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Newsletter

October 2023

PROTECT YOUR LEGACY

Strong Valley Quarterly Updates

Strong Valley kicks off this quarter's theme "Protect Your Legacy" with resources to plan ahead for smooth transitions for your loved ones, through your estate and business succession plans.

October 1, 2023
PROTECT YOUR LEGACY
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.

PROTECT YOUR LEGACY – Here’s a quick preview of our upcoming topics:

  • OCTOBER – Estate Planning
  • NOVEMBER – Celebrating Generosity
  • DECEMBER – The Value of Gifts

In this edition, we've included our latest Monthly Market Matters and a review of the most popular articles of the last quarter, just in case you missed them.

Featured Article: Business Owners Plan for Succession

In Case You Missed It:

Monthly Market Matters (Video)

Popular 2nd Quarter Articles

ON TRACK: What Should You Be Thinking About this Quarter?

  • Have you recently talked with your financial advisor about your cash strategy?
  • Do you have an estate plan or business succession plan that needs to be updated?
  • What are your views about the importance of giving back to your community? Do you have a plan that matches your values?

Recommended Featured Articles

  • Business Owner’s Plan for Succession

    With all of the time and effort you’ve invested into your business, you owe it to yourself to ensure that your business will continue to flourish through developing a business succession plan. Consider these key aspects of succession planning for a smooth transition.
    Read More

  • Keeping Emotions and Investing Separate

    Reducing your emotions can give you a better chance for investing success. For many investors this may seem almost impossible to do. Even seasoned investors can have emotional setbacks. This article gives you four tips on how to keep your emotions and investing separate.
    Read More

  • Emergency Savings or Retirement Goals?

    Both are important. The answer to knowing the priority, emergency savings or retirement goals, ultimately depends on your unique financial situation and goals. This article contains some ideas that you should consider to protect yourself from financial shocks.
    Read More

  • The 60/40 Portfolio Bounces Back

    A 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 More

  • Travel Tips that Save

    You might love to travel because of the opportunities for new experiences and adventures. Being an educated consumer means you may get more mileage out of your travel dollars. Here are 4 money-saving tips that are worth looking into.
    Read More
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