FROM THE DESK OF ANDRÉS
Articles
Do You Know What You Are Retiring To?
Today I am discussing the topic of retirement (or your next step) from a less financial perspective and more focused on your well-being. As a Wall Street Journal article title put it “Your 401(k) Isn’t Enough: To Invest for Retirement, Build Friendships and Hobbies”....
Is The Fed Confident It Can Cut Rates This Year?
From our friends at JP Morgan… As widely anticipated, the Federal Open Market Committee (FOMC) voted to leave the Federal funds rate unchanged at a target range of 5.25%-5.50% at its June meeting. The statement was largely unchanged though it did acknowledge that...
Paying Dividends is Getting Cool. Tech is Joining In.
Dividends are starting to increase, and are being added by public companies who previously didn’t pay dividends. It's no longer uncool and a sign of a company's growth slow-down to pay dividends. Meta (Facebook) and Alphabet (Google) have joined in. Our partners at...
Don’t Make This Investment Mistake
So far, 2024 has been a good investment market for stocks. All major stock indexes are all up (see your JPM Market recap below). Considering the volatility we’ve seen during and after COVID times, not to mention what’s in store for a presidential election year, it is...
The Health Care Breakthrough That’s Not an Obesity Drug
You’ve heard of computer hacking, now meet gene hacking. In an age of remarkable health care innovation, scientists are manipulating human DNA to find new ways to treat diseases. Hear from our partners at Capital Group about this health care investment opportunity not...
Is Investing in Asia About More Than Just China?
We at E2E Financial are big proponents of a diversified investment portfolio which includes worldwide investing both by global (many times US based) companies and companies based outside the US. Today, we bring you great insight from our partners at JP Morgan and...
How to be a Great Long-Term Investor and E2E’s Investment Philosophy
I’ve been blessed to provide investment advice for over 20 years. I’ve learned a few things along the way that can help you become a better investor. Sometimes the best investment action is no action. Many times, like the great tech bust of 2000, the Great...
E2E Financial is Here to Help! See How…
We often get asked how we help dentists. E2E Financial is a financial coaching and planning team with over 20 years of experience in helping dentists pursue their financial goals. We help our doctors with investments as part of the process. Unlike many of our friends...
What if the Fed DOESN’T Cut Interest Rates?
Interest rates are a hot topic! Earlier this year, many investors were convinced the U.S. Federal Reserve (aka The Fed, FOMC) was on track to reduce interest rates four times by the end of 2024. It now appears The Fed is in no rush based on the latest strength of the...
Combating Higher Auto & Homeowner Insurance Rates
Have you been noticing your auto and homeowners’ premiums going up? You are not alone. According to the Insurance Information Institute, auto rates from 2020 to 2023 have been increasing 5% to 20%. And homeowners’(HO) rates have been going up 7.6% from 2020 to 2021....
Tax Ideas
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