Mark Stevens - LPL Financial Advisor

Mark Stevens - LPL Financial Advisor

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Photos from Stevens Financial Advisors's post 09/19/2024
02/26/2023

Christopher had his first client event at the Back 9 Social in Wallingford. We put together a video, check it out!

A Taxing Story: Capital Gains and Losses 07/14/2021

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies.

Monthly Market Insights | July 2021 07/08/2021

In June, stocks moved higher despite accelerating inflation and the Fed’s monetary policy pivot.

Monthly Market Insights | July 2021 Monthly Market Insights | July 2021 U.S. Markets Stocks moved higher last month as investors looked past accelerating inflation and the Fed’s pivot on monetary policy. The Dow Jones Industrial Average slipped 0.07 percent but the Standard & Poor’s 500 Index rose 2.22 percent. The Nasdaq Composit...

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2319 Whitney Avenue Suite 3D
Hamden, CT
06518