2019 - Page 4 of 5 - Strategic Wealth Partners

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Death and Taxes: The Importance of Tax Efficiency in Your Portfol...

February 7, 2019

The first rule of thumb as you start out in personal finance is to maximize every opportunity you have to ... Read More

CNBC: Fast Money 2/5/2019

February 6, 2019

Mark Tepper, President and CEO of Strategic Wealth Partners, sat on the desk of CNBC’s Fast Money to discuss ... Read More

CNBC: Fast Money 2/4/2019

February 5, 2019

Mark Tepper, President and CEO of Strategic Wealth Partners, sat on the desk of CNBC’s Fast Money to discuss ... Read More

Alternative Lifestyles: What You Need to Know about Managing Your...

January 31, 2019

It takes creativity and risk-taking to build a fortune or a lucrative career. The wealthy have generally developed rare, in-demand ... Read More

5 Questions to Ask Your Next Wealth Manager

January 24, 2019

If you’ve decided to sign on with a wealth manager to help steer your financial future – congratulations! This is ... Read More

CNBC: Halftime Report 1/22/2019

January 23, 2019

Mark Tepper, President and CEO of Strategic Wealth Partners, sat down with the team on CNBC’s Halftime Report to ... Read More

Anomaly – Calendar Effects

January 22, 2019

We’ve been talking about stock market anomalies that lead to outperformance…and today we’re talking about calendar effects. ... Read More

CNBC: Fast Money 1/16/2019

January 20, 2019

Mark Tepper, President and CEO of Strategic Wealth Partners, sat down with the CNBC Fast Money team to share his ... Read More

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Read the Latest from Our Financial Experts

Realistically, the market is having a fight between those who are thinking the Santa Rally has started and those who are worried about an overbought market concentrated in a few megacap tech stocks. I can see that in my own market measures. My short-term, volatile…
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Q3 2023 Performance Report

November 2, 2023

Early this year, I agreed with Stanley Druckenmiller that this was an incredibly difficult year to manage, given all the crosscurrents. My answer to that was to just concentrate in traditional safe havens. Until recently, that’s turned out to be a terrible idea. In general, I…
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Again

October 23, 2023

Last week saw the S&P 500 drop 2.4%. That’s not the end of the world but neither is it great. For better or worse, this week’s blog is going to look pretty similar to what I said at the beginning of last week, as the basic…
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Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook

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Exceptional Wealth: Clear Strategies To Protect And Grow Your Net Worth