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

  • Stock Performance in Election Years

    Stock Performance in Election Years

    May 23, 2024
    Historical data showing how U.S. stocks have tended to lose money less often in election years, showing the smaller percent of calendar years that lost money, which often tended to be driven by historic economic events, not elections. Included is a glimpse at seasonal stock and bond returns in election years. Also asset classes, inverted yield curve update, high yield bonds environment, and private credit returns.
    Read this Article
  • Connecting Teens to Life, Hope and Love

    Connecting Teens to Life, Hope and Love

    May 17, 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 involved in a fundraiser for Fresno/Madera YFC.
    Read this Article
  • Becoming a Financially Savvy Single Parent

    Becoming a Financially Savvy Single Parent

    March 12, 2023
    Providing for your family, on your own, doesn’t have to feel like a never-ending cycle of living paycheck to paycheck. Even though there are challenges with the work involved in earning a living and care for children, your finances can be managed with very careful planning and even allow you to save for the future.
    Read this Article
  • Pumpkin Spice Latte in a Plain Vanilla Portfolio?

    Pumpkin Spice Latte in a Plain Vanilla Portfolio?

    September 29, 2024
    In the world of investing, it’s easy to get distracted by trends. But the reliable kinds of investments are those that can help you build wealth in a steady, sustainable way. One of the keys to making good investments is looking at long-term, such as thinking of your portfolio as “pumpkin-spiced” rather than “candy-coated.”
    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