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 Positive Start Continues for U.S. Stocks

    The Positive Start Continues for U.S. Stocks

    July 20, 2023
    With a look at the first 6 months of 2023, this overview examines past “positive starts” in the U.S. Stock Market, gives data for the easing of stock volatility, and how the Feds raising rates may affect performance. Included is a deeper look at bonds and retirement income planning, such as U.S. inflation versus cash, bonds and stocks and the importance of withdrawal planning.
    Read this Article
  • Living With the Dog Days of Summer

    Living With the Dog Days of Summer

    July 28, 2023
    There are several things that can be done to beat the heat this summer. With a little diligence and preparation, we should be able to enjoy these dog days of summer safely.
    Read this Article
  • Summer Reminds Us to Be Flexible

    Summer Reminds Us to Be Flexible

    July 16, 2023
    No one knows what tomorrow will bring. Your financial plan must be adaptable too. You don’t just set it and forget it. So how does someone grasp a fast-changing world to formulate a job or career strategy, and an investment strategy to accumulate capital needed to fund their secure future?
    Read this Article
  • Resolutions in the Heat of Summer

    Resolutions in the Heat of Summer

    July 13, 2023
    Amid the draining heat of mid-summer, do you remember your New Year’s resolutions regarding your personal financial planning? How are you coming with your to-do list? Now is the time to check in and see how you’re really doing. Time passes quickly. August is just around the corner and then the year is half over. This is a great time to take action to keep your resolutions on track.
    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