Important Note

You are now leaving the Strong Valley Wealth & Pension, LLC ("Strong Valley") website. By clicking on the "Schwab Alliance Access" link below you will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Strong Valley or any advisor(s) whose name(s) appears on this Website. Strong Valley is/are independently owned and operated. Schwab neither endorses nor recommends Strong Valley. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Strong Valley under which Schwab provides Strong Valley with services related to your account. Schwab does not review the Strong Valley website(s), and makes no representation regarding the content of the Website(s). The information contained in the Strong Valley website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Newsletter

July 2022

July 2022

Strong Valley Quarterly Updates

Strong Valley kicks off this quarter's theme of "Positivity through Preparedness." We'll be focusing, this next quarter, on tools and steps that can give you confidence in the ways you've prepared for a challenging economy. Your financial plan can give you a positive outlook as you stay the course. These tools and steps are also just as important for the new investor as a way to start creating your financial plan on the right foot.

June 28, 2022
July 2022
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.

POSITIVITY THROUGH PREPAREDNESS - Here's a quick preview of our upcoming topics:

  • JULY – Recent Events and the Effect on Your Plan
  • AUGUST - National Wellness Month
  • SEPTEMBER - Challenges for Business Managers

In this edition, we've also provided a review of the most popular articles and podcasts of the last quarter, just in case you missed them.

Featured Article: Planning Your Exercise & Your Financial Fitness

In Case You Missed It:

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

  • What can I do to keep a positive attitude and see opportunities with the current market challenges?
  • Have I looked to my financial advisor as a coach in my financial fitness journey?
  • What tools are available to prepare for future care possibilities for my loved ones and even myself?
  • Do I need to make adjustments in how I handle my business practices?

Recommended Featured Articles

  • Planning Your Exercise & Your Financial Fitness

    Most people don’t prepare to invest and that’s a big mistake. Using the analogy of getting physically fit, this article explores ways that you can prepare for financial uncertainty in much the same way you spend your energy to prepare your body for the stress of a fitness goal or staying active and healthy into your golden years. Preparation matters.
    Read More

  • The Fed Raises Rates, Should You Sell Bonds?

    There are misconceptions and scary headlines swirling around about the impact that the federal funds rate has on short-term and longer-term rates, which is important to consider with bonds. Don’t let public perceptions drive your bond investing.
    Read More

  • June Student of the Market: Stock Sector Disparity Looms Large

    Not all stocks within the S&P 500 are the same. See how stocks have performed by size, along with how added diversification from a fund helps reduce risk. Also stats on housing inflation, commodity cycles, and the relationship between bond returns and interest rates.
    Read More

  • Largest Inflation Increase Since December 1981

    Your long-term retirement strategies must account for inflation, which decreases the purchasing power of your money in the future. There are ways that you can prepare for a decrease in the purchasing power of your dollar over time.
    Read More

  • Help Restore Your Confidence in Retirement

    Some use the term "nest egg" when talking about a retirement plan. The metaphor of an egg reminds us of the fragility of planning for the future. An annuity might help retirement confidence with calculated distribution amounts.
    Read More
    • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    No, stay on StrongValley.comContinue to link
    phone-handset