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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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Proposals for government ownership of major AI companies could have consequences far beyond the companies themselves. Mark Tepper, CFP® — President, CEO of Strategic Wealth Partners, discusses a proposal that would require large publicly traded companies to surrender a significant portion of their shares to a government wealth fund.
Inflation may be cooling, but affordability remains a concern as wage growth struggles to outpace rising costs. Mark Tepper discusses what the latest CPI data could mean for Federal Reserve policy and why real wage growth matters more to consumers than the headline inflation number.
The stock market continues to reach new highs, but the companies driving those gains are beginning to change. Tony Zabiegala, CRPC®, Senior Wealth Advisor at Strategic Wealth Partners, explains why stronger performance from value stocks, financials, energy and healthcare may be a positive sign for the broader market.
Markets reacted to the Federal Reserve’s latest interest rate decision while investors looked ahead to earnings from Microsoft and Meta. On America Reports, Mark Tepper explains why the Fed’s shift toward making decisions based on real-time economic data could be significant for investors, discusses the current inflation picture, and highlights why AI-related capital spending has become one of the market’s biggest drivers. He also explains why semiconductor stocks could see heightened volatility depending on Big Tech’s investment plans.
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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