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Newsletter

July 2024

The new quarter kicks off with Strong Valley’s theme "Priorities that Matter." Throughout the quarter we’ll provide 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.

June 26, 2024
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.

PRIORITIES THAT MATTER - Here’s a quick preview of our upcoming topics in the 3rd Quarter of 2024:

  • JULY – Keeping Focused
  • AUGUST – Emotions of Investing; Risk
  • SEPTEMBER – Evaluating Debt 

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

Featured Article: In the Heat of Summer - Remember Your Resolutions?

In Case You Missed It:

Popular 2nd Quarter Articles

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

  • During this busy vacation season, do you have a simple plan to stay focused on your financial goals?
  • Have you taken a Risk Assessment to discuss with your financial advisor the emotions involved with investing?
  • Do you have strategies to help you lower your current debt and move toward eliminating it?

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  • Stock Performance in Election Years

    Data shows how U.S. stocks tend to lose money less often in election years, with the percent of calendar years that lost money, which tended to be driven by historic economic events, not elections. Included is a look at seasonal stock and bond returns in election years.
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  • Getting the Most from Outside Consultants

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