For clients of Erick Conway, please see CLICK HERE to see important details related to the Strong Valley transition.
Call Our Office
(559) 384-2900 | Fresno
(619) 480-1413 | San Diego
Your Money
Your Life
Your Way

Articles View: Article

June 30, 2021
10 Best Financial Benefits for Military Families

Members of the military have a lot of special financial challenges that most people don't encounter. However they also have access to many financial benefits that can help. Here are the top ten available and how to use them to improve your family's financial future.

Read More
June 15, 2021
10 Tips for Your $ Future

However much you make or save now doesn’t promise you a bright financial future. Life is unpredictable. Follow these 10 tips to help prevent you and your family from money troubles.

Read More
June 8, 2021
Smart Investing to Reduce the Bite of Taxes

Now that tax season is over, you may be asking how to reduce taxes next year. The short and simple answer is to consider buying a portfolio of low-fee index mutual funds or exchange-traded funds. To help find the right ones for you, here are three things to look for.

Read More
June 4, 2021
Strong Valley Trippel-s In Size

Exciting News! Rick Trippel, Kyle Trippel, and Shirley Huff (formerly Trippel Wealth Management Group) have officially joined the Strong Valley team.

Read More
June 3, 2021
Assessing the Health of Your Business

In today’s business climate, it may be more important than ever for companies to operate at maximum efficiency and with a keen awareness of the potential impact of changes in their industry and the economy.

Read More
May 26, 2021
May 29th is a Nationwide Celebration of 529 Day

As higher education costs continue to soar, discover the benefits of a 529 College Savings Plan, an often overlooked tax benefit and savings alternative.

Read More
May 11, 2021
How Nonfungible Tokens Work and Where They Get Their Value

NFTs are gaining momentum in the world of digital economic innovation, through blockchain technology. Wondering what it’s all about? Here’s an explanation from a cryptocurrency expert.

Read More
May 4, 2021
Tips to Keep Emotions and Investing Separate

Money is always an emotional subject, but often when our emotions get involved with our investments we will make wrong decisions. And that can be a costly mistake. Reducing your emotions can give you a better chance for investing success. Here’s four tips on how to keep emotions and investing separate.

Read More
April 20, 2021
5 Ways to Build a Better Tax Plan

Here are some strategies to consider helping your financial plan become more tax-efficient.

Read More
April 12, 2021
Contribute to an IRA Before the May 17th Deadline

Tax rules are ever-changing. A new deadline is looming for contributions to an IRA. Now taxpayers of all ages may be able to claim a deduction of on their 2020 tax return for their IRA made through May 17, 2021. More details can be found in this article.

Read More
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