Articles by Walter Valenzuela
- Money & Life
Too Much Cash Right Now? Smart Ways To Put It To Work Without Taking Excess Risk
Breaks down how investors should think about excess cash, when it makes sense to hold it, and how to strategically deploy it in today’s environment.
- Money & Life
U.S. - Iran Conflict Escalates: What It Means for Oil, Inflation, and Your Portfolio
The implications of this conflict isn’t just academic, it's central to shaping resilient investment strategies in a rapidly shifting environment.
- Retirement & Income Planning
How Retirees Are Earning More in 2025: Passive Income Tactics That Work
The best passive income strategies for retirees in 2025, providing actionable insights tailored for today’s economic environment.
- Market Intelligence
Integrating Fixed Income into a Modern Investment Strategy
Explore the core elements of fixed income, its role in portfolio construction, and why it remains a cornerstone of modern investment strategies #income
- Money & Life
How Inflation Impacts Your Financial Plan ... and What You Can Do About It
Impact of inflation on your savings, investments, and purchasing power and provide strategies to protect your wealth in an inflationary environment.
- Money & Life
Using Bonds for Tax-Loss Harvesting to Offset Capital Gains
Taxpayers can use these losses to offset up to $3,000 of ordinary income per year and carry over any remaining losses to future years. #tax
