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Articles View: Mid-Quarter Roundtable

August 29, 2023
Discover a Strategy for Your Returns

The Strong Valley advisor team, Kyle, Jason, Chris and Adam, discuss the 3 risk levels in retirement and a new tool that can articulate to their clients a personalized strategy to transition from wealth accumulation to income distribution. The debate continues over Federal Funds Reserve Rate Expectations and the interplay with Inflation. Kyle gives a market recap for the previous quarter and the whole team gives their best guess at the coming quarter and end of year.

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June 13, 2023
Big Names are Driving Stock Performance

The Strong Valley advisor team, Kyle, Jason, Chris and Adam, discuss the top 8 performing stocks and their contribution to S&P 500 returns YTD, as well as the flip flop of what did bad vs what did good. They also delve into the extraordinary measures to be exhausted with the debt ceiling limit and much more economic overview. Answers to Top Questions from clients: What’s the impact of more bank collapses? What should we be changing right now?

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March 3, 2023
Two Steps Forward and One Step Back

With a recap from Mid-November to Mid-February, it’s good to see numbers in the green as our Strong Valley advisor team discusses stock performance and bonds. Answering the top three questions from clients: Why doesn’t my banker call me about higher rates? How to best set up banking and investment accounts to work together? and the big one – What about the recession? the team gives insight into preparing for the 2023 recession. We wrap up with predictions for the coming quarter and how the market as a leading indicator plays an important role.

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November 18, 2022
Impossible to Predict a Market Bottom

Recapping Mid-August to Mid-November, our Strong Valley advisor team talks about how this has been a rough year for just about everyone, with a recap of worst starts for bonds and stocks, along with a review of what happened with home and used car prices. The team discusses inflation and the Federal Reserve Rate – where it’s been and indications of where it might go. The top 3 questions from clients are answered regarding FTX, a possible 2023 Recession, and ideas on timing to buy when you have cash on hand. We wrap up with predictions on inflation and the rate hike in the coming year.

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