FROM THE DESK OF ANDRÉS
Articles

Is your financial plan keeping up with your practice growth?
Congratulations you've worked hard to get to where you are in your career! Now, let’s make sure you're getting the most out of everything you're putting in. After working with dentists for over 20 years, we’ve seen how impactful it is when their personal financial...

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...

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

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...

Planning: it’s more than just retirement!
Planning doesn't just have to be about retirement. There are many big events that require planned saving. The earlier you start planning, the easier they are to manage. You might be wondering...besides retirement, what should I be saving for? Education: kids or...

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...

Don’t Make This Investment Mistake!
2025 has been a turbulent year for investors. While the S&P 500 is currently up 0.21%, the year began with significant market volatility. It’s yet another reminder of why having a long term investment plan matters. STAY INVESTED Smart investing can overcome the...

How do tariffs affect the stock market?
Investors may be experiencing déjà vu as tariffs make headlines. The first Trump administration’s tariffs on China sparked a trade war that whipsawed markets and dominated the news, much like now. How did markets respond? Volatility rose in 2018, driven by the trade...

The best investment advice we’ve learned and use to help you succeed
I’ve been blessed to provide investment advice for over 20 years. I’ve learned a few things along the way that can help you become a better investor. Sometimes the best investment action is no action. Many times, like the great tech bust of 2000, the Great...

Warren Buffett set to retire. What we can learn from his investing style
Warren Buffett announced on Saturday, May 3rd, 2025 that he is stepping down as CEO of Berkshire Hathaway as of 12/31/2025. The 94-year-old investor has had a great ride and done very well for his investors. What can we learn from him? Many things. Let me highlight...
Tax Ideas

The GREATEST Tax Benefit Available! If You Qualify… 😉
A health savings account (HSA) may be the best tax-beneficial tool you can use. Health Savings Accounts are triple-tax free, so if eligible to contribute, make the most of it! Tax advantages include: Tax-free or tax-deductible contributions Tax-deferred earnings in...

Due to NEW Tax Legislation, Reviewing Your Beneficiaries has Become VITAL!
As we have mentioned before, the new tax legislation is making things harder for beneficiaries of retirement plans. First let’s review retirement account (RA) beneficiaries in general. All retirement accounts, like IRAs, 401k’s, pensions, etc., must have a named...

Tax Rates Set to Expire. Are YOU Ready?
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:...

Charitable Contributions from IRAs
The Pension Protection Act of 2006 first allowed taxpayers age 70½ and older to make tax-free charitable donations directly from their IRAs.

Donor-Advised Fund
A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time.
Videos
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