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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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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.
Technology investors are closely watching earnings from Microsoft and Meta as artificial intelligence infrastructure spending reaches record levels. In this interview, Mark Tepper explains why continued capital expenditures from hyperscalers are critical for AI-related stocks, while highlighting growing concerns coming from the bond market.
In this Fox Mornings with Maria appearance, Mark Tepper explains why he believes the U.S. has entered an “Industrial Revolution 2.0” driven by AI, manufacturing expansion, and data center construction. He discusses how massive capital demands are affecting the bond market, why investors are monitoring credit default swaps and financing conditions, and what those signals could mean for future market liquidity.
Big technology companies have committed significant capital to artificial intelligence, but investors are increasingly focused on when that spending will produce stronger financial results.
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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