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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 Mornings with Maria to analyze a flurry of market-moving stories. He discussed Microsoft’s rising stock and major layoffs despite AI-driven savings, highlighting the tension between tech growth and job cuts. Tepper emphasized how ongoing tariff uncertainty is stalling small business growth and capital expenditures, calling for clarity ahead of the August 1 deadline. He also weighed in on Tesla’s dip, the upcoming earnings season, and why tech could outperform due to foreign revenue and a weakening dollar. The discussion wrapped with a warning about political intimidation targeting ICE agents and its broader economic implications.
Mark Tepper joined David Asman on Varney & Co. for the full hour, breaking down how recent tax cut expansions are opening new opportunities for small businesses — but tariff uncertainty continues to weigh heavily. Tepper emphasizes the frustration business owners face without clear guidance, calling for predictability over perfect policy. He also revisits Tesla’s recent stock drop, linking it to Elon Musk’s renewed political distractions and reminding viewers of the CEO’s fiduciary duty. To close the segment, Mark shares two actionable stock picks: S&P Global, which could benefit from a bond issuance surge, and Instacart (MapleBear), positioned to thrive as grocery delivery margins and market share grow.
Mark Tepper joins Mornings with Maria to address investor unease following market pullbacks and continued delays in trade deal clarity. He highlights how ongoing tariff discussions and lack of direction from Washington are paralyzing both CEOs and small business growth, citing job losses and stalled hiring plans. Tepper also takes on Tesla’s stock decline, questioning Elon Musk’s focus amid political distractions and arguing for a shift in leadership. The segment closes with a sharp critique of New York’s mayoral race, exposing the economic risks of rent control and anti-business policies that could accelerate capital flight to lower-tax states.
Mark Tepper joins Mornings with Maria to break down why the tax cut extension bill is likely to pass — and what might happen to the markets if it doesn’t. He explains how rising deficits and unsustainable entitlement spending are driving long-term debt concerns, and why fixing those issues needs to happen after the bill’s passage, not before. Mark reacts to a surprisingly strong June jobs report, but raises red flags about weak private sector hiring and inflated government education numbers. He also analyzes the capital on the sidelines, the softening of rate policy, and why the market’s rally is finally broadening beyond just the Magnificent Seven.
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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