School’s In. Thank a Teacher!

In my part of the country, it’s back to school time. Made me think back to my childhood. (Where we started school AFTER Labor Day!) 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...

A Financial Approach Built for Dentists

We often get asked how we help dentists. E2E Financial is a financial coaching and planning team with over 20 years of experience working with dentists to help them pursue their financial goals. We are more than just an investment firm. We work with you and your...

Seven Takeaways From a Dizzying Week For Markets

Last week was one for the ages in terms of the number and magnitude of events and data points for investors to digest. A Federal Reserve (Fed) meeting, the monthly jobs report, and the peak week of earnings season would be enough to qualify as a busy week. But add in...

Why security could be a durable investment theme

Against a backdrop of war in Ukraine and the Middle East, as well as a global trade war, nations are redefining their relationships with allies, rivals and trading partners to bolster their national security. Companies that can innovate and meet rapidly evolving...