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...

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...

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...

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....

Given the need for more electricity worldwide in our more and more connected lives, I’ve always thought about why nuclear power has not made a comeback. Yes, there have been accidents but overall, it is considered some of the most efficient and clean sources of...

Federal and state tax returns are due today. Except if you live in Massachusetts or Maine. Happy Patriots’ Day to you in MA & ME! You have until 4/17 to file. Yes, you can file an extension, but your taxes are to be paid by today. Be sure to thank your CPA for all...

It is no longer news that artificial intelligence (AI) is reshaping the business landscape. Let’s review a specific example beyond the typical as described by Capital Group’s Equity Portfolio Manager: Mark Casey. “Artificial intelligence has captured the imaginations...

US large cap stocks (S&P 500) led a great 1st quarter for stocks returning +10.6%. S&P 500 was tops among all asset classes. (see graphic above) There is a great hesitation that with increasing returns, the bottom will fall out of stocks soon. This is...

We have been helping people plan for retirement for over 20 years. Being financially set is our focus. What you may not know is we also spend time helping our clients be prepared for a life in retirement. It is important to know what you are retiring to, not just what...

Have you noticed that service has gotten a bit slow (if non-existent) and finding people to hire more difficult? It’s a world problem. This week we have Capital Group’s economist Jared Franz discussing this key topic of population decline. Below is a summary. For the...