FROM THE DESK OF ANDRÉS

Articles

Markets up last week (Yes, up!) and the CARES Act

Markets up last week (Yes, up!) and the CARES Act

The investment markets had a roller-coaster ride last week.* The S&P 500 Index ended up 10.26% for the week. It was the greatest one-week increase since the 2008-09 recession. Late last Friday afternoon, President Trump signed the Coronavirus Aid, Relief and...

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Markets in Turmoil? Stay the Course!

Markets in Turmoil? Stay the Course!

Last week was a rough ride for the markets with news of the coronavirus spreading. You may be looking for advice on what to do. I've been in the industry over 25 years, and I endeavor to look at the world through the lens of facts and history. News reporting has...

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The SECURE Act and YOU

The SECURE Act and YOU

By now, you've been hearing about The SECURE Act of 2020. How does this affect you? Andres Romero of E2E Financial walks you through it in this quick video. Have more questions about The SECURE Act?  Reach out - we're here to help.

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Why you should never shorten “2020”

Why you should never shorten “2020”

Information security is a constant battle when there are criminals waiting to take advantage of you and scam you. So while it's easy and it would make sense to shorten the year 2020 to simply "20" when signing paperwork, it's best to protect yourself by writing out...

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When Should You Claim Retirement Benefits?

When Should You Claim Retirement Benefits?

Social Security is a major source of lifetime retirement income for most Americans. As you near retirement, determining when to claim your social security benefit is one of the biggest financial decisions you need to make. Watch this 3-minute video to help you...

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The Growth of Socially Responsible Investing

The Growth of Socially Responsible Investing

Many people are interested in socially responsible investing, also called sustainable, responsible, and impact investing, or SRI Investing. This type of investing lets people put their money into companies and/or industries that align with their personal values and...

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Tax Ideas

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