FROM THE DESK OF ANDRÉS
Articles
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...
Whether it’s smooth sailing or challenging times, we’re here for you!
We want you to know that we here at E2E Financial are open for business. We are abiding by the Coronavirus (COVID-19) avoidance best practices to protect our team, families, and you. We are working remotely for the foreseeable future. Our phone numbers will remain the...
Concern in the current markets is only natural. How to stay logical in emotional times…
I understand the concerns during these crazy markets. I know it is not fun. Seeing markets gyrate makes for an emotional roller coaster. You have lived through this before (think 2008 great recession, 2000 internet crash). Please keep the faith! Why am I so adamant...
Investment Markets got you shaken up? S&P 500 was up last week. Surprised?
The current investment markets volatility is unfun. We understand. Our role is to separate the facts from the froth. Little reported fact: the S&P 500 last week was actually up 0.61%. You may have not caught it on the news. Volatile markets that today are caused...
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...
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.
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...
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...
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...
Is Your Financial Plan on Track for the New Year?
As the new year approaches, our thoughts often turn to where we are and where we're going. Does your financial plan need fine-tuning? Check out this brief video.
Tax Ideas
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
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