The IRS has just released the NEW 2025 retirement contribution limits. We’ve outlined some of what’s new for 2025 and what these changes could mean for your retirement outlook. We will be publishing a user friendly FULL 2025 tax numbers document soon. Be sure to keep...
Blog
Are You Prepared for the Election’s Market Impact?
With the presidential election quickly approaching, we understand this may be a stressful time. From ballot counts to legal challenges, Election Day is likely just the beginning. As John Emerson, Vice Chair of Capital Group, notes: “There’s a good chance we won’t know...
The Next Big Wave in Health Care
As we close out 2024, one of the most exciting trends shaping the future across multiple industries is the rise of innovation. From health care to technology, these advancements are transforming sectors and creating substantial growth potential. "We are in the early...
Minivans and long-term investing…
I happened to be reading one of my favorite columnists this weekend: Dan Neil. Dan writes the Rumble Seat column for the Wall Street Journal. This weekend Dan wrote a follow up to his 2018 Honda Odyssey review, writing about the soon-to-be-released VW ID.Buzz an...
Stock markets worldwide were up in the third quarter 2024
Stock markets, through a slow start to the third quarter, were mostly up to end the quarter 9/30/2024. The S&P 500 returned 5.9% during the third quarter, bringing its year-to-date (YTD) return to 22.1%. Bolstered by a weaker U.S. dollar, developed international...
Welcome to the Benjamin Button Economy
The U.S. economy appears to be heading back to the future. Here's what Capital Group has to say... "In the 2008 movie, The Curious Case of Benjamin Button, the title character played by Brad Pitt ages in reverse, transitioning over time from an old man to a young...
The Fed just cut interest rates. Now what?
The Federal Reserve (aka FOMC) has cut interest rates. What does it mean? Hear from Capital Group on their take…. The U.S. Federal Reserve has finally arrived at the rate-cut party. Officials at the central bank lowered interest rates 50 basis points to 4.75% to...
U.S. economy poised for a soft landing. What comes next?
You may have heard the term “soft landing” for the US economy. Let’s take a look at what that means from The Capital Group’s economist: Darrell R. Spence and his take at the end of August. A great deal of market commentary over the past several months has focused on...
It’s Our 9th Anniversary…Thank You!
Nine years ago, on a Friday on September 11, 2015, we, Theresa Bell and I, started E2E Financial, LLC working from the dining room table at my house. We knew moving to independence to better serve our clients and new clients was the right move. We didn’t know if our...
3 Investment Ideas from Second Quarter Earnings
From the Capital Group: A spike in volatility following a lackluster jobs report in the United States and a rate hike in Japan masked a broadly solid second quarter earnings season. With that in mind, here are three investment ideas from the latest round of earnings...