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

The 60/40 Portfolio Bounces Back

AUG Student of the Market

In this monthly market overview, we 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.

August 26, 2023
AUG Student of the Market
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

  • Podcast Highlight - Money Market Yields & Fixed Income

    August 31, 2023
    The Team explains and illustrates the downfalls of abandoning long-term plans to jump into short-term solutions for fixed incomes.
    Read this Article
  • What's Driving the Market

    Podcast Highlight - New Defined Contribution Plan Limits

    March 12, 2023
    The team shares insights about how the new Defined Contribution limits for plans like 401k, IRAs, and Roth IRA could affect you. Also included is an update on exciting news for small business owners and their employees regarding Roth IRAs.
    Read this Article
  • 5 Steps to a Fruitful Financial Future

    5 Steps to a Fruitful Financial Future

    October 10, 2024
    As you prepare your home for cooler weather or harvest the final fruits of your summer labor, Fall is an ideal time to evaluate and prepare for your financial future as well. Here are 5 steps you can take this season to help prepare for a more stable and prosperous financial future.
    Read this Article
  • The Fed Raises Rates, Should You Sell Bonds?

    The Fed Raises Rates, Should You Sell Bonds?

    May 31, 2022
    There are misconceptions and scary headlines swirling around about the impact that the federal funds rate has on short-term and longer-term rates, which is important to consider with bonds. Don't let public perceptions drive your bond investing. Here’s a look at 2 Fallacies that are getting attention, as well as examples of what’s happened in the past.
    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