FROM THE DESK OF ANDRÉS

Articles

Would you like education and/or insight?

Would you like education and/or insight?

We are always looking at being of service to you and add events that you and your friends value. So I ask you kindly which types of events would you like us to have for you? Ideas: investment market insights lunch/dinner, social events (example: wine tasting),...

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Would you like education and/or insight?

Thank you for a fantastic 2016!

We had a great 2016. Some of our highlights included: Proudly supporting Kate’s Club (empowering kids who have lost a parent or sibling) Adding Facebook, Twitter and LinkedIn pages as new ways to connect with us Adding Skype video conferencing as another way for us to...

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Would you like education and/or insight?

Theresa’s Lemon Bars

When I’m not drawing or painting, I dabble some in gardening.  I have a Meyer lemon tree that I’ve managed to keep alive, and its lemons are just ripening.

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My Take on the Presidential Election

I decided to wait until today to comment on the elections because, as is the case with most big world events, investment markets tend to get crazy and overreact the first few hours and days after an event and then stabilize. That is exactly what we got in the span of...

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Would you like education and/or insight?

E2E Financial proudly supports Ian’s Friends Foundation

We are proud to support the funding of pediatric brain tumor research with Ian’s Friends Foundation. (IFF) E2E was proud to fund Australian Labradoodles puppy auction spots from Skyedoodles which helped raise over $13,000 for IFF at this year’s Evening of Inspiration...

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Would you like education and/or insight?

Video conferencing in the works

Hope you are having a great start to your week. We are excited to share that we are adding video conferencing as another way to work with you! This option will be rolling out starting in October. We always love to see you in person and simply add this as an additional...

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Would you like education and/or insight?

Happy anniversary to… us!! & we have YOU to thank!!

On Sunday, we celebrated our first year as an independent financial planning firm. We want to thank YOU for our success! When we first made our move to independence, we had a list of people we wanted to have join us as clients. The response has exceeded our goals. We...

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ARE YOU READY TO TAKE YOUR GOALS TO THE NEXT LEVEL?