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 - YTD Recap & Guest Intro

The Strong Valley Team welcomes David Lebovitz and Kyle gives a recap of year-to-date activity.

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/videos.

November 20, 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

  • A Roth: Potential for Tax-Free Income

    Reasons You Should Plan to Live Until You're 95

    October 17, 2022
    Anchor your financial planning on how long your money needs to last. This article takes a look at two well-known tables for life expectancy managed by the Social Security Administration which gives you a point of reference when thinking about how much longer your money needs to last. Instead of fear of outliving your money, there is a way to incorporate that uncertainty into your financial plan.
    Read this Article
  • What does it mean to be rich?

    What Does it Mean to Be Rich?

    November 2, 2023
    If we set unrealistic expectations for ourselves, we never reach the satisfaction of true wealth. Many of our expectations can be generated unconsciously by the people we are surrounded by, combined with that age old stumbling block of comparison. Often our feelings of poverty or wealth have nothing to do with a balance sheet. How do you define wealth? This article offers some interesting perspectives to consider.
    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

  • Podcast Highlight - Predictions from the Team

    August 31, 2023
    After a run of unpredictable circumstances since the beginning of the year, the Team agrees that despite their daily study of the market, it’s very difficult to make financial forecasts. With that in mind, they each give their predictions on Fed Funds Rates, housing, and market corrections in the coming quarter.
    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