For clients of Kate Eiland, please CLICK HERE to see important details related to the Strong Valley transition.
Article

Podcast Highlight - Wrap-up with Team Predictions

The whole Strong Valley financial advisor Team, plus their guest, David Lebovitz, give their best guess at what the market may do in the coming months.

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.

David Lebovitz and JPMorgan Asset Management are not affiliated and separate entities from Integrated Partners. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)

November 30, 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

  • Market Performance and a Recession Indicator

    Market Performance and a Recession Indicator

    December 1, 2022
    U.S. stocks historically average 10% per year but rarely do they finish a year at that level. See the difference between the average annual return and what happened to stocks YTD in 2022 by looking at the range of returns for stocks by the full calendar year. A quick glance at the most reliable recession indicator and how alternative asset classes do better when the return on “cash” is higher. Plus stats on market performance.
    Read this Article
  • Two people making a presentation to fellow employees sitting at a table.

    5 Trends in Employee Benefits

    December 5, 2025
    Understanding the Evolving Landscape of Employee Benefits for the Future Workforce Employee benefits are an important part of any company's strategy to attract and retain top talent. As the workforce continues to evolve, employee benefit trends are also changing to meet the needs of employees. Here are five trends that will define employee benefits in […]
    Read this Article
  • Financial Resolution Ideas

    Your 2021 New Year’s (Financial) Resolutions

    January 6, 2021
    Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a handy to-do list for every month to cultivate better financial health.
    Read this Article
  • Required Minimum Distributions & Tax Strategies

    March 17, 2025
    This article covers essential questions regarding required minimum distributions (RMDs) and associated tax strategies. It provides guidance on understanding RMD rules, managing tax liabilities, and optimizing financial strategies in light of IRS regulations.
    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