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Recent Downloads

View downloadable guides, information, and resources.

10 Tips for Small Biz Owners

Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise. Here are 10 tips to follow in weighing a small business owner’s financial plan.

Private Foundations - Beyond Traditional Charitable Giving

For many affluent individuals, occasional gifts to a favorite charity may satisfy their charitable inclinations. For some individuals, philanthropy is a far more serious endeavor, and a private foundation can be an ideal mechanism for managing a large, continuous charitable giving program.

ABC's of Investing for College

Regardless of your planning horizon, a well-diversified portfolio will help you spread your investment risk. As your child nears college age, consider reducing your stock holdings and shifting the funds into short-term bonds or fixed-income securities that will mature when tuition is due.
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Investment advisory services offered through Laurel Wealth Advisors, Inc., a Registered Investment Adviser. Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC. The information on this website has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority; registration as an Investment Adviser does not imply a certain level of skill or training. Please refer to “Important Disclosures & Disclaimers” for additional details. Strong Valley Wealth & Pension, LLC offers some securities through M.S. Howells & Co. Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Strong Valley Wealth & Pension.