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

  • Securing Your Future with Life Cycle Planning

    February 18, 2025
    Each stage of life has different needs and financial goals. But one thing that is common in all life phases is the need for solid planning in order to be successful. Find out more about the four life stages and portfolio strategies to address common concerns in each stage.
    Read this Article
  • Transform Lives, One Wish at a Time

    Transform Lives, One Wish at a Time

    April 15, 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 helping critically ill children through the Central California Chapter of the Make-A-Wish Foundation.
    Read this Article
  • male financial expert on video thumbnail

    Video: Solve It – Preparing for Change

    January 5, 2020
    The old model of simple diversification using US Stocks and Bonds may need to be expanded into a more diversified approach. Strong Valley takes each client situation into account and implements more complex strategies and models where applicable.
    Read this Article
  • Saving for College? Know Your Options

    Saving for College? Know Your Options

    April 20, 2023
    The cost of a college education can be daunting and there are many options to consider. It’s never too early to begin a funding plan for your child’s college education. As always, it’s the disciplined approach that emphasizes consistency with your overall goals and objectives that will bring the greatest success towards accumulating the necessary amount of money.
    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