Call Our Office
(559) 384-2900 | Fresno
(619) 480-1413 | San Diego
Your Money
Your Life
Your Way
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

Don't Judge Diversification on Feelings

Stocks Lose Money for the 26th Time

Focusing on what happened in 2022, this Student of the Market shows an overview of last year’s performance compared to similar years in the market’s history.  This may be a window into the possibilities for 2023 and the future of Federal Reserve rate hikes. Also a look at the numbers showing that even though portfolio diversification works, it doesn’t always feel good.

January 29, 2023
Stocks Lose Money for the 26th Time
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

  • a Stronger Dollar Has Investing Implications

    A Stronger Dollar Has Investing Implications

    October 10, 2022
    World currency fluctuations mean more than calculating your travel costs. Exporters win or lose every time currency rates fluctuate, affecting corporations and your portfolio. Here’s a brief overview of how that may look in global markets, how a strong dollar may affect U.S. exports, and the pros and cons of international investing.
    Read this Article
  • Boost Your Family's Savings

    A Budget Can Help Boost Your Family’s Savings

    March 30, 2021
    In difficult economic times, many young couples and families may find themselves wondering where their money goes. Faced with income constraints and competing demands for their money, many people simply spend what they must on necessities and save whatever happens to be left over. Or they spend all of their wages trying to make ends […]
    Read this Article
  • Impossible to Predict a Market Bottom

    Impossible to Predict a Market Bottom

    November 18, 2022
    Recapping Mid-August to Mid-November, our Strong Valley advisor team talks about how this has been a rough year for just about everyone, with a recap of worst starts for bonds and stocks, along with a review of what happened with home and used car prices. The team discusses inflation and the Federal Reserve Rate – where it’s been and indications of where it might go. The top 3 questions from clients are answered regarding FTX, a possible 2023 Recession, and ideas on timing to buy when you have cash on hand. We wrap up with predictions on inflation and the rate hike in the coming year.
    Read this Article
  • Q3 Roundtable

    Discover a Strategy for Your Returns

    August 29, 2023
    The Strong Valley advisor team, Kyle, Jason, Chris and Adam, discuss the 3 risk levels in retirement and a new tool that can articulate to their clients a personalized strategy to transition from wealth accumulation to income distribution. The debate continues over Federal Funds Reserve Rate Expectations and the interplay with Inflation. Kyle gives a market recap for the previous quarter and the whole team gives their best guess at the coming quarter and end of year.
    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