For clients of Erick Conway, please CLICK HERE to see important details related to the Strong Valley transition.

Newsletter

January 2024

Strong Valley kicks off this quarter's theme "Reflect, Refine and Reach" with resources to help you consider and review your finances, find actionable items to improve and take steps forward to make personal and/or business goals for your financial future.

December 29, 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.

REFLECT, REFINE AND REACH – Here’s a quick preview of our upcoming topics in the 1st Quarter of 2024:

JANUARY – Review What's Working and What's Not
FEBRUARY – Tips for Budgets and Taxes
MARCH – Flexibility in Goal Setting

In this edition, Strong Valley kicks off this quarter with resources to help you consider and review your finances, find actionable items to improve and take steps forward to make personal and/or business goals for your financial future.

Featured Article: Build Your Financial Foundation

Have You Heard? Strong Valley Office has Moved:

In Case You Missed It:

Popular 4th Quarter Articles

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

Have you taken time to review your budget and financial plan for the New Year?
Do you have a strategic plan for handling your taxes?
Were there unexpected expenditures in 2023 that you might find a way to mitigate in the future?

Recommended Featured Articles

Build Your Financial Foundation

Successful money management requires regular reviews. Each year, you should pull all your records together and take a close look at your entire financial picture. Here are tips to help you put your financial affairs in order so your financial foundation will be strong.

Historic Stock and Bond Streaks

Check out past stats for losing streaks for stocks and bonds, as well as long-term bond returns and starting interest rates. Take a look to see how not all stocks within the S&P500 are the same and find the historic sweet spots for stock and bond returns during a Fed pause.

Tips for Leaving Inheritance to Family

What happens when you leave to your family one of your biggest investments – your individual retirement plan? When you leave behind what money might remain, make sure you think about potential disruptions and have a plan.

12 Estate Planning Must Dos

Circumstances change and life moves much quicker than we expect. It’s important to have your estate documents reviewed by an estate attorney every 10 years or so. Here are 12 estate planning must-dos whether you’re just starting to plan your estate or need a review.

What Does it Mean to Be Rich?

If we set unrealistic expectations for ourselves, we never reach the satisfaction of true wealth. Many of our expectations can be generated unconsciously by the people we are surrounded by, combined with that stumbling block of comparison. How do you define wealth?

January 2024