For clients of Erick Conway, please see CLICK HERE to see important details related to the Strong Valley transition.
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Client Update: Portfolio Changes

Here's our quick take:

Circumstances have changed, presenting us with the opportunity to make some adjustments to everyone's portfolio. Join us as we provide insight into our choices with a quick assessment of the global economic situation and how it has affected the role of value over growth, and capital appreciation compared to generating income. We hope this conversation will be helpful to you!  - Adam & Chris


Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Your turn – What would you like to know about Client Update: Portfolio Changes?

Strong Valley wants to provide useful and meaningful information to our clients, to our professional network, and to the broader community of people we serve. We’d love to hear your questions about Client Update: Portfolio Changes or about any other topics you care about. You can call our office directly, or use the contact form below to send us your questions and/or suggestions.  And if you found the information helpful or entertaining, we hope you'll share the Strong Valley story with others.

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