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...

As we have discussed in a previous issue of E2E’s weekly newsletter, the current low income and capital tax rates are set to expire on December 31, 2025. Given the significant increase in the US deficit, the general consensus is that the tax rates will go up January...

One of the main goals we are asked to calculate for our financial coaching clients is: “How much do I need to save to be able to retire comfortably?” This calculation has many moving parts but I thought today we could give you this chart with some general rules of...

This week, some thoughts from our partners at JP Morgan….. Inflation is often feared to be a self-fulfilling prophecy, as consumers and businesses that expect higher prices may inadvertently fuel inflationary pressures themselves. For example, consumers may ask for a...

The events going on around the world like the Israel/Palestine conflict and the Russian invasion of Ukraine may cause you pause to invest. It is important to know that in my 30+ years in the business, there have always been reasons not to invest. But actual previous...

Political news is sure to dominate the headlines in 2024. More than half of the world’s population is heading to the polls, from Taiwan to South Africa. And with debates raging over immigration, international policy and social issues, the U.S. presidential election is...