I understand the concerns during these crazy markets. I know it is not fun. Seeing markets gyrate makes for an emotional roller coaster. You have lived through this before (think 2008 great recession, 2000 internet crash). Please keep the faith! Why am I so adamant...
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Investment Markets got you shaken up? S&P 500 was up last week. Surprised?
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...
Markets in Turmoil? Stay the Course!
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...
The SECURE Act and YOU
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 help.
Why you should never shorten “2020”
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 yourself by writing out...
When Should You Claim Retirement Benefits?
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...
The Growth of Socially Responsible Investing
Many people are interested in socially responsible investing, also called sustainable, responsible, and impact investing, or SRI Investing. This type of investing lets people put their money into companies and/or industries that align with their personal values and...
Is Your Financial Plan on Track for the New Year?
As the new year approaches, our thoughts often turn to where we are and where we're going. Does your financial plan need fine-tuning? Check out this brief video.
Happy Thanksgiving from E2E Financial
I have been cooking the Thanksgiving turkey for the good part of twenty plus years. Even when Thanksgiving is not at my house. Why? The turkey is fantastic! I have Alton Brown to thank. Here is his recipe. The secret is in the brining. Not up for brining? Marketing...
Women & Money: Taking Charge of Your Financial Future
Women have more opportunities today to pursue financial success than ever before. yet on their path to financial independence, women often face obstacles that their male counterparts don't. Let's look at some of these challenges and tips to overcome them in this short...
ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?
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