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Articles
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Should investors be nervous about the stock market?
Stock market jitters, triggered by tariffs and recent breakthroughs in artificial intelligence (AI) by a Chinese tech company, offer a stark reminder that even the strongest bull markets can stumble — particularly when certain stocks are priced to perfection. The...
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Tariffs don’t change U.S. economic outlook
With talk of tariffs and trade wars commanding front-page headlines all week, it’s important for investors to pause, take a breath and evaluate the events through a long-term lens. What are the actual, lasting impacts of tariffs on the United States and other...
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Drug discovery is creating a golden age of health care
Following last year’s U.S. election, uncertainty over the industry’s regulatory outlook sparked a slump in health care stocks, further pressuring a sector that had lagged throughout the year. But following the sell-off, many companies are trading at attractive...
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There are always reasons not to invest
Imagine going back in time to New Year’s Day 2020 and learning in advance about the biggest events over the next five years. The COVID-19 pandemic. A steep bear market. Inflation above 9%. Wars in Ukraine and the Middle East. A trade war with China. Political...
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AI may be overhyped, yet bigger than you think
Excitement over the transformative potential of AI remains sky high, as does investment in the technology. Tech giants Amazon, Alphabet, Meta and Microsoft are expected to collectively spend $500 billion over the next three years in a race for dominance. The...
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The retirement equation. Is it adding up for you?
Planning for retirement can be overwhelming. There are factors that are out of your control, such as market returns and regulatory reforms. There are factors over which you have some control, including longevity due to how you manage your health and how long you work....
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2024 another banner year for US Stocks…what? me worried?
For the second straight year, US stock markets (based on S&P 500) was up and was the leading major stock market worldwide. All key segments (see the Callan Periodic Table of Investment Returns) returns were positive for 2024 with US bonds in last place. 2024 Key...
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Start 2025 with a BANG!
We want you to have the BEST start to 2025! Here are the three key financial steps to help you start 2025 as your best year ever: Review your 401k plan contributions. Are you maximizing your retirement nest egg? Review your tax withholdings. Are you in line to not...
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A Holiday Thank You from All of Us Here at E2E!
We appreciate your support throughout 2024. Your trust and partnership mean a lot to us, and we are grateful to have you as part of our E2E Financial family. We wish you and your loved ones all the best this season and in the New Year! As a special thank you, we've...
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AI may be overhyped, yet bigger than you think
Excitement over the transformative potential of AI remains sky high, as does investment in the technology. Tech giants Amazon, Alphabet, Meta and Microsoft are expected to collectively spend $500 billion over the next three years in a race for dominance. The...
Tax Ideas
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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...
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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...
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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:...
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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.
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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.
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