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

A Welcome Market Rally

October was the welcome reversal of a difficult September. Strong Valley team members, Adam and Chris, recap the month of October and talk about key factors that caused the Market to rally, plus a discussion on the silver lining to rising rates.

Here are some of the topics we cover in this monthly update:

  • October performance recap
  • Fed targets for interest rates
  • Updated inflation information
  • Questions on I-Bonds: We did a segment explaining I-Bonds and the pros/cons in our previous quarter roundtable. We’ll link that here with the exact spot the discussion begins: https://youtu.be/hTPwjzHqOAs?t=1250

You can stay up-to-date with the quarterly updates by following us at strongvalley.com/podcast, or by subscribing to the Strong Valley podcast on iTunes.

November 4, 2022
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

  • Boost Your Family's Savings

    A Budget Can Help Boost Your Family’s Savings

    March 30, 2021
    In difficult economic times, many young couples and families may find themselves wondering where their money goes. Faced with income constraints and competing demands for their money, many people simply spend what they must on necessities and save whatever happens to be left over. Or they spend all of their wages trying to make ends […]
    Read this Article
  • Two people sitting at a table reviewing charts and graphs

    Tax Loss Harvesting Amid Market Volatility

    August 19, 2025
    Have you heard of tax-loss harvesting? It happens when investors take advantage of losses by reporting them on their income tax. This can help offset gains from other investments. Depending on the situation, the loss may be able to be applied to future years as well.
    Read this Article
  • Avoidable Mistakes of the Suddenly Wealthy

    Avoidable Mistakes of the Suddenly Wealthy

    March 8, 2024
    The newly wealthy may find themselves in the golden glow of prosperity as well as on a path riddled with pitfalls. In order to turn your fortune into a legacy that lasts, you need to be aware of your choices. Here are some of the most common blunders and ways to sidestep them.
    Read this Article
  • Market Performance and a Recession Indicator

    Market Performance and a Recession Indicator

    December 1, 2022
    U.S. stocks historically average 10% per year but rarely do they finish a year at that level. See the difference between the average annual return and what happened to stocks YTD in 2022 by looking at the range of returns for stocks by the full calendar year. A quick glance at the most reliable recession indicator and how alternative asset classes do better when the return on “cash” is higher. Plus stats on market performance.
    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