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

Discover a Strategy for Your Returns

Q3 Roundtable

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.

If you have questions for the Strong Valley team, check out strongvalley.com and use the Contact form to submit your questions.

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.

August 29, 2023
Q3 Roundtable
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

  • Practical Tips to Starting a New Business

    Practical Tips to Starting a New Business

    May 2, 2023
    Building and sustaining a business is not a task for the faint of heart. Setbacks come, whether they’re from circumstances within or from downturns in the market that are completely out of your control. There are simple steps you can take to help you bounce back quickly from challenging situations.
    Read this Article
  • Mid-Quarter Roundtable Highlights

    Podcast Highlight - Answering Client Questions: Is this a good time to be buying?

    December 10, 2022
    For anyone who is trying to time the market or is even considering it, the team gives some great information that clarifies the process. They also talk about cash and how it relates to higher interest rates and a recession.
    Read this Article

  • Analyze Colleges Just Like You Would a Stock

    May 6, 2025
    Can you use stock analysis principles to evaluate colleges? By considering selection as an investment, learn about return on investment, long-term benefits, and financial feasibility. It’s a strategic approach to make the most out of higher education choices.
    Read this Article
  • A child holding the hand of an adult walking in the sunshine.

    The Unique Advantages of Special Needs Trusts

    September 12, 2025
    Did you know that a special needs trust can help secure a financial future for loved ones with disabilities? This article addresses the unique advantages of a special needs trust and how it can help preserve your estate’s assets as well as your loved one’s public benefits.
    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