Article

Don't Judge Diversification on Feelings

Stocks Lose Money for the 26th Time

Focusing on what happened in 2022, this Student of the Market shows an overview of last year’s performance compared to similar years in the market’s history.  This may be a window into the possibilities for 2023 and the future of Federal Reserve rate hikes. Also a look at the numbers showing that even though portfolio diversification works, it doesn’t always feel good.

January 29, 2023
Stocks Lose Money for the 26th Time
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

  • Ranking the Best and Worst Presidents - Part I

    Ranking the Best and Worst Presidents – Part III

    October 21, 2020
    Part III in a series: Every four years, Washington D.C. and Wall Street converge as Americans elect a president and Wall Street tries to figure out what the outcome means for the stock and bond markets. And since so many hypotheses on this topic abound, it’s hard to keep track of them all. This new ranking will include a few presidents you likely know much more about. Including a peanut-farmer turned president.
    Read this Article
  • male financial expert on video thumbnail

    Video: Solve It – Preparing for Change

    January 5, 2020
    The old model of simple diversification using US Stocks and Bonds may need to be expanded into a more diversified approach. Strong Valley takes each client situation into account and implements more complex strategies and models where applicable.
    Read this Article
  • Year-End Charitable Giving Strategies

    December 11, 2024
    Charitable giving should be integrated into overall wealth management, with careful planning and an advanced strategy to make a more meaningful impact. There are also unique opportunities for high-net-worth individuals to maximize the impact of their contributions through these four popular strategies.
    Read this Article
  • Advanced Philanthropy: Private Foundations

    Advanced Philanthropy: Private Foundations

    October 13, 2021
    For many affluent individuals, occasional gifts to a favorite charity may satisfy their charitable inclinations, often with the added incentive of a substantial tax deduction, along with various estate planning benefits. There is also a far more serious side to philanthropy that is ideal for managing a large, continuous charitable giving program. How much do you know about private foundations?
    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.
    phone-handset