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

  • Valuing Liabilities like Assets

    September 10, 2024
    It’s natural for you to gravitate towards the idea of financial planning being focused on growing assets such as stocks, bonds and real estate. Many are surprised to learn that developing a comprehensive financial strategy doesn’t only involve focusing on what you own, but also what you owe.
    Read this Article

  • Presidential Election Momentum

    September 24, 2024
    Looking at average starts in U.S. Stocks in an election year, Student of the Market looks at historical data on how the best starts carry into the rest of the year. Big swings in interest rates are examined in bond returns and compared with money market funds. And stats to indicate a normalization in the yield curve.
    Read this Article
  • JAN Monthly Market Matters

    A Sigh of Relief in the Market

    February 1, 2024
    Read this Article
  • Planning for Your Financial Future

    Planning for Your Financial Future

    April 5, 2023
    Money plays an important role at every turn your life takes. There are ways to develop good financial habits now so you can be prepared for the different strategies that certain events require in the future. And the good part is, you can start from wherever you are currently, to make decisions that will go a long way towards achieving your financial goals.
    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