For clients of Kate Eiland, please CLICK HERE to see important details related to the Strong Valley transition.
Article

Podcast Highlight - YTD Recap & Guest Intro

The Strong Valley Team welcomes David Lebovitz and Kyle gives a recap of year-to-date activity.

Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable discussion. If you have questions for the Strong Valley team, check out strongvalley.com and use the Contact form to submit your questions.

You can stay up-to-date with the quarterly updates by following us at strongvalley.com/videos.

November 20, 2023
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

  • Podcast Highlight - Surprising Market Recap

    August 30, 2023
    The Team starts the Mid-Quarter Roundtable recapping what the market’s done this year with a surprising perspective added.
    Read this Article
  • Charitable Ideas for What to Do With Your Money

    Charitable Ideas for What to Do With Your Money

    October 7, 2021
    Giving away some of your money is a great way to support the people and organizations you love. But there are smart ways to do it, minimizing your taxes and avoiding pitfalls along the way. This article is full of useful information. Learn from the great givers and let your advisor be your sounding board.
    Read this Article
  • A woman throwing fall color leaves outdoors

    End of Year Planning Activities

    December 6, 2019
    This end-of-year planning article covers multiple topics, such as why donating securities may be better than cash for both the receiver and the donor. We also cover some ideas for both employees and employers that can reduce 2019 taxes and set the stage for years to come.
    Read this Article
  • A couple sitting with an advisor going over documents

    Estate Planning is for Everyone

    September 4, 2026
    Who needs estate planning? It’s not just for the wealthy or those with complex estates. It can help individuals and families clarify their wishes, protect the people they care about, and make important decisions easier during difficult times. Learn why planning is about people, property, and priorities.
    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