Article

Investments in Volatile Times

Roundtable Template

In this Mid-Quarter Roundtable Adam, Chris, Jason, and Kyle recap where we are at for 2022 so far, including inflation data, lower stocks, and lower bonds with rising interest rates. The team wraps up with where they see things going by the end of the year(-ish).  Along the way, they address common questions clients are asking right now, including: Should we be doing anything? Are we doing anything? Is the market going to collapse? Am I going to zero? Is it time to go to cash? What if...? scenarios. (Probabilities vs. Possibilities) Why are my bonds down? Is it time to go to annuities?

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.

May 26, 2022
Roundtable Template
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

  • It's Time in the Market, Not Market Timing

    It’s Time in the Market, Not Timing the Market

    February 23, 2021
    A quick look at the average monthly return following January, upside and downside captures, Market timing, fund flows and the historic bounce back in small cap stocks.
    Read this Article
  • A Roth: Potential for Tax-free Income

    A Roth: Potential for Tax-free Income

    February 17, 2023
    It’s important to know the differences between a Roth and other retirement accounts. There are a number of factors to consider when you’re deciding whether a Roth account is right for you. This article gives you several things to think about to choose your options when planning your retirement strategy.
    Read this Article
  • Lessons from the Great Recession of 2007-2009

    Lessons from the Great Recession of 2007-2009

    July 12, 2022
    Before the next recession hits make sure you are prepared. This article looks at what was helpful when the hardships of unemployment, falling house prices, dwindling 401(k)s and increased financial anxieties hit. There are simple things you can do to prepare.
    Read this Article
  • Stocks Lose Money for the 26th Time

    Don't Judge Diversification on Feelings

    January 29, 2023
    Focusing on what happened in 2022, this Student of the Market shows an overview of last year’s performance compared to similar years in the market’s history. This may be a window into the possibilities for 2023 and the future of Federal Reserve rate hikes. Also a look at the numbers showing that even though portfolio diversification works, it doesn’t always feel good.
    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.
    phone-handset