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Newsletter

July 2023

Strong Valley focuses this quarter on the theme “Spending on What Matters” with many resources for you to consider your unique financial goals and how those goals can be assisted by a thoughtful spending strategy.

July 14, 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.

SPENDING ON WHAT MATTERS - Here's a quick preview of our upcoming topics:

JULY - Making the Most of Your Summer
AUGUST - Emotions of Investing/Risk
SEPTEMBER - Keeping Things in Perspective

In this edition, we've included our latest Monthly Market Matters and a review of the most popular articles of the last quarter, just in case you missed them.

Featured Article: Resolutions in the Heat of Summer

In Case You Missed It:

Monthly Market Matters (Video)

June - Tech Titans and Real Estate

Popular 2nd Quarter Articles

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

Have you reviewed your New Year's resolutions lately? Are you still on track?
Are you familiar with your risk tolerance levels for investing? Do you know your Risk Number?
Do you have a spending plan in case of an emergency or possible recession?

Recommended Featured Articles

Resolutions in the Heat of Summer

Amid the draining heat of mid-summer, do you remember your New Year’s resolutions regarding your personal financial planning? Now is the time to check in and see how you’re really doing. Time passes quickly. August is just around the corner and then the year is half over. This is a great time to take action to keep your resolutions on track.

Planning the Life Stages of Your Business

Do you know the important considerations and opportunities you have at the various life stages of your business? Often overlooked in the excitement and hard work of a business startup, success also needs a plan to manage your business for growth over the long-term.

Interest Rates Swung Dramatically

This April Market overview looks at the dramatic swing in falling interest rates and how it affected market volatility. It also includes data showing how U.S. stocks have persevered through financial crisis and bank failures. Plus a new look at Money Market and Bond Fund flows.

The Advantages and Challenges of Hybrid Work

Emerging from the pandemic, there is a growing interest in hybrid work, which combines remote work with in-office work. There are many advantages of hybrid work, along with just as many challenges. With the right planning and strategy, it can be a win-win for everyone.

America's Changing Vision of Retirement

The concept of retirement in America is changing. Traditional retirement is based on the assumption that it is designed to be a time to enjoy life by not working. Have you considered your personal goals and resources to define your unique vision of retirement?

July 2023