Important Note

You are now leaving the Strong Valley Wealth & Pension, LLC ("Strong Valley") website. By clicking on the "Schwab Alliance Access" link below you will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Strong Valley or any advisor(s) whose name(s) appears on this Website. Strong Valley is/are independently owned and operated. Schwab neither endorses nor recommends Strong Valley. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Strong Valley under which Schwab provides Strong Valley with services related to your account. Schwab does not review the Strong Valley website(s), and makes no representation regarding the content of the Website(s). The information contained in the Strong Valley website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Article

Market Performance and a Recession Indicator

Market Performance and a Recession Indicator

U.S. stocks historically average 10% per year but rarely do they finish a year at that level. See the difference between the average annual return and what happened to stocks YTD in 2022 by looking at the range of returns for stocks by the full calendar year. A quick glance at the most reliable recession indicator and how alternative asset classes do better when the return on “cash” is higher. Plus stats on market performance.

December 1, 2022
Market Performance and a Recession Indicator
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.

Other content you may like

  • Financial Planning Tips

    A Valentine's Day Couple - Susanna and Jason

    February 14, 2021
    Do you and your spouse argue with one another over spending? You’re not alone: In fact, according to a survey conducted by Artemis Strategy Group: 73% of individuals have money management styles that are different from their partner’s; 50% of individuals say financial matters cause the most stress in their lives; and 31% of all […]
    Read this Article

  • Historic Dips in Bonds

    October 31, 2023
    Along with an October recap, team members Adam Tirapelle and Jason Rankin explain what’s happening with down bond returns and the history with bond returns using data going back to 1928. They also clarify drawdowns and the feeling they evoke, along with Housing, Cash Concerns and the effects of Global Events on the Market.
    Read this Article
  • Boost Your Retirement Plan with IRAs and 401(k)s

    Boost Your Retirement Plan with IRAs and 401(k)s

    August 31, 2021
    Early planning puts time on your side. Whether retirement is around the corner or decades away, there are more options than ever to help you plan for it. Traditional IRAs, Roth IRAs and 401(k) Plans are a few popular financial vehicles which offer tax benefits. This article gives a brief summary of these options that can help you save for your future.
    Read this Article
  • Prepare for Long Term Care this New Year

    Prepare for Long Term Care this New Year

    December 26, 2022
    What’s your New Year’s resolution? It’s typically a great time to reflect on changes you want or need to make in your life. Although it’s not easy to think about the possibility of your own failing health or that of someone you love, avoiding the topic isn’t the answer. It’s important to have a long term care plan in place, before you need it, to preserve your family’s assets and have more long term care options.
    Read this Article
    • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    No, stay on StrongValley.comContinue to link
    phone-handset