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Articles View: Mid-Quarter Roundtable Highlights

November 30, 2023
Podcast Highlight - Wrap-up with Team Predictions

The whole Strong Valley financial advisor Team, plus their guest, David Lebovitz, give their best guess at what the market may do in the coming months.

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November 30, 2023
Podcast Highlight - Client Questions: Buying vs Renting

The Strong Valley Team attempts to give practical answers to a common question, “Should I try my hardest to buy a home or does it make sense to rent and save money?”

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November 30, 2023
Podcast Highlight - Client Questions: Timing the Market

The Strong Valley Team and their special guest answer a client question about what perfect market timing looks like and how the media plays into it. Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable.

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November 30, 2023
Podcast Highlight - Misleading 8% Safe Withdrawal Rate

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.

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November 28, 2023
Podcast Highlight - International Investing Amid Conflict

The Team gets David’s insight on international investing from his role in JP Morgan Global Assets Management.

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November 28, 2023
Podcast Highlight - Value vs Growth

David gives insight into the difference between being a value investor and investing in value as a style.

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November 21, 2023
Podcast Highlight - Are Bonds Back?

The Team asks David about the top of rates and what is the outlook for bonds in fixed income returns.

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November 21, 2023
Podcast Highlight - Fed Forecasts & Policy

Discussion centers around how inflation is tightly correlated with economic growth and the outlook, along with how outlook models have been working.

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November 20, 2023
Podcast Highlight - Inflation: Soft vs Hard Landing

The Strong Valley Team puts David on the hot seat to talk about Inflation and how the Feds might slow and cool the economy.

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November 20, 2023
Podcast Highlight - YTD Recap & Guest Intro

The Strong Valley Team welcomes David Lebovitz and Kyle gives a recap of year-to-date activity.

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