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

Investments in Volatile Times

Roundtable Template

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, including: Should we be doing anything? Are we doing anything? Is the market going to collapse? Am I going to zero? Is it time to go to cash? What if...? scenarios. (Probabilities vs. Possibilities) Why are my bonds down? Is it time to go to annuities?

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.

May 26, 2022
Roundtable Template
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

  • Money Market Assets at Historic Peak

    March 30, 2023
    This month’s Student of the Market looks at U.S. stock performance after peaks in Money Market fund assets and performance following peaks in inflation. The big question in many minds is “how long will this inflation last?” An answer might be found in these stats on prior inflation cycles. Plus a chart on a possible downside with risky income asset classes and more market insights.
    Read this Article
  • Examining Your Ghosts of Christmas Past

    Examining Your Ghosts of Christmas Past

    December 15, 2023
    Analyzing your past financial decisions is essential to changing behaviors. Once you take that difficult but transformational journey into the past, you can begin to see reality with new clarity through the help of others. Take a lesson from Scrooge’s transformation.
    Read this Article
  • 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
  • February is a Great Time to File Your Taxes

    February is a Great Time to File Your Taxes

    February 6, 2024
    Here are tax tips to help you make sure your money is working for you, not Uncle Sam. The first step is to start filing as early as you can, making February a great time to receive a refund quickly. There are other options outlined if you owe taxes or cannot make the April 15th deadline, along with ideas on how to avoid penalties and fines.
    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