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

Large Cap Stock Outperformance

Large Cap Stock Outperformance

Large cap stock performance is catching up with the last big technology advancement in the 1990’s, making the 3-year outperformance of large cap stocks over small cap stocks the largest since Dec 1999. This Student of the Market also takes a look at stock market performance concentration showing up internationally, a comparison of Inflation to the Fed funds rate, and more.

August 1, 2024
Large Cap Stock Outperformance
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

  • Historic Tandem Stock and Bond Returns

    Historic Tandem Stock and Bond Returns

    July 21, 2021
    We’ve only seen 4 other time periods since 1926 with back-to-back calendar years of both stock returns above 16% and bond returns above 7%. This Student of the Market for July looks at those stats, along with the top 20 best starts to a year for stocks, long-term equity cycles, taxable bond fund flows and interesting inflation disconnects.
    Read this Article
  • Podcast Highlight 1 - Market Recap

    Podcast Highlight 6 - Policy and Inflation

    June 4, 2024
    The Strong Valley advisor team looks at the data from deficit government spending, money printing, new minimum wage numbers and even the bump in Social Security, and observes how the economy is responding.
    Read this Article

  • Presidential Election Momentum

    September 24, 2024
    Looking at average starts in U.S. Stocks in an election year, Student of the Market looks at historical data on how the best starts carry into the rest of the year. Big swings in interest rates are examined in bond returns and compared with money market funds. And stats to indicate a normalization in the yield curve.
    Read this Article
  • Rules for Charitable Giving are Always Changing

    Rules for Charitable Giving are Always Changing

    October 27, 2021
    There are many tax tactics to keep in mind for preparing next year’s return. Starting well in advance of the tax filing deadline is simply a prudent thing to do. But rules for charitable giving are confusing and you must be careful before entering that deduction. Here’s some things to think about regarding Charitable Giving: recent changes made by IRS, sorting through the maze of IRS rules and knowing who you can make donations to.
    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