The current investment markets volatility is unfun. We understand. Our role is to separate the facts from the froth. Little reported fact: the S&P 500 last week was actually up 0.61%. You may have not caught it on the news. Volatile markets that today are caused...
Last week was a rough ride for the markets with news of the coronavirus spreading. You may be looking for advice on what to do. I’ve been in the industry over 25 years, and I endeavor to look at the world through the lens of facts and history. News reporting has...
By now, you’ve been hearing about The SECURE Act of 2020. How does this affect you? Andres Romero of E2E Financial walks you through it in this quick video. Have more questions about The SECURE Act? Reach out – we’re here to...
Information security is a constant battle when there are criminals waiting to take advantage of you and scam you. So while it’s easy and it would make sense to shorten the year 2020 to simply “20” when signing paperwork, it’s best to protect...
Social Security is a major source of lifetime retirement income for most Americans. As you near retirement, determining when to claim your social security benefit is one of the biggest financial decisions you need to make. Watch this 3-minute video to help you...
