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Newsletter

April 2023

Strong Valley kicks off this quarter's theme "Meaningful Long-Term Goals" with tips and resources that can help you reach your own unique goals.

April 11, 2023

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.

MEANINGFUL LONG-TERM GOALS - Here's a quick preview of our upcoming topics:

APRIL - Education Planning
MAY - Small Business Basics
JUNE - Retirement Planning

In this edition, we've included our latest Monthly Market Matters and a review of the most popular articles of the last quarter, just in case you missed them.

Featured Article: Tips to Shape Up Your Long Game

In Case You Missed It:

Monthly Market Matters (Video)

March - The Journey of Interest Rate Hikes

Popular 4th Quarter Articles

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

Whether it's reaching your education goals or the goals for your children - do you have a plan?
Are you looking into starting a business or taking your current business to the next level?
Have you put your future dreams for retirement into a sustainable strategy with your financial advisor?

Recommended Featured Articles

Tips to Shape Up Your Long Game

If you start a fitness program to stay in shape then drop out, you never give yourself a chance to become physically fit. It’s much the same with fiscal conditioning. It’s important to stick to a regular program of sound financial practices to achieve your goals of fiscal fitness and financial independence – in the long run.

A Roth: Potential for Tax-Free Income

It’s important to know the differences between a Roth and other retirement accounts. There are a number of factors to consider when you’re deciding whether a Roth account is right for you. Here are several things to think about when planning your retirement strategy.

6 Ways a Budget Can Help You Gain Control

Does the “Case of the Missing Money” sound like a popular mystery in your household? So often small purchases add up into bigger chunks of money that seem to disappear without an explanation. There is a simple way to gain more control of your personal finances.

Don't Judge Diversification on Feelings

This presentation shows an overview of last year’s performance compared to similar years in the market’s history. Also it takes a look at the numbers showing that, even though portfolio diversification works, it doesn’t always feel good.

Deciding Between Wants and Needs

Are you looking for power and control over your own budget? Realizing when a want is not a need is the secret to sustaining yourself from day to day in building a budget that balances your needs with your wants and puts you in a better position to reach your financial goals.

April 2023