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

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

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

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...

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

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

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

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

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

Financial Boot Camp

Unfortunately, most people will spend more time planning their vacations than planning for their financial futures. This can be a recipe for disaster. Our 2-hour information-rich educational workshop will get you on the right track to achieving financial success. register for the workshop