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

  • Podcast Highlight - Client Questions: What about insurance products?

    March 19, 2024
    The Strong Valley Team discuss the pros and cons of insurance products on the market, getting a bit heated in their differing perspectives.
    Read this Article
  • A woman throwing fall color leaves outdoors

    End of Year Planning Activities

    December 6, 2019
    This end-of-year planning article covers multiple topics, such as why donating securities may be better than cash for both the receiver and the donor. We also cover some ideas for both employees and employers that can reduce 2019 taxes and set the stage for years to come.
    Read this Article
  • Advantages and Challenges of Hybrid Work

    The Advantages and Challenges of Hybrid Work

    May 12, 2023
    The COVID-19 pandemic caused many businesses to adjust and pivot by adopting remote work arrangements. As the world emerges from drastic pandemic measures, there is a growing interest in hybrid work, which combines remote work with in-office work. There are many advantages of hybrid work, along with just as many challenges. With the right planning and strategy, it can be a win-win for everyone.
    Read this Article
  • 4 Common 401k Mistakes to Avoid

    Four Common 401(k) Mistakes to Avoid

    August 10, 2021
    When you choose your investments, you want to get the most you can out of your 401(k) by allocating your money towards high returns and a balanced portfolio. While there is no one-size fits all, avoiding these four mistakes is a good start for your 401(k) plan.
    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