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 - Value vs Growth

David gives his insight into the difference between being a value investor and investing in value as a style.

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/contact 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/videos.

November 28, 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

  • A couple meeting with an attorney.

    10 Estate Planning "Must Do" Items

    September 2, 2025
    Are you curious about estate planning? This article delves into key points to help protect assets and ensure your wishes are honored. From wills, trusts and various powers, to designating the right beneficiaries, it offers points that could save you time in the end.
    Read this Article
  • Restore Your Confidence in Retirement

    Help Restore Your Confidence in Retirement

    June 28, 2022
    Some use the term "nest egg" when talking about a retirement plan but the obvious metaphor of an egg reminds us of the fragility of planning for an uncertain future. An annuity might help with retirement confidence. It’s an actuarial-designed product with distribution amounts, in large part, calculated based on your age and life expectancy. The older you are, the more you get paid. Here are some examples of how annuities work.
    Read this Article

  • Annual Rebalancing in 4 Steps

    December 6, 2024
    The financial market is constantly moving all the time and your investments should evolve with the changes. By reviewing and rebalancing regularly, at least annually, you can help ensure your investments are allocated in a way that is consistent with your risk tolerance. Here are 4 steps to consider.
    Read this Article
  • Smart Investing to Reduce the Bite of Taxes

    Smart Investing to Reduce the Bite of Taxes

    June 8, 2021
    Now that tax season is over, you may be asking how to reduce taxes next year. The short and simple answer is to consider buying a portfolio of low-fee index mutual funds or exchange-traded funds. To help find the right ones for you, here are three things to look for.
    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