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UPDATE
January 2023
Starting the New Year Off on the Right Foot
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updates IN BRIEF

Recommended Featured Articles

Starting the New Year Off on the Right Foot

Today, unlike previous generations, there is an extensive array of financial information that steadily flows from the news media and the Internet. Almost instantaneously, you can review your own finances, ascertain your progress, and make necessary adjustments. However, do all these signs of progress really make managing your finances any easier?
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Reasons You Should Plan to Live Until You're 95

This article introduces two well-known tools which gives you a point of reference when thinking about how much longer your money needs to last. Instead of the fear of outliving your money, there is a way to incorporate that uncertainty into your financial plan.
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The ABCs of Estate Planning

There is a common misconception that estate planning is something only the affluent need to do before they die. However, estate planning is important for everyone so that a court doesn’t end up making decisions about your assets and your heirs for you.
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Market Performance and a Recession Indicator

U.S. stocks historically average 10% per year but rarely do they finish a year at that level. See the difference between the average annual return and what happened to stocks YTD in 2022 by looking at the range of returns for stocks by the full calendar year.
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Living Beyond Your Means

Living beyond your means won’t bring happiness or satisfaction. It’s a common problem in our culture because we are bombarded by endless advertising encouraging consumption. If you feel that no matter how much money you earn is never enough, how do you make a plan?
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Strong Valley Newsletter: January 2023

INVESTMENT RESOLUTIONS FOR 2023 - Here's a quick preview of our upcoming topics:

  • JANUARY - Organizing for the New Year
  • FEBRUARY - Tax Strategy Tips
  • MARCH - Developing a Budget

In this edition, we're introducing our new Monthly Market Matters video updates, and a review of the most popular articles of the last quarter, just in case you missed them.

Featured Article: Starting the New Year Off on the Right Foot

In Case You Missed It:

Monthly Market Matters (Video)

Popular 4th Quarter Articles

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

  • Have you discussed with your financial planner any of your changing goals and objectives?
  • Do you have a tax plan that needs to be updated?
  • Have you considered how your income or spending habits may have changed and how that affects your budget?

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 January 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.

Copyright © 2024 Strong Valley Wealth & Pension, LLC
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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