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

Podcast Highlight - Client Questions: With higher rates should I cash out?

The Strong Valley Team talks about the temptation to cash out and play it safe with money markets or CDs with rates at 5%.  It sounds like free or easy money but is that the whole story? They look at several scenarios and explain what needs to be considered in order to keep your investments working for you.

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.

March 21, 2024
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

  • A grandmother, mother, and young girl carry a crate of butternut squash together beside a farm field in fall

    Charitable Giving With a Plan

    November 6, 2026
    Do your charitable gifts reflect what matters most to your family? A little planning can help. Learn ways to name the causes you care about, make room for giving in the family budget, bring children and grandchildren into it, and keep the records the IRS asks for, from bank records to receipts.
    Read this Article
  • How to Help Aging Parents

    How to Help Aging Parents

    November 30, 2021
    Preparing for the potential decline of financial capacity to manage your finances in your own best interest, is as important as planning for long-term-care expenses or keeping your estate plan up to date. This article gives practical steps to prepare and plan ahead.
    Read this Article
  • Oct SOM

    Peak Inflation and Performance

    October 26, 2023
    This month’s market overview takes a closer look at cash options and bond performance. Find out where there’s good news in performance since the low in interest rates. And check out the stats coming in that have been tracking stock volatility this year along with a glimpse of what the 4th quarter may hold.
    Read this Article
  • Rules for Charitable Giving are Always Changing

    Rules for Charitable Giving are Always Changing

    October 27, 2021
    There are many tax tactics to keep in mind for preparing next year’s return. Starting well in advance of the tax filing deadline is simply a prudent thing to do. But rules for charitable giving are confusing and you must be careful before entering that deduction. Here’s some things to think about regarding Charitable Giving: recent changes made by IRS, sorting through the maze of IRS rules and knowing who you can make donations to.
    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