FROM THE DESK OF ANDRÉS
Articles
Stock markets worldwide were up in the third quarter 2024
Stock markets, through a slow start to the third quarter, were mostly up to end the quarter 9/30/2024. The S&P 500 returned 5.9% during the third quarter, bringing its year-to-date (YTD) return to 22.1%. Bolstered by a weaker U.S. dollar, developed international...
Welcome to the Benjamin Button Economy
The U.S. economy appears to be heading back to the future. Here's what Capital Group has to say... "In the 2008 movie, The Curious Case of Benjamin Button, the title character played by Brad Pitt ages in reverse, transitioning over time from an old man to a young...
The Fed just cut interest rates. Now what?
The Federal Reserve (aka FOMC) has cut interest rates. What does it mean? Hear from Capital Group on their take…. The U.S. Federal Reserve has finally arrived at the rate-cut party. Officials at the central bank lowered interest rates 50 basis points to 4.75% to...
U.S. economy poised for a soft landing. What comes next?
You may have heard the term “soft landing” for the US economy. Let’s take a look at what that means from The Capital Group’s economist: Darrell R. Spence and his take at the end of August. A great deal of market commentary over the past several months has focused on...
It’s Our 9th Anniversary…Thank You!
Nine years ago, on a Friday on September 11, 2015, we, Theresa Bell and I, started E2E Financial, LLC working from the dining room table at my house. We knew moving to independence to better serve our clients and new clients was the right move. We didn’t know if our...
3 Investment Ideas from Second Quarter Earnings
From the Capital Group: A spike in volatility following a lackluster jobs report in the United States and a rate hike in Japan masked a broadly solid second quarter earnings season. With that in mind, here are three investment ideas from the latest round of earnings...
School’s In. Thank a Teacher!
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...
Investment Markets Sink. What to Do…
I understand the concerns during these crazy markets like today. I know it is not fun. Seeing markets gyrate makes for an emotional roller coaster. You have lived through this before (think 2020 COVID, 2008 great recession, 2000 internet crash). Please keep the faith!...
How Elections Move Markets
How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place? These are the questions investors and financial professionals are facing as we approach November 5. To provide answers, Capital...
Buying Cars Has Changed a Lot…Again!
Back in July 2023, I wrote follow up post 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, MANY things have changed: The availability of most cars...
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
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
CONTACT
SITE MAP
CONTACT
SITE MAP