Strategic Wealth Partners Financial Direction Blog

Browse By Category:

CNBC: Fast Money 5/21/2019

May 21, 2019

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

CNBC: Fast Money 5/20/2019

May 20, 2019

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

How to Rollover Your Employer Retirement Plan

May 9, 2019

Your Wealth is Much More than a Portfolio

May 2, 2019

Throughout my career as a wealth advisor, I’ve seen too many clients who make a common mistake: They don’... Read More

Understanding the New IRC 83

April 29, 2019

If you are a private business owner looking to provide additional compensation benefits to your employees, the new 83(i) is ... Read More

Why the Old Playbook Won’t Get You to the Next Level of Wealth

April 25, 2019

Old habits die hard – especially when it comes to wealth. When we have some success, we tend to stick with ... Read More

The Case Against Class Warfare

April 18, 2019

Our culture is incredibly fluid. Over the decades, norms change and ideas shift in and out of vogue. Through all ... Read More

CNBC: Fast Money 4/11/2019

April 14, 2019

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

Book a 30-Minute Virtual Meeting with an Advisor

Book Now

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…
Read more »

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…
Read more »

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…
Read more »

Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook

Purchase

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