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
3 Simple Reasons You Need to Fund a Donor Advised Fund (DAF) in 2025 A Donor Advised Fund (DAF) is a tool that allows you to contribute to a fund and get an income tax deduction in that year. Speaking of tax deductions, it reminds me that, “I Love Paying Income Tax.” Said No One… Continue Reading: 3 Simple Reasons You Need to Fund a Donor Advised Fund in 2025
This retirement article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA. Ah, retirement, it appears to be on a lot of folks minds. No wonder. There are 10,000 people A DAY turning 65 in the U.S. Repeat, A DAY. 1) That’s a ton of people finally putting out and heading… Continue Reading: 4 Easy Steps to Retirement
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Year to Date Returns Its late fall here in Connecticut. Soon we will celebrate Thanksgiving. Investors certainly have a lot to be grateful for this year. The markets (so far) have been kind to investors in 2019. Through November 12,… Continue Reading: Capital Gain Distributions and Tax Loss Harvesting