FROM THE DESK OF ANDRÉS

Articles

Planning: it’s more than just retirement!

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...

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Will central banks come to the rescue?

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...

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Don’t Make This Investment Mistake!

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...

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How do tariffs affect the stock market?

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...

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Globalization isn’t dead. It’s changing.

Globalization isn’t dead. It’s changing.

This week we’re taking a deeper look at tariffs (as of today!) and the impact of the economy. Steve Watson Equity Portfolio Manager with the Capital Group (home of the American Funds) takes a look…. The latest round of tariffs launched by the U.S. government in early...

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A chart that puts market volatility into perspective

A chart that puts market volatility into perspective

President Trump’s tariffs have put market volatility back in the spotlight. After tariffs on nearly all trading partners were announced on April 2, the S&P 500 Index briefly descended into bear market territory — a rare sign of extreme economic pessimism when...

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How to Handle Market Declines

How to Handle Market Declines

It’s been a tough year for investment markets. The S&P 500 is down -8.47% year to date. You wouldn’t be human if you didn’t fear loss. But smart investing can overcome the power of emotion by focusing on relevant research, solid data and proven strategies. There...

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Last quarter seems so long ago…tariffs anyone?

Last quarter seems so long ago…tariffs anyone?

The quarter ending March 31, 2025 seems like eons ago. Quick review: S&P 500 stocks was down 4.3%, International (DM) Developed Markets was up 7.0% and US Bonds was up 2.8%. Being well diversified was key in the first quarter of 2025. The most recent topic is...

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Tax Ideas

The GREATEST Tax Benefit Available! If You Qualify… 😉

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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Tax Rates Set to Expire. Are YOU Ready?

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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Donor-Advised Fund

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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Videos

See You at the University of Alabama at Birmingham Vendor Fair!

See You at the Hinman!

Thank you, Hinman!

Dental Post Survey Review

Happy 2022!

Year End Planning

First Step Toward Success

3 Steps New Dentists Can Take

GA Dental Association Convention & Expo

Life in a Box

401k Plan Monitoring: Why and What to Do

E2E Financial and Capital Group – Investing During an Election Year

3 Key Questions to Ask About Your 401k

E2E Financial: Working with Dentists: 3 Key Points

E2E Financial: Partnering With Your CPA

E2E Financial What Makes Us Different

ARE YOU READY TO TAKE YOUR GOALS TO THE NEXT LEVEL?