If you were hunting for a group of stocks to dethrone the Magnificent Seven ("Mag Seven"), there’s a good chance European banks weren’t at the top of your list. But looking at returns over the past 12 months and on a year-to-date basis, that’s exactly what happened....

Wow...10 years of E2E Financial and we couldn't have done it without you! We wanted to extend our deepest thank you to our clients, colleagues and other members of our network for your continued support throughout the years. If you haven't already RSVP'd we are...

As the U.S. economy heads into the final months of a tumultuous year, all eyes are on American consumers. Can they continue to power through despite weaker job growth and slower wage increases? Or will they tighten their purse strings amid rising tariffs and higher...

Now that President Trump’s One Big Beautiful Bill Act has been signed into law, investors are turning their attention to the impact that the massive tax and spending legislation could have on the U.S. economy and financial markets. Among many other provisions, the law...

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...

Beyond the tech company segment, a new stock segment appears to be en vogue according to Matt Hochstetler equity portfolio manager at Capital Group… As a kid growing up in Lawrence, Kansas, I started a lawn mowing business to earn extra money while attending school....

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...

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...

With President Donald Trump’s signature on the One Big Beautiful Bill Act (OBBBA), the federal government has provided some much-desired consistency around the direction of tax policy. The sprawling bill has so many components and areas of impact that it’s worth...

Earlier this year, we sent you our annual Key Financial Data card to help you stay current on tax limits, retirement thresholds, and other important planning numbers. Normally, that card remains unchanged for the full year—but there is always the chance of mid-year...