Last month, our team had the opportunity to visit Altruist. The custodian and technology platform we use to hold and manage your accounts. These trips are part of how we hold ourselves accountable to giving you the best possible experience. We met with their...

AI isn't just changing the way we live, it's changing the way we invest. Right now the US and China are racing to lead it and the stakes couldn't be higher. Understanding who's leading could give investors a real edge. Our strategic partners at Capital Group explore...

With the 2026 midterm elections on the horizon, now is a critical time to understand how political cycles have historically shaped market behavior. Our strategic partners at Capital Group examined more than 90 years of data and found that markets tend to behave...

As markets continue to evolve, conversations around how Americans invest and plan for the future are reaching Capitol Hill. Our strategic partners at Capital Group were able to share their thoughts... "Opportunities to speak before Congress are rare. So when U.S....

In my part of the country, it's back to school time. Made me think back to my childhood. (Where up north we started school AFTER Labor Day!) As some of you may know, my father, Alberto Romero, was a college professor and high school teacher. I am also blessed to have...

We wanted to share something we've been paying close attention to lately. At E2E Financial we make it our mission to stay cutting edge with new discoveries so we can better serve you. Our strategic partners at Capital Group shared their thoughts here and we are...

The stock market is full of ups and downs. But it's important to understand what is going on and remain invested. Our strategic partners at Capital Group share that, "We are living through an extraordinary market environment. The level of concentration in many equity...

As students return to campus, we want to take a moment to recognize everyone in the dental community beginning a new chapter. To our D4 students, congratulations on your final year. To our D1, D2, and D3 students, best of luck as another year gets underway. Every step...

This past weekend, I spent two full days attending Ed Slott's Instant IRA Success Workshop, an intensive program focused on the latest IRA, retirement, and tax planning strategies. Over the course of the workshop, more than 420 pages of retirement and tax planning...

Happy July! We are now in the second half of 2026. Q2 2026 investment markets, overall, have performed positively. (See far right "YTD" Column). Through June 30, 2026, international emerging markets stock (EM Equity) led all asset classes with a remarkable +24.0%...