Article

Podcast Highlight - New Defined Contribution Plan Limits

What's Driving the Market

The team shares insights about how the new Defined Contribution limits for plans like 401k, IRAs, and Roth IRA could affect you.  Also included is an update on exciting news for small business owners and their employees regarding Roth IRAs.

Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable discussion. If you have questions for the Strong Valley team, check out strongvalley.com and use the Contact form to submit your questions.

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.

March 12, 2023
What's Driving the Market
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

  • It's Time in the Market, Not Market Timing

    It’s Time in the Market, Not Timing the Market

    February 23, 2021
    A quick look at the average monthly return following January, upside and downside captures, Market timing, fund flows and the historic bounce back in small cap stocks.
    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
  • Signs You Need a Financial Planner

    5 Signs You Need a Financial Planner

    October 11, 2023
    You may have questions about your finances that you consider silly or stupid and feel that you should handle alone so you don’t seek help. As happens often in life, not reaching out to a professional can delay you reaching your goals and cause you to incur more out-of-pocket expenses.
    Read this Article
  • What Should You Do as Markets Flirt with Bears?

    What Should You Do as Markets Flirt with Bears?

    May 24, 2022
    Market declines should inform – not drive – your asset allocation decisions. Does it matter if the S&P 500 is down 19% versus 21%? Both scenarios probably leave you feeling anxious and you’re sure not alone. It’s times like this that perspective is important. This article examines the last time the S&P 500 was in a bear market and a little history of other past bear markets.
    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