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.

Article

Don't Judge Diversification on Feelings

Stocks Lose Money for the 26th Time

Focusing on what happened in 2022, this Student of the Market shows an overview of last year’s performance compared to similar years in the market’s history.  This may be a window into the possibilities for 2023 and the future of Federal Reserve rate hikes. Also a look at the numbers showing that even though portfolio diversification works, it doesn’t always feel good.

January 29, 2023
Stocks Lose Money for the 26th Time
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.

Other content you may like

  • DEC Student of the Market

    Looking to Consecutive Years for Insight

    December 28, 2021
    Three strong years in a row for stocks and consecutive years with negative bond returns are considered in this December issue of Student of the Market. Stock market volatility in the past decade, growth versus value, and inflation stats as well.
    Read this Article
  • Ranking the Best and Worst Presidents - Part I

    Ranking the Best and Worst Presidents – Part 1

    September 13, 2020
    What if we ranked the best and worst presidents simply by the performance of the stock market? Surely that would settle the debate as to which president was best for investors, right? Well, while it sounds easy there are a few big caveats to consider.
    Read this Article

  • Podcast Highlight - Misleading 8% Safe Withdrawal Rate

    November 30, 2023
    Responding to a recent video in popular financial culture, the Strong Valley Team and special guest explore the realities of an 8% withdrawal rate plan.
    Read this Article
  • The Truth About Inflation and Risk

    The Truth About Inflation and Risk

    August 20, 2022
    Our Strong Valley advisor team recaps 2022 from May through August, where the US Bond market saw the worst start ever, and it was the 3rd-worse start for US Stocks. The team has a balanced discussion on winners and losers during times of inflation and what that means for investment risks. Questions from Strong Valley clients are answered, and the team showcases one practical way to objectively quantify and evaluate your own personal risk tolerance when it comes to investing. We wrap up the discussion with predictions and an outlook on where inflation and the markets may be headed in the months ahead.
    Read this Article
    • 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