Article

Podcast Highlight - YTD Recap & Guest Intro

The Strong Valley Team welcomes David Lebovitz and Kyle gives a recap of year-to-date activity.

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/videos.

November 20, 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 Powerful Tool to Save for College

    A Powerful Tool to Save for College

    March 28, 2024
    A 529 plan gives you the opportunity to take advantage of tax benefits, flexible contribution options, and potential investment growth as you save to ensure your child has access to quality education without burdening them with excessive student loans or compromising your own financial stability.
    Read this Article
  • Keeping Emotions and Investing Separate

    Keeping Emotions and Investing Separate

    August 4, 2023
    Reducing your emotions can give you a better chance for investing success. For many investors this may seem almost impossible to do. This article gives you four tips on how to keep your emotions and investing separate.
    Read this Article
  • coronavirus on financial graph

    Additional Coronavirus Aid, Relief, and Economic Security (CARES) Act Updates

    April 4, 2020
    Who is affected by the CARES Act? The Coronavirus Aid, Relief, and Economic Security (CARES) Act, or the "CARES Act," provides relief to individuals, families, small businesses, and major employers.  The bill also puts measures into place designed to help the healthcare industry, as well as other sectors affected by the outbreak of the virus.  […]
    Read this Article
  • GRATs: A Planning Tool for Business Succession

    GRATs: A Planning Tool for Business Succession

    September 27, 2022
    Have you heard about the ways to reduce your family’s tax burden while keeping your business intact? With this planning tool you can put all or part of your company’s stock into an irrevocable trust that pays you, the business owner, a fixed income for a specified number of years, being especially useful if a business or estate assets will appreciate in value.
    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