FROM THE DESK OF ANDRÉS
Articles
2023 is Almost Here! What are Some of Your Goals?
As the new year approaches, our thoughts often turn to where we are and where we’re going. New year, new goals. Check out Andrés chatting about some possible business and personal goals to consider for 2023.
E2E’s Savings Ideas on Cyber Monday and Beyond
Happy Cyber Monday! Here are two of our favorite places to find deals: Rakuten and Brad’s Deals .
Happy Thanksgiving from E2E Financial!
I have been cooking the Thanksgiving turkey for the good part of twenty plus years. Even when Thanksgiving is not at my house: I still bring the turkey!
Zelle Fraud on the Rise. How to protect yourself…
According to a US Senate report , incidents of fraud and scams are growing on the peer to peer (P2P) payment service Zelle . Large banks partly own Zelle and have been reluctant to reimburse defrauded customers.
Halloween’s Treat: S&P 500 Up 8% for October
Happy Halloween! October has given you an investment treat. Although markets were slightly down today, all stock indexes were up for the month of October with the S&P 500 being up 8%.
IRS Increases 2023 401k Maximum Deferrals to Record Levels
This past Friday, the IRS released the new 2023 retirement contribution limits .
Market Returns After Midterm Elections Have Been Strong
In a year when soaring inflation, the war in Ukraine and a bear market have commanded headlines, the U.S. midterm elections risked becoming an afterthought.
Year-End Planning to Do Now
We are less than 2 months for the end of 2022. It’s important to do some planning now.
4Q22 Looks to be Another Tough Quarter, but Don’t Be Overly Pessimistic
The third quarter of 2022 saw financial assets continue their year-to-date decline, as positive stock-bond correlations and a pullback in commodity prices delivered negative returns…
How to Handle Market Declines
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.
Tax Ideas
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Videos
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Dental Post Survey Review
Happy 2022!
Year End Planning
First Step Toward Success
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GA Dental Association Convention & Expo
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E2E Financial: Partnering With Your CPA
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