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

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

  • AUG Student of the Market

    The 60/40 Portfolio Bounces Back

    August 26, 2023
    In this monthly market overview, we look at the 60/40 portfolio and what it’s been doing, how the Fed funds rate has surpassed inflation and what that could mean for bonds. Also a check on the housing market, Tech Stocks, AI breakthroughs and the anatomy of a Bull Market.
    Read this Article
  • Sept Student of the Market

    17th Best Start to a Year for Stocks

    September 21, 2021
    A brief look at the 20 best starts in history for stocks and how the last 4 months of the year could unfold. Also included in this Student of the Market are stats on the seasonality of U.S. stocks, a review of both stock and bond fund flows, housing price inflation and a visual on the value of systemic investing.
    Read this Article
  • A couple sitting at a table and looking at documents in front of a computer

    2026 Tax Brackets, Deductions, and Paycheck Planning

    March 27, 2026
    Did you know that for 2026 the federal income tax brackets have been adjusted for inflation? This along with an increase for the standard deduction might make it a good time to revisit tax withholdings, retirement savings mixes and create a strategy for any bonus you might receive.
    Read this Article
  • What's Driving the Market

    Podcast Highlight - Debt Ceiling Resolution

    June 21, 2023
    Congress recently passed a debt ceiling deal that is still being analyzed and politicized across the nation. The team gives their insight on what the fuss is all about and how the system works when a debt ceiling reaches an impasse.
    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