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

Special Guest David Lebovitz, JP Morgan

The Strong Valley advisor team, Kyle, Jason, Chris and Adam, are joined by special guest David Lebovitz, JP Morgan Asset Management, Global Market Insights Strategy Team Managing Director to discuss an overview of the market, inflation, Federal Funds rates, and long term investment success.

David is responsible for delivering timely market and economic insights to clients across the country, along with helping to build the Market Insights program in the United Kingdom and Europe. He has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press. David Lebovitz and JPMorgan Asset Management are not affiliated and separate entities from Integrated Partners.

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.

November 17, 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

  • Tax Implications from Capital Gains

    Tax Implications from Capital Gains

    February 6, 2024
    It’s not just about how much money you make, but how much you keep. Understanding the nuances of capital gain taxes and making informed decisions can help you optimize your financial outcomes. This article explains short-term vs long-term capital gains and offers some strategies to minimize taxes.
    Read this Article
  • MAR Student of the Market

    Stock Volatility Remained Low

    March 27, 2024
    Tracking historical data, by the number of single day stock market returns of +/- 2% or more, shows that lower volatility has typically resulted in stronger returns. This overview also looks at past stock trends following a Fed rate cut, S&P 500 milestones for all-time highs, the strength of Mutual funds, EFTs and more.
    Read this Article
  • Emergency Savings or Retirement Goals?

    Emergency Savings or Retirement Goals?

    September 13, 2023
    Both are important. Do you know how to decide where the focus of your efforts should be first? The answer to knowing the priority, emergency savings or retirement goals, will ultimately depend on your unique financial situation and goals. This article contains some ideas that you should consider to protect yourself from financial shocks.
    Read this Article
  • Mid-Quarter Roundtable Highlights

    Podcast Highlight - FTX Crypto Currency: Can that happen to my money?

    December 10, 2022
    The team shares insights about the blowup of the “get rich quick” crypto blockchain market and its relation to the established financial market. How is the stock or bond market any different? What can be learned from the volatility of a new asset class forming?
    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