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April 2023
Meaningful Long-Term Goals
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updates IN BRIEF

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.
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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.
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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.
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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.
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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.
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Strong Valley Newsletter: April 2023

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)

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?

Around the Web & Other Articles of Interest 

Your turn – What are your updates?

Strong Valley wants to provide useful and meaningful information to our clients, to our professional network, and to the broader community of people we serve. We’d love to hear your questions about the articles and information in our April 2023 newsletter, or about any other topics you care about. You can call our office directly or use the contact form below to send us your questions and/or suggestions.  And if you found the information helpful or entertaining, we hope you'll share the Strong Valley story with others.

We love to hear your questions, ideas, and feedback!

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.

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Investment advice offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment advisor. 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. 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.
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