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

November Student of the Market

Presentation title slide

In reviewing stocks from May through October, it’s been a historically strong season, but not for stock mutual funds or ETFs. What about bonds, equities, and alternatives? How does AI growth compare to the “dot com” era? Finally, the continued importance of diversification.

December 2, 2025
Presentation title slide
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.

Stocks and Bonds Since May

In reviewing stocks from May through October, it’s been a historically strong season, but not for stock mutual funds or ETFs. What about bonds, equities, and alternatives? How does AI growth compare to the “dot com” era? Finally, the continued importance of diversification.

Other content you may like

  • Establishing True Financial Wellness

    Establishing True Financial Wellness

    August 2, 2022
    #wellnessmonth Here are 8 suggestions that can get you going on the path to financial wellness. Not only are these simple daily actions that can have a big impact on your health, they also incorporate self-care tips that improve how wealth and income affect our emotional and physical well-being.
    Read this Article
  • Mitigating Risks of Over-Concentration

    Mitigating Risks of Over-Concentration

    August 17, 2024
    For seasoned business executives, the allure of company stock can be undeniable. After years of dedication and hard work, owning a significant portion of one's company can seem like a well-deserved reward. However, over-concentration in company stock poses risks that can jeopardize an executive's financial security and long-term prosperity. Understanding Over-Concentration Over-concentration occurs when a […]
    Read this Article
  • 3 Best Gifts for Your Valentine

    3 Best Gifts for Your Valentine

    February 14, 2022
    Fights about money constitute one of the biggest frictions in marriage. But there are things you can do to set yourself up for a greater chance of success in your personal finances with the one you share your life with. Here are three simple gifts for reducing fights about money in your marriage.
    Read this Article
  • Fed Makes Biggest Rate Hike in 28 Years

    Fed Makes Biggest Rate Hike in 28 Years

    July 5, 2022
    No surprise at a rate increase – it was the magnitude that caught many off guard. What are the implications for investors and markets after the largest increase since 1994? Any increased expense for banks to borrow money has a ripple effect for both individuals and businesses.
    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