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UPDATE
January 2020
The year 2020 with festive background
Image of a stop watch for the in-brief section heading
updates IN BRIEF

Recommended Featured Articles

IMPACT: The SECURE Act

The Secure Act impacts just about anyone with an IRA account and comes with some significant changes that may impact your retirement and estate planning strategies. If you are a business owner there are also some important changes to understand that may create more benefits for you and your employees. This article covers some of the key changes, and we recommend clients reach out with additional questions and to review any potential impact.
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We Love Your Feedback!

One of the reasons we launched Strong Valley was to provide more value for our clients by having the freedom and flexibility to respond more directly to client needs and feedback. Based on recent conversations we have put together a short two-minute/two-question survey that will helps Strong Valley continue to provide you with service that is shaped by your goals and needs. We love and appreciate all our clients, and a special thank-you to those who take the time to help us improve.
Your Voice Matters: Short Survey

Strong Valley Newsletter: January 2020

It’s a new year, and a new decade! Part of the Strong Valley brand and culture is our commitment to continually innovating personal and business wealth management – and part of that effort comes from active client feedback and engagement.  Our hope is that you view every communication we send out as an opportunity for interactive dialogue, not just a one-way broadcast of information.  So, whether it is our regular newsletter or even a regular account statement, we’d love to hear how we can best be of help. With that in mind, here is what is on tap for Strong Valley clients this first month of the new year:

Quick-and-Easy Feedback: Two-Minute / Two-Question Survey

Personal one-on-one interactions are the most valuable way we get client feedback, but sometimes the most efficient for both our clients and for Strong Valley is through a quick short survey. This survey addresses two very simple checkbox/multiple-choice questions.  The first question is just a quick indicator of how Strong Valley is doing in general.  The second question has to do with some planned changes to our newsletter content.

Based on initial feedback to date, we are considering offering two different newsletters moving forward, with the second newsletter being geared more for business owners.  Both newsletters will contain general financial and market commentary, but the second will focus more on business ownership and related financial topics.  Everyone will get the information (our current newsletter) for private investments, and but now there is an option for even more content targeting business issues.

Optional Questions

After the two main questions, for those willing to spend another couple of minutes, you will have the opportunity to provide even more feedback that will help us prioritize our content and shape the type of information we communicate.  Most of the questions are simple multiple choice / multiple selection, but there are a couple of places for you to provide direct feedback and information.  Of course, beyond the survey, we hope that you’ll always feel free to reach out and add your voice to shaping the Strong Valley community and experience.

Your feedback is greatly appreciated and helpful in shaping the Strong Valley community and experience. You can take this short survey here

Around the Web & Other Articles of Interest 

Video: ‘Solve It: Preparing for Change’

The old model of simple diversification using a 60/40 split between US Stocks and Bonds may need to be expanded away from simple two-asset classes into a more diversified approach. Strong Valley takes each client situation into account and implements more complex strategies and models where applicable.
Watch Video

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 January 2020 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.