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

  • The Positive Start Continues for U.S. Stocks

    The Positive Start Continues for U.S. Stocks

    July 20, 2023
    With a look at the first 6 months of 2023, this overview examines past “positive starts” in the U.S. Stock Market, gives data for the easing of stock volatility, and how the Feds raising rates may affect performance. Included is a deeper look at bonds and retirement income planning, such as U.S. inflation versus cash, bonds and stocks and the importance of withdrawal planning.
    Read this Article

  • Time to Reassess Your Portfolio?

    June 10, 2025
    Are you wondering if your investment portfolio is still aligned with your goals? This article explores how market shifts and personal circumstances may signal it's time for a review. Questions around two key principles for managing portfolios are addressed.
    Read this Article

  • Reacting to Geopolitical Volatility

    November 7, 2024
    In this market overview, we look at some of the great volatile geopolitical events of our nation and how the market responded historically. The overview includes a review of the stock market volatility during elections, how high stock valuations have not been a great predictor of performance, money market fund yields, and more.
    Read this Article
  • Business Owner’s Plan for Succession

    Business Owner's Plan for Succession

    September 15, 2023
    With all of the time and effort you’ve invested into your business, you owe it to yourself to ensure that your business will continue to flourish through developing a business succession plan. When you’re ready to retire or in the unforeseen event such as death or disability, you can help make certain of a smooth transition by considering these key aspects of succession planning.
    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