Personal Finance Archives - Page 7 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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What If You Lost Up to 50% of Your Wealth in a Single Day?

November 27, 2012

Nothing is more satisfying for advisors and their clients than planning, investing, and watching net worth gradually increase. And, nothing ... 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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Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook

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