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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 joins Fox Business with Stuart Varney to discuss how investor reactions to AI disruption may be creating selective opportunities. He explains how recent selloffs in wealth management stocks followed concerns that new tax strategy software could replace advisors, a view he believes misunderstands how these tools actually support financial professionals. Mark also outlines shifting investor sentiment toward AI stocks, noting that markets may now be looking for reasons to sell after years of enthusiasm.
Mark Tepper joined Mornings with Maria to discuss how investor fears around artificial intelligence may be driving exaggerated market reactions. He explains why certain software and wealth management stocks could be unfairly punished, how productivity gains from AI may reshape job growth, and why investors are rotating toward stability during periods of geopolitical and economic uncertainty. Tepper also shares insights on market sentiment, valuation discipline, and the long term role of human expertise alongside emerging technologies.
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.
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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