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May 10, 2022
How to Measure Your Portfolio in Uncertain Times

Too often during uncertain times, we inadvertently compare ourselves to the people around us – and that leads us to make financial mistakes. Consider looking at the big picture instead to make sure your investment helps you towards your true life goals. This article helps with examples that clarify changing to a bigger perspective.

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May 3, 2022
Lessons from Johnny Depp's Other Lawsuits

Protecting your assets is a very important part of any estate planning. With about 40 million lawsuits filed in the U.S. each year, protecting your family’s legacy and assets is getting harder and harder. There are a lot of lessons to be learned from Depp’s experiences.

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April 25, 2022
Inflation Impacts Your Insurance Coverage Too

Inflation is making the news with soaring rates that haven’t been seen in 40 years. Because inflation affects future purchasing power, it also affects future life insurance needs and your family’s financial security. Make the necessary updates before you need them, when it’s too late. Read here about coverages you should consider.

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April 12, 2022
What Causes Inflation and What to Do About It

A huge challenge is planning for your retirement savings to outpace inflation. As prices increase, the purchasing power of your income – dollar for dollar – decreases. Here are some scenarios that explain the causes of inflation and some things to consider for your financial future.

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April 5, 2022
IRS Makes Contribution Limit Changes for 2022

Contribution limits to your 401(k) plan have increased for 2022. Typical of IRS, there are lots of rules, deadlines and limits that may have changed. This article gives you an overview of how IRS may affect your particular financial plan. Now’s a great time to talk with your financial planner about the best financial plan for you.

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March 29, 2022
The NASDAQ Bear Woke Up Angry

Bear markets happen. Bull markets happen. And do you think you can figure out when the market is turning – either up or down and trade accordingly? Well, before you think that you should get out of this market now and wait this bear out, here’s some things you might consider.

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March 22, 2022
The Rising Price of Crude Oil and Gasoline

What should consumers and investors expect beyond March 2022? The oil market has been uncertain for several reasons. This article looks into factors that affect the price of oil, resulting in gasoline price changes. Add to that all of the products beyond the pump that contain crude oil and you get a better picture of how the cost of energy affects virtually every aspect of the economy.

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March 19, 2022
Our Annual Open House Celebration

We were so pleased to celebrate our Strong Valley community on Feb. 1st with a fun Open House. Set to live music playing in the background, our clients, their families and friends along with our strategic partners, enjoyed wine tasting, a fabulous buffet and dessert in our offices. It was a great night! Thank you to everyone who came out!

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March 8, 2022
With Russia at War, is it Time to Invest in Gold?

Putting money in precious metals is not like investing in the stock market. Precious metals may be a good hedge for investors facing the myriad of problems with the current global economic environment, especially raging inflation. It might work as a short-term investment but gold doesn’t pay dividends. And it doesn’t pay interest. So what is gold good for?

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March 2, 2022
Market Volatility Can Trigger Your Loss Aversion

At the foundation of your financial well-being lies your behavior. There is an entire field dedicated to study it – behavioral finance. Did the what-ifs of January’s volatility leave you feeling panicked? Your financial advisor is there to support your financial and emotional well-being, while keeping an eye on your long term investment strategy. Here are some ideas to help cure irrational investing behavior.

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