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Articles View: Video

May 1, 2023
Inflation Steadily on the Decline

In this recap of March, Strong Valley team members Chris Conner, Kyle Trippel and Jason Rankin discuss the larger context of the recent bank failures; how dramatic rate increases played a part and how the market reacted. Could interest rate cuts be on the horizon? They also delve into the newly enacted Secure Act 2.0, touching some of the high points affecting retirement vehicles.

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March 31, 2023
The Journey of Interest Rate Hikes

In this recap of March, Strong Valley team members Chris Conner, Kyle Trippel and Jason Rankin discuss the larger context of the recent bank failures; how dramatic rate increases played a part and how the market reacted. Could interest rate cuts be on the horizon? They also delve into the newly enacted Secure Act 2.0, touching some of the high points affecting retirement vehicles.

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March 13, 2023
Podcast Highlight - Predictions: Two Steps Forward and One Step Back

The team is pretty much in agreement that 2023 is going to be up and down during this interplay between inflation and interest rate hikes. There’s also an expectation for bonds. And they discuss how Market Volatility affects investors and how the Risk Tolerance tool can help.

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March 13, 2023
Podcast Highlight - Answering Client Questions: What’s up with the Recession?

There’s been a moving definition over the last year and a half about what a Recession is and whether we’re in one. The team talks about what most analysts they respect are saying and some suggestions on how you can prepare for heading into a recession in 2023, in ways similar to how the East coast prepares for a hurricane.

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March 12, 2023
Podcast Highlight - New Defined Contribution Plan Limits

The team shares insights about how the new Defined Contribution limits for plans like 401k, IRAs, and Roth IRA could affect you. Also included is an update on exciting news for small business owners and their employees regarding Roth IRAs.

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March 12, 2023
Podcast Highlight - Answering Client Questions: Why doesn't my banker call me about higher rates?

Dispelling any confusion between a Depositor Relationship and a Custodial Relationship, the team clarifies why your Bank needs to have FDIC insurance and how they best serve you compared to a custodial service that is holding your assets so they can work for you.

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March 8, 2023
Podcast Highlight - Considering the Benefits of Rising Rates

The team explains how Money Market funds are doing in the current financial climate or whether you should consider the “sweet spot” right now in Treasuries. It’s the time to be asking “Liquid Money Markets or Locking It Up.” They also share their experience on timing.

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March 8, 2023
Podcast Highlight - What the Market is Forecasting for Rates

Diving deeper into examining the Federal Reserve, the team explains the popular term Soft Landing for the economy. Also, what the Market is using to forecast what the Feds will do with interest rates.

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March 6, 2023
Podcast Highlight - Cause and Effect: Inflation and Interest Rates

The team discusses Inflation and Interest Rates, looking at historical trends and how inflation is measured along with a closer look at the actual control the Feds have. They finish with a look at how this is affecting car loans and mortgages.

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March 6, 2023
Podcast Highlight - Mid-Quarter Recap: Nov. thru Feb.

Beginning this recap, the team takes a look at a last year’s positive 4th Quarter, a pretty hot January and “good to see green” in Feb.

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