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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

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

Read the Latest from Our Financial Experts

The Case Against Class Warfare

Our culture is incredibly fluid. Over the decades, norms change and ideas shift in and out of vogue. Through all of the disruptions and trends in history and culture, you can practically always count on one thing – you can never go wrong by bashing…
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CNBC: Fast Money 4/11/2019

Mark Tepper, President and CEO of Strategic Wealth Partners, joined the team on CNBC’s Fast Money to discuss his take on current stock opportunities. Disney rolls out their streaming service. Mark Tepper still prefers Netflix because their content is addictive and appeals to binge watchers.…
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CNBC: Fast Money 4/10/2019

Mark Tepper, President and CEO of Strategic Wealth Partners, joined the team on CNBC’s Fast Money to discuss his take on current stock opportunities and present his first fast pitch on O’Reilly Automotive. Mark Tepper likes the revenue diversification that comes with JP Morgan. Mark…
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Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook

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

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

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

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