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 - New Tool for Clients to Visualize Strategy

As a way to help clients visualize the big picture during the ups and downs of a long-term financial strategy, the Team introduces a new software tool that does that.

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.

August 31, 2023
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

  • Rules for Charitable Giving are Always Changing

    Rules for Charitable Giving are Always Changing

    October 27, 2021
    There are many tax tactics to keep in mind for preparing next year’s return. Starting well in advance of the tax filing deadline is simply a prudent thing to do. But rules for charitable giving are confusing and you must be careful before entering that deduction. Here’s some things to think about regarding Charitable Giving: recent changes made by IRS, sorting through the maze of IRS rules and knowing who you can make donations to.
    Read this Article
  • Pumpkin Spice Latte in a Plain Vanilla Portfolio?

    Pumpkin Spice Latte in a Plain Vanilla Portfolio?

    September 29, 2024
    In the world of investing, it’s easy to get distracted by trends. But the reliable kinds of investments are those that can help you build wealth in a steady, sustainable way. One of the keys to making good investments is looking at long-term, such as thinking of your portfolio as “pumpkin-spiced” rather than “candy-coated.”
    Read this Article

  • 5 Practical Steps to Build an Emergency Fund

    July 26, 2024
    An emergency fund is a foundational piece of sound financial planning. Today’s world is unpredictable. The reality of important unexpected expenses can create significant financial stress. Here are 5 practical steps to help you build a financial safety net.
    Read this Article
  • Connecting Teens to Life, Hope and Love

    Connecting Teens to Life, Hope and Love

    May 17, 2022
    Supporting local community is important to us. As an organization, we get involved as volunteers and also with donations. Read about how Strong Valley is involved in a fundraiser for Fresno/Madera YFC.
    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