Personal Finance Archives - Page 5 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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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

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

Compound Interest

December 11, 2018

“Compound interest is the eighth wonder of the world.He who understands it, earns it …He who doesn’t … pays ... Read More

How Big Does Your Nest Egg Really Need to Be

November 29, 2018

This article was originally published at Kiplinger. Anyone who has ever thought about retirement has surely asked themselves one basic ... Read More

What Is a Financial Plan?

November 19, 2018

What Is a Financial Plan? A financial plan is the cornerstone of a successful retirement. Its job is to guide ... Read More

Predicting the Unpredictable in Your Finances

November 8, 2018

I’m conditioned by my profession to be responsible with my finances – sometimes excessively responsible – and I need to remind ... Read More

The Expansion of 529 Plans

November 1, 2018

What is a 529 Plan? The Tax Cuts and Jobs Act of 2017 increased the benefits of 529 savings plans, which make them ... Read More

Creating Your Own Definition of Success

October 31, 2018

Investing is rooted in numbers. That causes many of us to see our definition of success as a function of ... Read More

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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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