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We provide professional and objective financial advice, all under one roof. Strategic Wealth Partners helps you get more from your investment portfolio, fund your children’s education, plan for retirement, and minimize your tax exposure. If you’re a business owner, we help you plan and execute your exit strategy. Helping people across the full spectrum of financial services is what we do, and it’s what drives us, every day.
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On Varney & Co., Mark Tepper breaks down how artificial intelligence is reshaping markets, why regional banks could benefit from automation, and what today’s investor sentiment means for 2026 positioning. Mark explains why companies actively using AI may outperform, how cost reductions could drive bank profitability, and why pullbacks in top AI leaders may create opportunity. He also shares perspective on market psychology, separating short-term sentiment from long-term fundamentals, and highlights where investors may see measurable ROI quarter by quarter.
Mark Tepper joined Varney & Co. to break down why gold surged past $5,000 an ounce while Bitcoin failed to rally alongside precious metals. He explains how gold and silver are acting as both uncertainty and inflation hedges, while Bitcoin remains more of a risk on asset in today’s market. Mark also walks through the impact of global instability, currency weakness, and the US dollar hitting a four month low on investor behavior. This conversation highlights why traditional safe havens are outperforming crypto during periods of economic stress and what that means for investors navigating inflation and volatility.
Appearing on Fox Business’ Varney & Company, Mark Tepper analyzes how global negotiations impact markets and why policy-driven volatility is typically temporary, urging investors to stay focused on long-term fundamentals.
Markets are sending subtle but important signals about confidence, volatility, and risk appetite. On this episode of Trader Talk, Kenny Polcari is joined by Mark Tepper, founder and CEO of Strategic Wealth Partners, to unpack what shifting sentiment means for stocks, rates, and portfolio discipline in 2026. Tepper explains where he sees opportunity in the first half of the year, why volatility may rise later on, and how long-term investors should stay positioned through potential drawdowns.
Leaders across the financial news spectrum—from CNBC to Fox Business to Yahoo Finance—turn to Mark Tepper and the experts at Strategic Wealth Partners for savvy insights on market changes, legislation, retirement planning, and more. Watch how Mark and the team from SWP share their knowledge live, on air.
We harness our experience, talent pool, and understanding of what concerns clients to create specialized tools that you only find at SWP. These impartial and proven proprietary tools tell you in clear language where you currently are and what you need to move forward.
Using the same markers that professional investors use for evaluating stocks, Portfolio X-Ray precisely gauges the strength of your stock portfolio based on your top-10 stock holdings.
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Ideal for business owners preparing their exit strategy or those simply curious about the value they’ve built. Sellability Score gives you a clear-eyed ranking of your business’s projected market value.
A quick and objective evaluation of your wealth management strategy, including a SWOT (strengths, weaknesses, opportunities, and threats) analysis of your approach for wealth protection and growth.
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