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

Podcast Highlight - Misleading 8% Safe Withdrawal Rate

Responding to a recent video in popular financial culture, the Strong Valley Team and special guest explore the realities of an 8% withdrawal rate plan.

Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable. If you have questions for the Strong Valley team, submit your question at strongvalley.com/contact.

David Lebovitz and JPMorgan Asset Management are not affiliated and separate entities from Integrated Partners. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)

November 30, 2023
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

  • Golfing for High Quality, Compassionate Health Care

    Golfing for High Quality, Compassionate Health Care

    July 8, 2022
    Since 1929, Saint Agnes Medical Center has been known for delivering high quality, compassionate care to meet Central California’s growing and diverse health care needs. Strong Valley was pleased to support the recent Saint Agnes Men’s Club Golf Tournament fundraiser by sponsoring a hole for the longest drive.
    Read this Article

  • Podcast Highlight - Client Questions: Timing the Market

    November 30, 2023
    The Strong Valley Team and their special guest answer a client question about what perfect market timing looks like and how the media plays into it. Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable.
    Read this Article
  • Guide to Tax Consultants

    A Shopper's Guide to Tax Consultants

    April 6, 2021
    If your finances have become more complicated, hiring a professional tax preparer might be less stressful and less costly than risking possible errors by wading through the forms on your own. This article contains some ideas to consider.
    Read this Article
  • Money Mistakes that Young Professionals Can Make

    Money Mistakes that Young Professionals Can Make

    January 16, 2024
    We all need to be mindful of our finances and avoid common money mistakes that can have long-term consequences. Being aware of these pitfalls early in your career can build a life-long foundation of healthy habits with your money. Here are some proactive tips that can help you and your family create a more secure financial future.
    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