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UPDATE
October 2023
PROTECT YOUR LEGACY
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updates IN BRIEF

Recommended Featured Articles

Business Owner’s Plan for Succession

With all of the time and effort you’ve invested into your business, you owe it to yourself to ensure that your business will continue to flourish through developing a business succession plan. Consider these key aspects of succession planning for a smooth transition.
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Keeping Emotions and Investing Separate

Reducing your emotions can give you a better chance for investing success. For many investors this may seem almost impossible to do. Even seasoned investors can have emotional setbacks. This article gives you four tips on how to keep your emotions and investing separate.
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Emergency Savings or Retirement Goals?

Both are important. The answer to knowing the priority, emergency savings or retirement goals, ultimately depends on your unique financial situation and goals. This article contains some ideas that you should consider to protect yourself from financial shocks.
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The 60/40 Portfolio Bounces Back

A look at the 60/40 portfolio and what it’s been doing, how the Fed funds rate has surpassed inflation and what that could mean for bonds. Also a check on the housing market, Tech Stocks, AI breakthroughs and the anatomy of a Bull Market.
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Travel Tips that Save

You might love to travel because of the opportunities for new experiences and adventures. Being an educated consumer means you may get more mileage out of your travel dollars. Here are 4 money-saving tips that are worth looking into.
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Strong Valley Newsletter: October 2023

PROTECT YOUR LEGACY – Here’s a quick preview of our upcoming topics:

  • OCTOBER – Estate Planning
  • NOVEMBER – Celebrating Generosity
  • DECEMBER – The Value of Gifts

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: Business Owners Plan for Succession

In Case You Missed It:

Monthly Market Matters (Video)

Popular 2nd Quarter Articles

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

  • Have you recently talked with your financial advisor about your cash strategy?
  • Do you have an estate plan or business succession plan that needs to be updated?
  • What are your views about the importance of giving back to your community? Do you have a plan that matches your values?

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 October 2023 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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