Thank you to our E2E Community

This past weekend we had the pleasure of gathering with many of our E2E family to celebrate our 10th Anniversary. Whether you were there in person or cheering us on from afar, we want to say thank you. The last decade would not have been possible without your trust, encouragement, and support.

Anniversaries are a lot like financial planning. Looking back over 10 years, a few themes stand out:

1. Consistency compounds. Progress doesn’t happen overnight. It builds steadily over time.

2. Adaptability matters. Just as markets shift, life brings change. Ongoing planning helps you adjust without losing momentum.

3. Perspective is powerful. A decade feels long when you look ahead, but short when you look back. Just another reminder of why a long-term view is essential.

We put together a short video of highlights from Saturday’s celebration. Click here to watch.

If reflecting on the past 10 years has you thinking about your next 10, schedule a complimentary consultation with us. It’s a simple way to check in, get a second opinion, and make sure your plan is aligned with where you want to go.

Here’s to the next decade of planning, growth, and possibility.

Plus, your weekly market update is here.

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The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
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