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

  • Gentleman sitting in a coffee shop

    New Retirement Plan Contribution Limits for 2020

    December 6, 2019
    The IRS has managed to pack a significant amount of complexity into a relatively simple change. Strong Valley clients should contact us directly to discuss how the new limits apply in your specific situation, and in the context of your retirement strategy.
    Read this Article
  • IRS Makes Contribution Limit Changes for 2022

    IRS Makes Contribution Limit Changes for 2022

    April 5, 2022
    Contribution limits to your 401(k) plan have increased for 2022. Typical of IRS, there are lots of rules, deadlines and limits that may have changed. This article gives you an overview of how IRS may affect your particular financial plan. Now’s a great time to talk with your financial planner about the best financial plan for you.
    Read this Article

  • Podcast Highlight - Predictions from the Team

    August 31, 2023
    After a run of unpredictable circumstances since the beginning of the year, the Team agrees that despite their daily study of the market, it’s very difficult to make financial forecasts. With that in mind, they each give their predictions on Fed Funds Rates, housing, and market corrections in the coming quarter.
    Read this Article
  • La Visionaria Guild

    Keeping Kids Healthy where they Live, Learn and Play

    October 18, 2021
    Supporting local community is important to Strong Valley. As an organization, we get involved as volunteers and also with donations. Read about our recent involvement with La Visionaria Guild of Valley Children’s Healthcare.
    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