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

Podcast Highlight - Answering Client Questions: Why doesn't my banker call me about higher rates?

What's Driving the Market

Dispelling any confusion between a Depositor Relationship and a Custodial Relationship, the team clarifies why your Bank needs to have FDIC insurance and how they best serve you compared to a custodial service that is holding your assets so they can work for you.

Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable discussion. 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 12, 2023
What's Driving 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

  • The Journey of Interest Rate Increases

    The Journey of Interest Rate Hikes

    March 31, 2023
    In this recap of March, Strong Valley team members Chris Conner, Kyle Trippel and Jason Rankin discuss the larger context of the recent bank failures; how dramatic rate increases played a part and how the market reacted. Could interest rate cuts be on the horizon? They also delve into the newly enacted Secure Act 2.0, touching some of the high points affecting retirement vehicles.
    Read this Article
  • Tax Strategy: Timing is Everything

    February 7, 2023
    Waiting until just before April 15 to start thinking about your taxes may prove to be a costly mistake. Lowering your tax bill involves careful planning. A good tax strategy takes into consideration two time frames – “now” the 12 months of the current tax year, and “later” covers long-range tax strategies that benefit your future.
    Read this Article
  • Are You Ready for Medicare Open Enrollment?

    October 20, 2020
    If you’re a senior you only have a short time, October 15 to December 7, to make sure you have the right Medicare plan. It’s called open enrollment. This article gives you 9 questions to ask yourself that will help you make the best choice for your healthcare, including information on choosing an advisor, in necessary. Be sure to make the most of your short opportunity to find a better plan.
    Read this Article
  • Podcast Highlight - Inflation: Soft vs Hard Landing

    November 20, 2023
    The Strong Valley Team puts David on the hot seat to talk about Inflation and how the Feds might slow and cool the economy.
    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