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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 joined Varney & Co. to discuss why inflation could become a bigger issue for Wall Street if gas prices continue squeezing consumers. He also explained why Nvidia’s advanced chips could become a major bargaining chip in U.S. negotiations with China. Mark shared his view on semiconductor stocks, why broader chip exposure may matter, and why he prefers Amazon over Alibaba because of weakness in the Chinese consumer. He also discussed Oracle, AI infrastructure spending, photonics stocks, Walmart’s efficiency push, and why he still likes United Rentals.
Mark Tepper joined America Reports on Fox News to discuss New York City’s proposed $124 billion budget and the long term economic consequences of higher taxes and government overspending. During the conversation, Mark explained how rising property taxes and increased government spending can drive high income earners, business owners, and employers out of states like New York and into lower tax states such as Florida and Texas.
Mark Tepper joined Mornings with Maria to discuss why investors holding cash on the sidelines may want to rethink waiting for the next big market correction. He explained that historically, investing at all-time highs has often outperformed waiting for a pullback, especially during periods of strong earnings growth and economic momentum. The conversation also covered the impact of AI innovation, business-friendly policies, and corporate profitability on the current market environment. Mark shared why trying to perfectly time the market can keep investors from taking advantage of long-term opportunities.
Mark Tepper joined America Reports to discuss the recent surge in the stock market as oil prices dropped sharply following easing geopolitical tensions. During the conversation, Mark explained why energy companies like FANG continue to stand out, especially low cost producers operating in the Permian Basin. He also shared insights on how higher gas prices are impacting consumer spending, particularly restaurants and discretionary businesses.
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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