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Month: September 2025

Leaping ahead into the 4Q 2025

As we head into the final lap, 2025 has been a banner year for stocks not just in the U.S., but around the world.

Published September 18, 2025
Categorized as Louie Valdez of Thousand Oaks, CA

Avoiding 8 Big Mistakes in Retirement

If we can avoid common pitfalls, we can sidestep costly mistakes and reduce the stress that can sometimes accompany retirement

Published September 18, 2025
Categorized as Louie Valdez of Thousand Oaks, CA

Recent Posts

  • Leaping ahead
  • 12 smart planning moves to consider as tax reform looms
  • Leaping ahead into the 4Q 2025
  • Avoiding 8 Big Mistakes in Retirement
  • Retirement Planning for 2025

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