FROM THE DESK OF ANDRÉS

Articles

Congrats! You Stayed Invested!

Congrats! You Stayed Invested!

It’s been a turbulent time around the world the last few weeks with Israel/Gaza conflict, Ukraine, labor strikes to name a few. But investment markets haven’t cared. The S&P 500 is up 3.66% for the last two weeks. Which is 19% (18.97 %to be exact.) of the S&P...

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Happy Thanksgiving from E2E and the Price of Turkeys

Happy Thanksgiving from E2E and the Price of Turkeys

As we are a week away from Thanksgiving, we here at E2E wanted to wish you and yours the happiest of Thanksgivings! Since a big economic topic this year has been inflation, I thought I'd study the prices of frozen turkey's over the past few years. According to the...

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When Do You Know it’s Time to Retire?

When Do You Know it’s Time to Retire?

One of the key areas we help our clients with is setting and achieving their retirement. Today I'd like to discuss this topic from a different perspective. Financial preparedness is key! If you'd like a second opinion on your retirement goal and retirement...

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U.S. Government Debt: We Need to Talk

U.S. Government Debt: We Need to Talk

One topic we’ve been discussing at client meetings is the increase in the US Debt. Is it a concern? Can it become one? The current answer is it is not a current concern, but it could become one. Here is Darrell Spence’s, economist at Capital Group, take. “One question...

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Year-End Tax Planning Part 2

Year-End Tax Planning Part 2

We are just over 2 months from the end of 2023! It’s important to do some planning now. Action now can minimize taxes that you owe for 2023. Things to consider: Defer as much income into your 401k plan as you can by 12/31/2023 payroll. The maximums for 2023 are...

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Will the U.S. Economy Avoid a Recession Next Year?

Will the U.S. Economy Avoid a Recession Next Year?

It is still a close call on whether the economy will enter a recession or not, but JP Morgan does believe slow growth is the most likely outcome, while risks for a mild recession remain. From our partners at JP Morgan….. “As the U.S. economy enters the fourth quarter,...

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Stocks Take a Pause in the 3rd Quarter 2023

Stocks Take a Pause in the 3rd Quarter 2023

We are now in the final three months of 2023. No pumpkin anything for me…thank you! (except carving. I do like to carve them.) Stock markets did not perform in the third quarter of this year. Only two investment segments were up for the quarter: commodities and cash....

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As the Fed Pauses, What’s Next for Inflation and Rates?

As the Fed Pauses, What’s Next for Inflation and Rates?

Are we there yet? No one can say for sure. The Federal Reserve once again hit pause on interest rates at its September meeting but left the door open for at least one additional hike in 2023. The most important question for investors now, however, is not how high will...

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