Things are looking up! The S&P 500 gained 10.4% in April for its best month since November 2020(+10.8%). April was the 27th best month in the S&P’s history since 1928 and the 4th best April on record. Historically, gains of 5%+ in April have been followed by a median gain of 2.2% in May, which is double the norm.

With tax season behind us, this is a good time to look ahead and evaluate planning opportunities for the year ahead. Two areas that may be worth reviewing are Health Savings Accounts (HSAs) and Roth strategies, both of which can play an important role in long-term tax...

As global events continue to unfold, staying grounded in long-term planning is key. This article from our strategic partner, Capital Group, highlights several potential long-term impacts of the conflict in Iran. Providing helpful perspective on how geopolitical events...

Artificial intelligence continues to evolve at a rapid pace. Models are improving, computing costs are easing and companies are beginning to report tangible efficiency gains. We, at E2E Financial, are keenly aware of AI for both it's amazing ability to make us more...

Market volatility is inevitable, but how you respond to it is within your control. In last week’s Market Update, we put recent market volatility into perspective. This week, we’re focusing on how to navigate it. Here’s additional insight from Capital Group: "You...

It's all you hear about, it's all people are talking about: conflict in the Middle East and how it is affecting the markets. Learn more from the Capital Group on why staying invested is important amid a decline in the markets. "Should the worst oil supply shock in...

Global events are once again reminding us how quickly markets can shift. As tensions escalate in the Middle East, we’re seeing ripple effects across energy prices, inflation, and ultimately, the broader economy. Our partners at J.P.Morgan break down what this could...

With ongoing concerns in the market we do our best to stay up to date with whats going on and bring you the more crucial information. Here are the latest insights from the Capital Group. "As war in the Middle East escalates, investors are confronted with the reality...

We make it our mission to constantly stay informed to better serve our current (and future😉) clients. During today's conversation with JPMorgan about The investment implications of the U.S. strike against Iran here are our 6 biggest takeaways: 1. Geopolitical Backdrop...

Hope you are having a great start to the week! From Capital Group: "President Trump picked former fed governor Kevin Warsh to lead the U.S. Federal Reserve (“The Fed”), elevating a recently dovish voice at a moment when policymakers are trying to decide how far and...