Blog

What the megabill means for wealth planning

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...

read more

Revenge of diversification

Happy July! We are now in the second half of 2025. Q2 2025 investment markets, overall, have performed positively with the exception of small company stocks. (See far right “YTD” Column). Q2 quarter’s performance was led by international developed market stocks (DM...

read more

Happy 4th of July

"Courage is not the absence of fear , but the capacity to act despite our fears." ~ John McCain We will be closed tomorrow, July 4, 2025. We hope everyone has a safe and happy holiday weekend. We look forward to serving you when we return! Schedule a Meeting

read more

Money Saving Tips from E2E!

Knowing that Amazon’s Prime Day(s) starts Tuesday, July 8th and runs through Friday the 11th, I’d thought we’d give you some money saving ideas that we use. Use Rakuten to get money back on your purchases. To date, I have gotten over $1,700 back from purchases. Just...

read more

Will central banks come to the rescue?

Officials at the world’s major central banks — chiefly, the U.S. Federal Reserve and the European Central Bank — are watching closely as these events unfold. The ECB has already started cutting rates, and many investors believe the Fed will too, as tariffs threaten...

read more

ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?