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

Podcast Highlight - What can we do to be prepared?

Strong Valley Wealth & Pension Mid-Quarter Round Table Highlights

With the news focused on the impending recession, is there something that can be done to prepare without responding in panic and making poor decisions. The team gives examples of why a financial plan is so important.

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.

June 23, 2023
Strong Valley Wealth & Pension Mid-Quarter Round Table Highlights
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

  • Restore Your Confidence in Retirement

    Help Restore Your Confidence in Retirement

    June 28, 2022
    Some use the term "nest egg" when talking about a retirement plan but the obvious metaphor of an egg reminds us of the fragility of planning for an uncertain future. An annuity might help with retirement confidence. It’s an actuarial-designed product with distribution amounts, in large part, calculated based on your age and life expectancy. The older you are, the more you get paid. Here are some examples of how annuities work.
    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
  • Large Cap Stock Outperformance

    Large Cap Stock Outperformance

    August 1, 2024
    Large cap stock performance is catching up with the last big technology advancement in the 1990’s, making the 3-year outperformance of large cap stocks over small cap stocks the largest since Dec 1999. A look at stock market performance concentration showing up internationally, and a comparison of Inflation to the Fed funds rate, and more.
    Read this Article
  • Bankruptcies, Pensions and the Dodo Bird

    Bankruptcies, Pensions and the Dodo Bird

    July 26, 2022
    Do you know what happens to former employees who were promised pensions or other benefits when a company goes bankrupt? Like trying to find an extinct Dodo Bird, you might have noticed that company pension plans seem to be disappearing. Tips to consider if you’re offered a lump-sum payment.
    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