FROM THE DESK OF ANDRÉS
Articles
What We Can Learn from Charlie Munger
On November 28th Charlie Munger, the Vice Chairman of Berkshire Hathaway, and Warren Buffet’s right-hand man, died. By many counts, he’s considered one of the greatest investors of the all-time. What made him great? Here are just some of his thoughts…… “….One is the...
Weight Loss Drugs Could Reshape Industries Beyond Health Care
From deep-fried turkey to pumpkin pie, the holidays are a time to indulge. But a new category of weight loss drugs is designed to curb appetites and thereby prevent a multitude of health problems associated with obesity. At the same time, these drugs — sold under the...
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...
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...
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...
Do you know the differences in stock indexes? What does “The stock market” mean?
You may have seen/heard on the news that “the market went up/down….” What does “the market” mean in the US? Typically they are referring to either the Dow Jones Industrial Index (aka “the Dow Jones”) or the Standard & Poors 500 index (aka “S&P 500”). The key...
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...
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...
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,...
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....
Tax Ideas
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