Enter your information below, and we will email you our new eBook, Tilting the Odds
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.
As seen on
Mark Tepper explains why investors are becoming far more selective about companies positioning themselves as AI leaders, with capital discipline and balance sheet strength now taking center stage. He highlights how firms funding AI investment through cash flow are being rewarded, while those increasing debt or aggressively spending are facing pressure from the market. The discussion also explores sector rotation, shifting sentiment toward financials, and how the race to dominate AI may ultimately separate long term winners from companies that fail to scale effectively.
Mark Tepper discusses the latest economic data, including wage growth, productivity gains driven by AI, and expectations for additional tax refunds entering the economy. He explains why some policies viewed as inflationary may actually have deflationary effects and highlights how real wage growth has recently turned positive. The conversation focuses on employment strength, manufacturing momentum, and the broader outlook for U.S. economic activity in the months ahead.
Mark Tepper joined Fox Business to break down a strong jobs report and what it means for interest rates, Federal Reserve policy and market momentum. With 130,000 jobs added in what he calls the A.I. era, Tepper explains why that number carries more weight than it would have in the past and why the market is now pricing in fewer rate cuts.
On Varney & Co., Mark Tepper breaks down how artificial intelligence is reshaping markets, why regional banks could benefit from automation, and what today’s investor sentiment means for 2026 positioning. Mark explains why companies actively using AI may outperform, how cost reductions could drive bank profitability, and why pullbacks in top AI leaders may create opportunity. He also shares perspective on market psychology, separating short-term sentiment from long-term fundamentals, and highlights where investors may see measurable ROI quarter by quarter.
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.
Begin Your Assessment
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.
Please note that you are leaving Strategic Wealth Partners website and entering the website for SWP Investment Management LLC.
Proceed to SWP Investment Management
