Strategic Wealth Partners Financial Direction Blog

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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

A New Attitude Toward Wealth

January 17, 2019

Scott Fitzgerald famously wrote, “The rich are very different from you and me.” His contemporary, Ernest Hemingway, purportedly replied, “Yes, ... Read More

Anomaly – Momentum vs. Contrarian Investing

January 15, 2019

Next on our list of stock market anomalies that lead to outsized performance, we’re gonna be talking about momentum ... Read More

When the Going Gets Tough…the Strong Stay the Course

January 11, 2019

A big inevitability that many people squander a lot of time worrying about, of course, is a bear market. Trust ... 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