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Newsletter

October 2024

Kicking off the new quarter with Strong Valley’s theme “Smart Holiday Spending” we begin presenting ideas that can inform your spending with year-end strategies in mind.

We’ll continue through the quarter to provide resources to help you consider and review your finances, find actionable items in the holiday season to improve and take steps forward to make personal and/or business goals for your financial future.

October 1, 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.

SMART HOLIDAY SPENDING - Kicking off the new quarter with Strong Valley’s theme “Smart Holiday Spending” we present ideas that can inform your spending with year-end strategies in mind.

  • OCTOBER – Strategies for the Coming Year
  • NOVEMBER – Holiday Budgeting
  • DECEMBER – Financial Goal Recap 

In this edition, we are pleased to introduce our new Strong Valley team member, Erick Conway. We've also included a review of the most popular articles of the last quarter, just in case you missed them.

Welcome to Erick and Expanded Strong Valley Coverage:

Strong Valley Wealth & Pension continues to grow its team with the addition of Erick Conway as a Senior Wealth Manager. Erick, based in San Diego, is a Certified Financial Planner® with over a decade of experience helping clients navigate financial decisions. He is a veteran of the United States Marine Corps., a graduate of Pepperdine University with a Bachelor of Science in Management. Erick Conway’s commitment to client communication and building strong relationships are in line with the core values of Strong Valley Wealth & Pension, and we are thrilled to have him lead this next step in Strong Valley’s growth.

Featured Article: Top 5 Year-End Planning Moves

In Case You Missed It:

Popular 3rd Quarter Articles

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

  • Have you updated a strategy with your financial advisor for year-end actionable items and next year goals?
  • Are you prepared with a plan to navigate holiday spending?
  • Do you know your financial goals or have circumstances changed that you need to reconsider?

Recommended Featured Articles

  • Keeping Sight of Personal Priorities

    As a business owner, you can lose sight of your personal priorities and goals as you invest time and energy to grow and develop your company. There are ways to help you keep sight of your original hopes of achieving financial independence through owning a business.
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  • Practical Steps to Build an Emergency Fund

    An emergency fund is a foundational piece of sound financial planning. Today’s world is unpredictable. The reality of important unexpected expenses can create significant financial stress. Here are 5 practical steps to help you build a financial safety net.
    Read More

  • Presidential Election Momentum

    Looking at average starts in U.S. Stocks in an election year, Student of the Market looks at historical data on how the best starts carry into the rest of the year. Swings in interest rates are examined in bond returns, and stats indicating a normalization in the yield curve.
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  • How to Combat Emotional Investing

    There are strategies that can be taken to navigate market volatility with confidence instead of being driven to invest by the Fear Curve. Here are 5 foundational rules to help you make more rational investing decisions and avoid the emotional roller coaster of fear.
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