As a practice owner, your income really comes from two places: distributions from your business and the W2 income you pay yourself through payroll. To figure out what your gross W2 should be, start by asking three key questions: 1. How much do you need for living...
Blog
What the U.S. government shutdown could mean for investors
In a year full of uncertainty over tariffs and trade, financial markets took another curveball on Wednesday as the U.S. government shut down amid an ongoing dispute between Republicans and Democrats over spending priorities. There is no indication how long the impasse...
What we can learn from my favorite personal finance writer…RIP
On Sunday, September 21st Jonathan Clements, my favorite personal finance columnist for the WSJ, died. I loved his straight forward approach to personal finances and investing. He kept his articles direct and jargon free. Here are his timeless tips, when investment...
Thank you to our E2E Community
This past weekend we had the pleasure of gathering with many of our E2E family to celebrate our 10th Anniversary. Whether you were there in person or cheering us on from afar, we want to say thank you. The last decade would not have been possible without your trust,...
The importance of a globally diversified portfolio
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....
It’s our 10th Anniversary
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...
What earnings season revealed about U.S. consumers
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...
4 views on one big beautiful bill
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...
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...
Opportunity investing in companies that cater to mass-market consumers
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....