Many of the Tax Cuts and Jobs Act (TCJA) of 2017 provisions which reduced income taxes for all of us are set to expire December 31, 2025 if congress does not vote to extend them. Given the poor job the US Congress does to take action and the historically high US debt:...
It’s the holiday season. You and/or a family member may be inclined to give to a charity (see one of my favorite charities, PAWS Atlanta, above!). My parents enjoyed giving to charity, especially later in life. They sent checks to many charities. When they gave, they...
On November 28th Charlie Munger, the Vice Chairman of Berkshire Hathaway, and Warren Buffet’s right-hand man, died. By many counts, he’s considered one of the greatest investors of the all-time. What made him great? Here are just some of his thoughts…… “….One is the...
From deep-fried turkey to pumpkin pie, the holidays are a time to indulge. But a new category of weight loss drugs is designed to curb appetites and thereby prevent a multitude of health problems associated with obesity. At the same time, these drugs — sold under the...
It’s been a turbulent time around the world the last few weeks with Israel/Gaza conflict, Ukraine, labor strikes to name a few. But investment markets haven’t cared. The S&P 500 is up 3.66% for the last two weeks. Which is 19% (18.97 %to be exact.) of the S&P...
As we are a week away from Thanksgiving, we here at E2E wanted to wish you and yours the happiest of Thanksgivings! Since a big economic topic this year has been inflation, I thought I'd study the prices of frozen turkey's over the past few years. According to the...
One of the key areas we help our clients with is setting and achieving their retirement. Today I'd like to discuss this topic from a different perspective. Financial preparedness is key! If you'd like a second opinion on your retirement goal and retirement...
You may have seen/heard on the news that “the market went up/down….” What does “the market” mean in the US? Typically they are referring to either the Dow Jones Industrial Index (aka “the Dow Jones”) or the Standard & Poors 500 index (aka “S&P 500”). The key...
One topic we’ve been discussing at client meetings is the increase in the US Debt. Is it a concern? Can it become one? The current answer is it is not a current concern, but it could become one. Here is Darrell Spence’s, economist at Capital Group, take. “One question...
We are just over 2 months from the end of 2023! It’s important to do some planning now. Action now can minimize taxes that you owe for 2023. Things to consider: Defer as much income into your 401k plan as you can by 12/31/2023 payroll. The maximums for 2023 are...
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