Q4 Highlight - Client Questions: Timing the Market
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. 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)
DISCLOSURES: Investment advice offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Strong Valley is a dba used when offering securities and/or advisory services. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. None of the entities listed provide legal or tax advice. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. The Bloomberg Barclays U.S. Aggregate Bond Index is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance Gold represents the afternoon gold price as reported by the London Bullion Market Association. The gold price is set twice daily by the London Gold Fixing Company at 10:30 and 15:00 and is expressed in U.S. dollars per fine troy ounce. Bonds are subject to increased loss of principal during periods of rising interest rates. Bond investments are subject to various other risks, including changes in credit quality, liquidity, prepayments, and other factors. Investments in commodities may have greater volatility than investments in traditional securities, particularly if the instruments involve leverage.
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Q4 Highlight - Wrap-up with Team Predictions
The whole Strong Valley financial advisor Team, plus their guest, David Lebovitz, give their best guess at what the market may do in the coming months.
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)
DISCLOSURES: Investment advice offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Strong Valley is a dba used when offering securities and/or advisory services. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. None of the entities listed provide legal or tax advice. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. The Bloomberg Barclays U.S. Aggregate Bond Index is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance Gold represents the afternoon gold price as reported by the London Bullion Market Association. The gold price is set twice daily by the London Gold Fixing Company at 10:30 and 15:00 and is expressed in U.S. dollars per fine troy ounce. Bonds are subject to increased loss of principal during periods of rising interest rates. Bond investments are subject to various other risks, including changes in credit quality, liquidity, prepayments, and other factors. Investments in commodities may have greater volatility than investments in traditional securities, particularly if the instruments involve leverage.
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Q4 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)
DISCLOSURES: Investment advice offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Strong Valley is a dba used when offering securities and/or advisory services. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. None of the entities listed provide legal or tax advice. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. The Bloomberg Barclays U.S. Aggregate Bond Index is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance Gold represents the afternoon gold price as reported by the London Bullion Market Association. The gold price is set twice daily by the London Gold Fixing Company at 10:30 and 15:00 and is expressed in U.S. dollars per fine troy ounce. Bonds are subject to increased loss of principal during periods of rising interest rates. Bond investments are subject to various other risks, including changes in credit quality, liquidity, prepayments, and other factors. Investments in commodities may have greater volatility than investments in traditional securities, particularly if the instruments involve leverage.
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Q4 Highlight - Value vs Growth
David gives the difference of being a value investor and investing in value as a style.
Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable. If you have questions, 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 video description and on our website (www.strongvalley.com)
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You cannot invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, (the Dow), is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks. Bonds are subject to increased loss of principal during periods of rising interest rates. Bond investments are subject to various other risks, including changes in credit quality, liquidity, prepayments, and other factors. Investments in commodities may have greater volatility than investments in traditional securities, particularly if the instruments involve leverage.
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Q4 Highlight - International Investing Amid Conflict
The Team gets David’s thoughts from his role in JP Morgan Global Assets Management.
Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable. If you have questions, 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)
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You cannot invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, (the Dow), is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks. Bonds are subject to increased loss of principal during periods of rising interest rates. Bond investments are subject to various other risks, including changes in credit quality, liquidity, prepayments, and other factors. Investments in commodities may have greater volatility than investments in traditional securities, particularly if the instruments involve leverage.
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Mid-Quarter Roundtable: Q4 - Special Guest David Lebovitz, JPMorgan
The Strong Valley advisor team is joined by special guest David Lebovitz, JP Morgan Asset Management, Global Market Insights Strategy Team Managing Director to discuss an overview of the market, inflation, Federal Funds rates, and long term investment success.
Questions for the Strong Valley Team can be sent to www.strongvalley.com/contact/
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com) This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You cannot invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks. Bonds are subject to increased loss of principal during periods of rising interest rates. Bond investments are subject to various other risks, including changes in credit quality, liquidity, prepayments, and other factors. Investments in commodities may have greater volatility than investments in traditional securities, particularly if the instruments involve leverage.
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Monthly Market Matters - September 2023
Strong Valley team members Adam and Chris give a recap of September along with a discussion about how interest rates are being affected by Sticky Inflation. They also touch on the housing market, college values, and an update on the Secure Act 2.0 details that could affect your RMD.
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.
DISCLOSURES: Investment advice offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Strong Valley is a dba used when offering securities and/or advisory services. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. None of the entities listed provide legal or tax advice.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. The Bloomberg Barclays U.S. Aggregate Bond Index is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance Gold represents the afternoon gold price as reported by the London Bullion Market Association. The gold price is set twice daily by the London Gold Fixing Company at 10:30 and 15:00 and is expressed in U.S. dollars per fine troy ounce.
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2023 Q3 Highlight - Predictions from the Team
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.
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.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com) This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You can not invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks.
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2023 Q3 Highlight - Client Questions: T-Bills are simple, can they save the day?
The Team discusses how people are enjoying the interest rates that their conservative investments are paying but gives explanation and warns that cash vehicles are not long-term solutions.
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.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com) This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You can not invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks.
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2023 Q3 Highlight - New Tool for Clients to Visualize Strategy
As a way to help clients visualize the big picture during the ups and downs of a long-term financial strategy, the Team introduces a new software tool that does that.
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.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com) This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You can not invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks.
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2023 Q3 Highlight - Money Market Yields & Fixed Income
The Team explains and illustrates the downfalls of abandoning long-term plans to jump into short-term solutions for fixed incomes.
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.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com) This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You can not invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks.
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2023 Q3 Highlight - Inflation + Forecasting Fed Funds Rates
Did you notice where inflation is compared with last year? The team gets into the details of how inflation has gone, where it is now and where the Fed funds rate might go because of it.
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.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com) This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You can not invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks.
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2023 Q3 Highlight - Could’ve. Would’ve. Should’ve.
It’s fun when your stocks go up, but not so fun if they drop 50 to 80% like they did last year. The Team debates the common feelings of missing out but also discusses insight on how you can feel better in the long run.
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.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com) This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You can not invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks.
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2023 Q3 Highlight - Surprising Market Recap
The Team starts the Mid-Quarter Roundtable recapping what the market’s done this year with a surprising perspective added.
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.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com) This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You can not invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks.
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Mid-Quarter Roundtable: Q3 - Discover a Strategy for Your Returns
The Strong Valley advisor team, Kyle, Jason, Chris and Adam, discuss the 3 risk levels in retirement and a new tool that can articulate to their clients a personalized strategy to transition from wealth accumulation to income distribution. Plus a market recap for the previous quarter and team predictions for the coming quarter and end of year.
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.
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com) This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You cannot invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks.
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Monthly Market Matters - JULY 2023
In this review of July, Strong Valley team members Jason and Kyle talk about how important it is to shop your cash now that the rates make it worthwhile. They also discuss several surprises in the GDP and Housing Market, along with forecasts for rate hikes and the long predicted recession.
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.
DISCLOSURES: Investment advice offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Strong Valley is a dba used when offering securities and/or advisory services. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. None of the entities listed provide legal or tax advice.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. The Bloomberg Barclays U.S. Aggregate Bond Index is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance Gold represents the afternoon gold price as reported by the London Bullion Market Association. The gold price is set twice daily by the London Gold Fixing Company at 10:30 and 15:00 and is expressed in U.S. dollars per fine troy ounce.
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Monthly Market Matters - June 2023
Strong Valley team members Chris and Jason discuss the performance of domestic and international markets, bonds, commodities, and real estate. They highlight the significant influence of big tech stocks and the impact of a few key players on overall market trends. They also explore the unexpected stability in real estate prices despite rising mortgage rates. They conclude with a discussion on the challenges in the commercial real estate sector due to high vacancy rates, largely driven by the enduring work-from-home trend.
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.
DISCLOSURES: Investment advice offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Strong Valley is a dba used when offering securities and/or advisory services. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. None of the entities listed provide legal or tax advice.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources.
The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks.
The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance
The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health.
The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor).
The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts.
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2023 Q2 Highlight - Next Quarter Predictions
The team takes some stabs at what they think the market may do in the coming quarter and why.
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.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com) This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You can not invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks.
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2023 Q2 Highlight - Client Questions: What can we do to be prepared?
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.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com) This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You can not invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks.
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2023 Q2 Highlight - Client Questions: What about the banks and lending?
Predicting that bank problems aren’t over, the team give their thoughts on the regional bank failures, outlook for the big four, consolidation cycles in the market and how real estate is connected.
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.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com) This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You can not invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks.
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2023 Q2 Highlight - Debt Ceiling Resolution
Congress recently passed a debt ceiling deal that is still being analyzed and politicized across the nation. The team gives their insight on what the fuss is all about and how the system works when a debt ceiling reaches an impasse.
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.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com) This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You can not invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks.
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2023 Q2 Highlight - Recognizing the Recession
The team explains how forecasting a recession can be estimated based on historical data and ways the government is attempting to avoid a prolonged recession, all the while acknowledging that nobody really knows what can happen.
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.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com) This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You can not invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks.
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2023 Q2 Highlight - Housing Pessimism and the Cost of Borrowing
A big part of the GDP is the housing market. With recent stats that indicate pessimism with home buying, the team talks about median house prices and the cost of borrowing in the context of a mortgage.
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.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com) This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You can not invest directly in an index. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance. The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health. The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor). The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate. The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods The MSCI World Index is an index that tracks the performance of global stocks.
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Mid-Quarter Roundtable: Q2 - Big Names Driving Stock Performance
The Strong Valley advisor team, Kyle, Jason, Chris and Adam, discuss the top 8 performing stocks and their contribution to S&P 500 returns YTD, as well as the flip flop of what did bad vs what did good. They also delve into the extraordinary measures to be exhausted with the debt ceiling limit and answer clients questions.
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.
DISCLOSURES: Advisory services are offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment adviser. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. Information is based on data gathered from what we believe are reliable sources. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation.
This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Opinions expressed are those of the speakers and not the entities listed above. Opinions are subject to change without notice and are not intended as investment advice or to predict future performance.
All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. There is no guarantee that any strategy will produce the desired results. Diversification does ensure a profit or avoid a loss in a declining market. Dollar-cost averaging does not guarantee a gain or avoid a loss.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. You can not invest directly in an index.
The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks.
The Bloomberg Barclays U.S. Aggregate Bond Index (AGG) is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance.
The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health.
The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor).
The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts.
Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate.
The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis.
The Dow Jones Industrial Average, or simply the Dow, is a stock market index that indicates the value of 30 large, publicly owned companies based in the United States, and how they have traded in the stock market during various periods of time. A commodity is a basic good used in commerce that is interchangeable with other goods of the same type. They are most often used as inputs in the production of other goods or services, thus usually refers to a raw material used to manufacture finished goods
The MSCI World Index is an index that tracks the performance of global stocks.
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Monthly Market Matters - April 2023
Since last year’s June peak of 9.1%, the year over year (YOY) inflation numbers have dropped every month since, continuing to keep inflation as the big driver of the market. Strong Valley team members Adam Tirapelle and Kyle Trippel recap April activity and give an outlook for May 2023, discussing the big divergence in T-bills, a recession in housing, GDP growth, Fed funds and more.
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.
DISCLOSURES: Investment advice offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Strong Valley is a dba used when offering securities and/or advisory services. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. None of the entities listed provide legal or tax advice.
Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. The Bloomberg Barclays U.S. Aggregate Bond Index is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance Gold represents the afternoon gold price as reported by the London Bullion Market Association. The gold price is set twice daily by the London Gold Fixing Company at 10:30 and 15:00 and is expressed in U.S. dollars per fine troy ounce.
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