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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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Mark Tepper joins Mornings with Maria to explain why he believes the U.S. economy and bull market still have room to run. He discusses AI infrastructure spending, the latest jobs report, falling inflation pressures, renewed small-business growth, and why he continues to favor Nvidia, Broadcom, Taiwan Semiconductor and other strong companies during market pullbacks.
Mark Tepper appeared on Varney & Co. to discuss the latest market volatility, the growing scrutiny around AI-related stocks, and where he still sees opportunity. In the segment, Mark covered the pressure on AI names, Micron and memory demand, AbbVie as a healthcare stock pick, SpaceX’s valuation, Take-Two and the impact of Grand Theft Auto 6, private equity-driven wealth creation, biotech M&A activity, and the rising cost of AI agents for small and mid-sized businesses.
Mark Tepper joined Varney & Co. to discuss investor sentiment, the growing influence of AI, and where he sees opportunities in today’s market. He explained why FOMO is replacing fear among investors, shared his outlook on the upcoming SpaceX IPO, and discussed why Anthropic is gaining ground in the enterprise AI race.
Mark Tepper joined Mornings with Maria to discuss the growing divide between states and cities that reward success and those looking to raise taxes on high earners. He warned that policies like New York City’s tax on non-primary residences could drive more wealthy residents, business owners, and employers out of high-tax areas.
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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