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

Podcast Highlight - Misleading 8% Safe Withdrawal Rate

Responding to a recent video in popular financial culture, the Strong Valley Team and special guest explore the realities of an 8% withdrawal rate plan.

Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable. If you have questions for the Strong Valley team, submit your question at strongvalley.com/contact.

David Lebovitz and JPMorgan Asset Management are not affiliated and separate entities from Integrated Partners. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)

November 30, 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 - Predictions from the Team

    August 31, 2023
    After a run of unpredictable circumstances since the beginning of the year, the Team agrees that despite their daily study of the market, it’s very difficult to make financial forecasts. With that in mind, they each give their predictions on Fed Funds Rates, housing, and market corrections in the coming quarter.
    Read this Article

  • No Matter Who Becomes President

    October 3, 2024
    Estate planning isn’t just for the affluent or depend on who is President. A properly structured estate plan is necessary if you wish to direct the distribution of your assets during your lifetime and after your death, as well as choose guardianship for your dependents.
    Read this Article

  • Implement a Family Debt Ceiling

    September 17, 2024
    Adopting a personal debt ceiling can be a transformative step for families, helping your whole family to stay focused on their long-term financial objectives. In the process, there are several benefits along the way, such as promoting financial discipline, reducing stress and avoiding excessive debt.
    Read this Article
  • DEC Student of the Market

    Looking to Consecutive Years for Insight

    December 28, 2021
    Three strong years in a row for stocks and consecutive years with negative bond returns are considered in this December issue of Student of the Market. Stock market volatility in the past decade, growth versus value, and inflation stats as well.
    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