April 2017 - Strategic Wealth Partners

Browse By Category:

3 Surprising Reasons to Offer a Subscription

April 27, 2017

You can now buy a subscription for everything from dog treats to razor blades. Music subscription services are booming as ... Read More

Avoiding Disasters in Insider Transfers

April 19, 2017

Steve Smith was no different than millions of other baby-boomer business owners in that the thought of leaving his business ... Read More

Elements of a Plan to Sell to Insiders

April 9, 2017

Today, we discuss the essential elements of a plan owners use to transfer a business to insiders that keep the ... Read More

Book a 30-Minute Virtual Meeting with an Advisor

Book Now

Read the Latest from Our Financial Experts

Once More Into the Breach

November 13, 2023

Realistically, the market is having a fight between those who are thinking the Santa Rally has started and those who are worried about an overbought market concentrated in a few megacap tech stocks. I can see that in my own market measures. My short-term, volatile…
Read more »

Q3 2023 Performance Report

November 2, 2023

Early this year, I agreed with Stanley Druckenmiller that this was an incredibly difficult year to manage, given all the crosscurrents. My answer to that was to just concentrate in traditional safe havens. Until recently, that’s turned out to be a terrible idea. In general, I…
Read more »

Again

October 23, 2023

Last week saw the S&P 500 drop 2.4%. That’s not the end of the world but neither is it great. For better or worse, this week’s blog is going to look pretty similar to what I said at the beginning of last week, as the basic…
Read more »

Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook

Purchase

Exceptional Wealth: Clear Strategies To Protect And Grow Your Net Worth