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

  • JUNE Monthly Market Matters

    Tech Titans and Real Estate Resilience

    July 7, 2023
    Strong Valley team members Chris and Jason discuss the performance of domestic and international markets, bonds, commodities, and real estate. They highlight the significant influence of big tech stocks and the impact of a few key players on overall market trends. They also explore the unexpected stability in real estate prices despite rising mortgage rates. They conclude with a discussion on the challenges in the commercial real estate sector due to high vacancy rates, largely driven by the enduring work-from-home trend.
    Read this Article
  • Important Tips for Taking an Early Retirement

    Important Tips for Taking an Early Retirement

    June 7, 2022
    In times of market volatility, careful consideration for early retirement still holds true. Early retirement may be a long-held dream and a financial possibility but an assessment of your unique financial situation is important for making a smart long-term decision. Here are 8 Tips for early retirement to consider and discuss with your financial advisor.
    Read this Article
  • With Russia at War, is it Time to Invest in Gold?

    With Russia at War, is it Time to Invest in Gold?

    March 8, 2022
    Putting money in precious metals is not like investing in the stock market. Precious metals may be a good hedge for investors facing the myriad of problems with the current global economic environment, especially raging inflation. It might work as a short-term investment but gold doesn’t pay dividends. And it doesn’t pay interest. So what is gold good for?
    Read this Article

  • Investments for the Different Stages of Your Life

    February 20, 2026
    Learning when and where to invest at different life stages can be important for financial security. This article clarifies the different priorities and related investment strategies through various life phases, from starting out in the workforce to approaching retirement.
    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