FROM THE DESK OF ANDRÉS
It’s been a tough year for investment markets. The S&P 500 is down -21.61% year to date. You wouldn’t be human if you didn’t fear loss.
Have you been thinking about heading abroad? Now is a good time! The US Dollar, according to the WSJ U.S. Dollar index , is up 13% in 2022.
In today’s markets’ where the S&P 500 is down -16.78% and the US Bonds is down -10.94%, it’s easy to want to look for better performing investment options.
President Biden, Vice President Harris, and the U.S. Department of Education have announced a three-part plan to help working and middle-class federal student loan…
An unlikely but accurate economic indicator, as they tend to follow the S&P 500 trends, Tooth Fairy payouts are soaring again.
Many of our clients’ earned income exceeds the limits to contribute to a Roth IRA (See the 2022 limits here) and they think they cannot contribute to a Roth IRA.
See You at the University of Alabama at Birmingham Vendor Fair!
See You at the Hinman!
Thank you, Hinman!
Dental Post Survey Review
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
The Pension Protection Act of 2006 first allowed taxpayers age 70½ and older to make tax-free charitable donations directly from their IRAs.
A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time.