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

Podcast Highlight - Client Questions: With higher rates should I cash out?

The Strong Valley Team talks about the temptation to cash out and play it safe with money markets or CDs with rates at 5%.  It sounds like free or easy money but is that the whole story? They look at several scenarios and explain what needs to be considered in order to keep your investments working for you.

Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable. If you have questions for the Strong Valley team, submit your question at strongvalley.com/contact.

March 21, 2024
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

  • The One Question Your Advisor Must Ask

    One Question Your Advisor Must Ask

    September 24, 2022
    Too much focus can be placed on markets, investment returns and stock prices. Does that sound surprising to you? Knowing your goals and how you want to live is important for living a fulfilling life. It is also an important starting point for financial planning. This article explains why you should be pleased when your advisor asks you this question.
    Read this Article

  • Gratitude: A Pro-Investment Mindset

    November 22, 2024
    Trying to ignore our emotions and make cold and calculating decisions is fear-based behavior. Pursuing happiness doesn’t seem to be enough to make wise financial decisions. A mindset of gratitude has recently been shown to give people the patience to handle money better.
    Read this Article
  • U.S. Stocks Ended the Year Well

    U.S. Stocks Ended the Year Well

    January 29, 2024
    This market overview shows the recent recovery in stocks. U.S. stocks average a 10% return, but they very rarely return their average in a calendar year as they did in 2023. Also take a look at the bond market average for 2023, along with data on money market, bond assets, and cash yields. Included is an interesting look at the historic market performance in election years.
    Read this Article
  • What's Driving the Market

    Podcast Highlight - Recognizing the Recession

    June 21, 2023
    The team explains how forecasting a recession can be estimated based on historical data and ways the government is attempting to avoid a prolonged recession, all the while acknowledging that nobody really knows what can happen.
    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