Strategic Wealth Partners Financial Direction Blog

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CNBC: Fast Money 4/10/2019

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

Risky Business: Assessing Your Risk Tolerance for Your Portfolio

April 11, 2019

One of the biggest differences that distinguishes higher-net-worth investors tends to be their tolerance for risk. They’ve likely already ... Read More

R.I.P. 60/40

April 5, 2019

Dearly departed, we have gathered here today to bid farewell to an old and familiar companion – the 60/40 portfolio allocation. Forgive ... Read More

How a Charitable Remainder Trust Works

April 1, 2019

One Size Does Not Fit All: What Approach is Right for Your Wealth...

March 28, 2019

Old habits are hard to break. It’s especially true in personal finance, when too many of us adopt the ... Read More

Much More than Just a Wealth Manager

March 21, 2019

One of the perks of growing affluence is that you’re able to buy your time back. When you have ... Read More

Irrational Exuberance: The Alan Greenspan Era Lives On

March 14, 2019

For much of the late 20th century, Federal Reserve chairman Alan Greenspan was widely seen as the maestro behind the ... 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