FROM THE DESK OF ANDRÉS

Articles

Is Investing in Asia About More Than Just China?

Is Investing in Asia About More Than Just China?

We at E2E Financial are big proponents of a diversified investment portfolio which includes worldwide investing both by global (many times US based) companies and companies based outside the US. Today, we bring you great insight from our partners at JP Morgan and...

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E2E Financial is Here to Help! See How…

E2E Financial is Here to Help! See How…

We often get asked how we help dentists. E2E Financial is a financial coaching and planning team with over 20 years of experience in helping dentists pursue their financial goals. We help our doctors with investments as part of the process. Unlike many of our friends...

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What if the Fed DOESN’T Cut Interest Rates?

What if the Fed DOESN’T Cut Interest Rates?

Interest rates are a hot topic! Earlier this year, many investors were convinced the U.S. Federal Reserve (aka The Fed, FOMC) was on track to reduce interest rates four times by the end of 2024. It now appears The Fed is in no rush based on the latest strength of the...

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Combating Higher Auto & Homeowner Insurance Rates

Combating Higher Auto & Homeowner Insurance Rates

Have you been noticing your auto and homeowners’ premiums going up? You are not alone. According to the Insurance Information Institute, auto rates from 2020 to 2023 have been increasing 5% to 20%. And homeowners’(HO) rates have been going up 7.6% from 2020 to 2021....

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Happy Tax Day! (Except you MA & ME)

Happy Tax Day! (Except you MA & ME)

Federal and state tax returns are due today. Except if you live in Massachusetts or Maine. Happy Patriots’ Day to you in MA & ME! You have until 4/17 to file. Yes, you can file an extension, but your taxes are to be paid by today. Be sure to thank your CPA for all...

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Megatrend to Watch: The AI Revolution

Megatrend to Watch: The AI Revolution

It is no longer news that artificial intelligence (AI) is reshaping the business landscape. Let’s review a specific example beyond the typical as described by Capital Group’s Equity Portfolio Manager: Mark Casey. “Artificial intelligence has captured the imaginations...

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US Stocks Lead the Way in the 1st Qtr. 2024

US Stocks Lead the Way in the 1st Qtr. 2024

US large cap stocks (S&P 500) led a great 1st quarter for stocks returning +10.6%. S&P 500 was tops among all asset classes. (see graphic above) There is a great hesitation that with increasing returns, the bottom will fall out of stocks soon. This is...

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Thinking About Retirement? Remember PUSH

Thinking About Retirement? Remember PUSH

We have been helping people plan for retirement for over 20 years. Being financially set is our focus. What you may not know is we also spend time helping our clients be prepared for a life in retirement. It is important to know what you are retiring to, not just what...

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Tax Ideas

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?