Article

Two Steps Forward and One Step Back

Two Steps Forward and One Step Back

With a recap from Mid-November to Mid-February, it’s good to see numbers in the green as our Strong Valley advisor team discusses stock performance and bonds. Answering the top three questions from clients: Why doesn’t my banker call me about higher rates? How to best set up banking and investment accounts to work together? and the big one – What about the recession? the team gives insight into preparing for the 2023 recession. We wrap up with predictions for the coming quarter and how the market as a leading indicator plays an important role.

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.

March 3, 2023
Two Steps Forward and One Step Back
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

  • Financial Assets & Accounts

    How To Keep All Your Financial Accounts & Assets Neatly Organized

    January 22, 2021
    Don’t let disorganization become one of your biggest money problems.
    Read this Article
  • Keeping Sight of Personal Priorities

    Keeping Sight of Personal Priorities

    September 11, 2022
    Many business owners become so engrossed in company operations they inadvertently neglect their personal finances and their own personal priorities and goals. This article explains ways that you can develop strategies with your financial advisor that will help strengthen your personal finances, which can change over time with the growth of your company.
    Read this Article
  • Finding Opportunities in Times Like Now

    October 5, 2022
    September 2022 was a “not so fun” month for the general market with the impact of Fed decisions and plans on target interest rates. With the market changes there are still positives and opportunities for those with money to invest. Strong Valley team members, Jason and Chris, recap the month of September and discuss what clients should be looking for in the months ahead.
    Read this Article
  • What Should You Do as Markets Flirt with Bears?

    What Should You Do as Markets Flirt with Bears?

    May 24, 2022
    Market declines should inform – not drive – your asset allocation decisions. Does it matter if the S&P 500 is down 19% versus 21%? Both scenarios probably leave you feeling anxious and you’re sure not alone. It’s times like this that perspective is important. This article examines the last time the S&P 500 was in a bear market and a little history of other past bear markets.
    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