Valdes View
2026 Retirement Plan Updates: Higher 401(k) & IRA Contribution Limits
The IRS has released the updated retirement plan contribution limits for 2026, and the changes are good news for savers.
Basics, Simple Series
Building Your Portfolio: Finding the Right Balance
In Parts 1 and 2, we introduced the building blocks of most portfolios: bonds (stability, income, and protection) and
Valdes View
Trump’s One Big Beautiful Bill Act (OBBBA): What You Need to Know
Understanding the One Big Beautiful Bill Act (OBBBA) The One Big Beautiful Bill Act proposes sweeping changes to the tax
Basics, Simple Series
Not Boring-Brilliant: Why Bonds Belong In Every Portfolio
When people think about investing, they often think of stocks, crypto, and big market swings. But there’s another side of