simple reasons to avoid private equity in your 401(k). Private equity is all the rage now. I should clarify that. It is all the rage about having private equity offered to all the Average Joe’s through their 401(k) plans at work. Wait, what? Yes, it is possible you may be given the… Continue Reading: 3 Simple Reasons to Avoid Private Equity in Your 401(k)
Here are 5 Easy Reasons for a Pending Economic Slowdown. 1)Trade Wars At the top of the list are the current trade wars. Frankly, it is hard to keep up. So far, President Trump has signed about 260 Executive Orders and counting. In investing, there is a term called Fear of Missing Out. This means… Continue Reading: 5 Easy Reasons for a Pending Economic Slowdown
This article, last updated in January 2024, is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA. Years ago we went for a bike ride on Christmas Day on the Farmington Canal Heritage Trail in Farmington, Connecticut. It really is quite a nice trail. We have never been on a bike ride… Continue Reading: “A Bear, A Bear, A Bear!”