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January 2024
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updates IN BRIEF

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.
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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.
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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.
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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.
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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?
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Strong Valley Newsletter: January 2024

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?

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 2024 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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