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Articles View: Mid-Quarter Roundtable Highlights

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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August 31, 2023
Podcast Highlight - Predictions from the Team

After a run of unpredictable circumstances since the beginning of the year, the Team agrees that despite their daily study of the market, it’s very difficult to make financial forecasts. With that in mind, they each give their predictions on Fed Funds Rates, housing, and market corrections in the coming quarter.

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August 31, 2023
Podcast Highlight - Client Questions: T-Bills are simple, can they save the day?

The Team discusses how people are enjoying the interest rates that their conservative investments are paying but warns that cash vehicles are not long-term solutions.

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August 31, 2023
Podcast Highlight - New Tool for Clients to Visualize Strategy

As a way to help clients visualize the big picture during the ups and downs of a long-term financial strategy, the Team introduces a new software tool that does that.

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August 31, 2023
Podcast Highlight - Money Market Yields & Fixed Income

The Team explains and illustrates the downfalls of abandoning long-term plans to jump into short-term solutions for fixed incomes.

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August 31, 2023
Podcast Highlight - Inflation + Forecasting Fed Funds Rates

Did you notice where inflation is compared with last year? The team gets into the details of how inflation has gone, where it is now and where the Fed funds rate might go because of it.

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