For clients of Erick Conway, please CLICK HERE to see important details related to the Strong Valley transition.
Call Our Office
(559) 384-2900 | Fresno
(619) 480-1413 | San Diego
Your Money
Your Life
Your Way
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.

Newsletter

January 2023

Starting the New Year Off on the Right Foot

Strong Valley Quarterly Updates

Strong Valley kicks off this quarter's theme of "Investment Resolutions for 2023" focusing on how to prepare for the coming year with confidence.

January 6, 2023
Starting the New Year Off on the Right Foot
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.

INVESTMENT RESOLUTIONS FOR 2023 - Here's a quick preview of our upcoming topics:

  • JANUARY - Organizing for the New Year
  • FEBRUARY - Tax Strategy Tips
  • MARCH - Developing a Budget

In this edition, we're introducing our new Monthly Market Matters video updates, and a review of the most popular articles of the last quarter, just in case you missed them.

Featured Article: Starting the New Year Off on the Right Foot

In Case You Missed It:

Monthly Market Matters (Video)

Popular 4th Quarter Articles

ON TRACK: What Should You Be Thinking About this Quarter?

  • Have you discussed with your financial planner any of your changing goals and objectives?
  • Do you have a tax plan that needs to be updated?
  • Have you considered how your income or spending habits may have changed and how that affects your budget?

Recommended Featured Articles

  • Starting the New Year Off on the Right Foot

    Today, unlike previous generations, there is an extensive array of financial information that steadily flows from the news media and the Internet. Almost instantaneously, you can review your own finances, ascertain your progress, and make necessary adjustments. However, do all these signs of progress really make managing your finances any easier?
    Read More

  • Reasons You Should Plan to Live Until You're 95

    This article introduces two well-known tools which gives you a point of reference when thinking about how much longer your money needs to last. Instead of the fear of outliving your money, there is a way to incorporate that uncertainty into your financial plan.
    Read More

  • The ABCs of Estate Planning

    There is a common misconception that estate planning is something only the affluent need to do before they die. However, estate planning is important for everyone so that a court doesn’t end up making decisions about your assets and your heirs for you.
    Read More

  • 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.
    Read More

  • Living Beyond Your Means

    Living beyond your means won’t bring happiness or satisfaction. It’s a common problem in our culture because we are bombarded by endless advertising encouraging consumption. If you feel that no matter how much money you earn is never enough, how do you make a plan?
    Read More
    • 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