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Month: November 2025

Leaping ahead

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 November 10, 2025
Categorized as Louis Valdez of Westlake Village, CA

12 smart planning moves to consider as tax reform looms

Right off the bat, let’s talk about what’s on everyone’s mind–tax reform.

Published November 10, 2025
Categorized as Louis Valdez of Westlake Village, CA

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