Personal Finance Archives - Page 4 of 7 - Strategic Wealth Partners

Personal finance involves personal financial management of investments, taxes, insurance, healthcare and estate planning. Often, topics involve tips for legally lowering taxes, improving investment results, hiring a financial advisor or more.

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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

Growing Wealthy is Complicated Business

March 7, 2019

Money can certainly make life easier in many, many ways. Everyone knows that – it’s why we work so hard ... Read More

Get It in Writing: Why You Shouldn’t Defer Estate Planning

February 28, 2019

There are plenty of unpleasant things in life we prefer to not think about. Taxes, for one. Pressing home repairs. ... Read More

Don’t Give Your Wealth to Washington: Maximizing the Impact of ...

February 14, 2019

Despite all of the varied paths we take in life, most of us tend to want the same things for ... Read More

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

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

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Read the Latest from Our Financial Experts

Once More Into the Breach

November 13, 2023

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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