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

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

  • Podcast Highlight - Anticipating Fed Funds Cuts

    March 14, 2024
    The Strong Valley Team gives an update on the Fed Funds and examines the relationship rates have with compounding inflation.
    Read this Article
  • Large Cap Stock Outperformance

    Large Cap Stock Outperformance

    August 1, 2024
    Large cap stock performance is catching up with the last big technology advancement in the 1990’s, making the 3-year outperformance of large cap stocks over small cap stocks the largest since Dec 1999. A look at stock market performance concentration showing up internationally, and a comparison of Inflation to the Fed funds rate, and more.
    Read this Article
  • Ranking the Best and Worst Presidents - Part I

    Ranking the Best and Worst Presidents – Part IV

    October 28, 2020
    Part IV of a series: Every four years, Washington D.C. and Wall Street converge as Americans elect a president and Wall Street tries to figure out what the outcome means for the stock and bond markets. And since so many hypotheses on this topic abound, it’s hard to keep track of them all. A new list includes a couple of recent presidents that you know much more about as well as the beginning of presidencies recording double-digit annual stock market returns.
    Read this Article
  • February is a Great Time to File Your Taxes

    February is a Great Time to File Your Taxes

    February 6, 2024
    Here are tax tips to help you make sure your money is working for you, not Uncle Sam. The first step is to start filing as early as you can, making February a great time to receive a refund quickly. There are other options outlined if you owe taxes or cannot make the April 15th deadline, along with ideas on how to avoid penalties and fines.
    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