FROM THE DESK OF ANDRÉS

Articles

The Best (and Worst) States to Retire to in 2023

Sep 19, 2023

If you are looking to retire in the next few years, you may wonder, “where would it cost me less to retire?” Bankrate.com took a look at the topic, basing their rankings on: affordability (40%), overall well-being (25%), quality and cost of healthcare (20%), weather...

Happy Birthday to E2E Financial!

Sep 12, 2023

On this day we remember all who were lost and those affected for life because of the September, 11, 2001 attacks in New York City, Washington, DC and United Flight 93 over Pennsylvania. We will never forget. On a happier note…. It was 8 years ago today, that we made...

Might be Time to Lock in a High-Yield Rate

Sep 6, 2023

Federal Reserve Chairman Jerome Powell has mentioned that interest rates may be raised “if appropriate." Many of the top fixed income managers believe we have hit the top of interest rates. If you have already taken our advice to put your extra savings in a high...

It’s National Bow Tie Day!

Aug 29, 2023

Last week the S&P 500 squeaked out a 0.84% gain in a volatile week. Click below to learn about the market’s last week. In the coming weeks we’ll be publishing why you need to be cautious about putting too much of your portfolio in the S&P 500. On another note,...

Year End Planning You Can Do NOW

Aug 21, 2023

With the last quarter of 2023 almost upon us, it’s important to do some planning now and strategize on how to finish the year strong! Get together with your advisor team to manage your tax exposure. Planning now can potentially minimize taxes that you owe for 2023....

Don’t Get Duped!

Aug 15, 2023

Be Cybersecurity Aware It happens to the best of us…. A couple of weeks ago a colleague told us they were quickly scrolling through Facebook and an “alert” came up. On a quick glance, it looked legit. It asked to verify their info by uploading their drivers license....

School’s In. Thank a Teacher!

Aug 7, 2023

In my part of the country, it’s back to school time. Made me think back to my childhood. As some of you may know, my father, Alberto Romero, was a college professor and high school teacher. I am also blessed to have my youngest daughter, Isabelle, follow in his...

Buying a Car? It’s All Different Now!

Aug 1, 2023

Protect Your Budget While Car Shopping Back in May of 2021, I wrote about buying cars in the early days post pandemic. That was at a time when the supply of both new and used cars was very low and prices were high. Fast forward to today, a few things have changed and...

Does the Fed Funds Rate Matter?

Jul 25, 2023

The Fed is Raising Interest Rates It is expected that The Fed will be raising the Fed funds lending rate on Wednesday by 0.25% according to JP Morgan to 5.25-5.30%. Why does this matter? It matters from the perspective of what direction interest rates are headed on...

Can This Stock Market Rally Continue?

Jul 17, 2023

Can the Bull Market Continue? To most people’s surprise, stock markets around the world are up. Market timing is rarely a winning strategy. It’s one of the reasons we encourage investors to develop their own personal investment strategies and stick to them. Our...