Nine years ago, on a Friday on September 11, 2015, we, Theresa Bell and I, started E2E Financial, LLC working from the dining room table at my house. We knew moving to independence to better serve our clients and new clients was the right move. We didn’t know if our...
From the Capital Group: A spike in volatility following a lackluster jobs report in the United States and a rate hike in Japan masked a broadly solid second quarter earnings season. With that in mind, here are three investment ideas from the latest round of earnings...
Happy Labor Day weekend! As we kick off the unofficial start of fall, reminder that NOW is the best time to get your 2024 tax planning done. Proactive tax strategies can help you potentially put more money in your pocket and minimize your tax liability. Your CPA,...
In my part of the country, it’s back to school time. Made me think back to my childhood. As some of you may know, my father, Alberto Romero, was a college professor and high school teacher. I am also blessed to have my youngest daughter, Isabelle, follow in his...
We’ve worked with dentists for over 20 years. Some of the top concerns dentists have stayed the same and some have changed. Two of the top concerns we are seeing today are staffing and growing your practice. Staffing is a one that has risen to the top in the last 5...
