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

  • Guide to Tax Consultants

    A Shopper's Guide to Tax Consultants

    April 6, 2021
    If your finances have become more complicated, hiring a professional tax preparer might be less stressful and less costly than risking possible errors by wading through the forms on your own. This article contains some ideas to consider.
    Read this Article
  • MAR Student of the Market

    Stock Volatility Remained Low

    March 27, 2024
    Tracking historical data, by the number of single day stock market returns of +/- 2% or more, shows that lower volatility has typically resulted in stronger returns. This overview also looks at past stock trends following a Fed rate cut, S&P 500 milestones for all-time highs, the strength of Mutual funds, EFTs and more.
    Read this Article

  • Tax Strategy: Timing is Everything

    February 7, 2023
    Waiting until just before April 15 to start thinking about your taxes may prove to be a costly mistake. Lowering your tax bill involves careful planning. A good tax strategy takes into consideration two time frames – “now” the 12 months of the current tax year, and “later” covers long-range tax strategies that benefit your future.
    Read this Article

  • Sustainable Frenzied Growth or Value

    May 31, 2024
    The Strong Valley advisor team, Adam, Christopher, Jason and Kyle, give a recap of Mid-February to Mid-May with an in-depth discussion on the S&P 500, tech stocks and how growth affects their market success, along with a look at the market correction with drawdowns. Fed Funds Rate and Inflation are still in the news, as the team explains the effect of elections on stocks and investing, along with an update on the inverted yield. The team finishes with top client questions and their roundtable predictions of where they see things going.
    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