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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 investor sentiment, the growing influence of AI, and where he sees opportunities in today’s market. He explained why FOMO is replacing fear among investors, shared his outlook on the upcoming SpaceX IPO, and discussed why Anthropic is gaining ground in the enterprise AI race.
Mark Tepper joined Mornings with Maria to discuss the growing divide between states and cities that reward success and those looking to raise taxes on high earners. He warned that policies like New York City’s tax on non-primary residences could drive more wealthy residents, business owners, and employers out of high-tax areas.
During this appearance on Mornings with Maria, Mark Tepper discussed the growing pressure inflation and rising gas prices are placing on consumers and the economy. He explained that while many Americans have not fully felt the economic pain yet due to tax refunds and increased liquidity, prolonged elevated oil prices could eventually slow economic growth.
Mark Tepper joined Varney & Co. to discuss the market rally, the role interest rates and oil prices could play this summer, and why headlines around Iran may matter for investors. He also shared his view on Micron, explaining why AI memory demand may have a runway but should not be assumed to grow forever. Mark also discussed Meta and Progressive as two stocks his team has recently added to or purchased.
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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