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

So Goes July, So Goes the Rest of the Year?

AUG Student of the Market

With a good Market showing in July, what are the historical trends for the 6 months following? Now throw in mid-term elections and this month’s overview of market performance gets very interesting. Also included are past trends for stock performance during recessions and a quick look at a couple of inverted yield curves.

August 23, 2022
AUG Student of the Market
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 Business “Will” Can Go a Long Way

    A Business "Will" Can Go a Long Way

    November 9, 2021
    Essential for sole proprietorships and partnerships, a business will is a comprehensive estate planning tool that can include everything from management plans, and other documents necessary to a company’s continued operation and future health, to shareholder buy-sell agreements. Preparations made ahead of time will bring a smooth transition for the business you’ve worked so hard to build.
    Read this Article
  • JUNE Monthly Market Matters

    Tech Titans and Real Estate Resilience

    July 7, 2023
    Strong Valley team members Chris and Jason discuss the performance of domestic and international markets, bonds, commodities, and real estate. They highlight the significant influence of big tech stocks and the impact of a few key players on overall market trends. They also explore the unexpected stability in real estate prices despite rising mortgage rates. They conclude with a discussion on the challenges in the commercial real estate sector due to high vacancy rates, largely driven by the enduring work-from-home trend.
    Read this Article
  • Roundtable Template

    Investments in Volatile Times

    May 26, 2022
    In this Mid-Quarter Roundtable Adam, Chris, Jason, and Kyle recap where we are at for 2022 so far, including inflation data, lower stocks, and lower bonds with rising interest rates. The team wraps up with where they see things going by the end of the year(-ish).  Along the way, they address common questions clients are asking right now.
    Read this Article
  • Hurricane Ida and Homeowner's Policy

    Hurricane Ida Reminds Us to Ask if it's Covered

    September 8, 2021
    When was the last time you actually read your homeowner’s policy? Standard coverage may not cover what you assume it would. You might consider options to add to your policy, such as endorsements and riders. This article gives three nuggets to keep in mind about homeowner insurance.
    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