FROM THE DESK OF ANDRÉS
Articles
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....
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...
The Best (and Worst) States to Retire to in 2023
If you are looking to retire in the next few years, you may wonder, “where would it cost me less to retire?” Bankrate.com took a look at the topic, basing their rankings on: affordability (40%), overall well-being (25%), quality and cost of healthcare (20%), weather...
Happy Birthday to E2E Financial!
On this day we remember all who were lost and those affected for life because of the September, 11, 2001 attacks in New York City, Washington, DC and United Flight 93 over Pennsylvania. We will never forget. On a happier note…. It was 8 years ago today, that we made...
Might be Time to Lock in a High-Yield Rate
Federal Reserve Chairman Jerome Powell has mentioned that interest rates may be raised “if appropriate." Many of the top fixed income managers believe we have hit the top of interest rates. If you have already taken our advice to put your extra savings in a high...
It’s National Bow Tie Day!
Last week the S&P 500 squeaked out a 0.84% gain in a volatile week. Click below to learn about the market’s last week. In the coming weeks we’ll be publishing why you need to be cautious about putting too much of your portfolio in the S&P 500. On another note,...
Year End Planning You Can Do NOW
With the last quarter of 2023 almost upon us, it’s important to do some planning now and strategize on how to finish the year strong! Get together with your advisor team to manage your tax exposure. Planning now can potentially minimize taxes that you owe for 2023....
Don’t Get Duped!
Be Cybersecurity Aware It happens to the best of us…. A couple of weeks ago a colleague told us they were quickly scrolling through Facebook and an “alert” came up. On a quick glance, it looked legit. It asked to verify their info by uploading their drivers license....
Tax Ideas
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Year End Planning
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