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UPDATE
December 2019
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updates IN BRIEF

Recommended Featured Articles

End of Year Planning Activities

This end-of-year planning article covers multiple topics, such as why donating securities may be better than cash for both the receiver and the donor. We also cover some ideas for both employees and employers that can reduce 2019 taxes and set the stage for years to come.
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New Retirement Plan Contribution Limits for 2020

The IRS has managed to pack a significant amount of complexity into a relatively simple change. Strong Valley clients should contact us directly to discuss how the new limits apply in your specific situation, and in the context of your retirement strategy.
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Strong Valley Newsletter: December 2019

With the recent launch of Strong Valley, we are beginning to implement new tools and technology. Our journey is centered around one thing – continually thinking about the quality of your experience at every level of engagement and interaction.

This month we are implementing tools to provide you with updates and useful information via email and through the Strong Valley website.  To make sure that we provide the content you care about, we are actively looking for input on what you find the most valuable and meaningful.

Your ideas are an important asset to building the Strong Valley community.

One of the goals of the Strong Valley brand is to take the great individual relationships we have with our clients and our network of professionals in order to build a strong community. Not just the local geographic community, but the broader community of those who share our same passion and principles for doing business in a way that prioritizes relationships over transactions. 

We believe that focusing on doing what’s best for the relationship leads to providing the right advice and tactical decisions for both the client, the advisor, and the entire team.

Rather than just push information out, our aim is to engage in active and ongoing conversations as we work together to build the Strong Valley community.  We are building our brand around the theme of being a new way of thinking about individual and business wealth management – but it isn’t about just being different, it’s about bringing meaningful change and impact to our clients and to the community.

We are excited about this journey, and we are so glad that you are a part of this community. This has been an exciting year with the launch and growth of Strong Valley Wealth & Pension, and we can’t wait for all the exciting things planned in the year(s) ahead.

Around the Web & Other Articles of Interest 

Give Gifts That Really Matter This Holiday Season

This article isn’t about the latest tech gadgets, travel destinations, or the latest “must-have” item for the holidays. The article focuses on prioritizing things that are truly priceless, like the gift of time. Time can mean both the time spent together or even taking the time to think more deeply about the sentiment behind the […]
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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 December 2019 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.

Copyright © 2019 Strong Valley Wealth & Pension, LLC
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.