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Strategic Wealth Partners
  • About
    • About SWP
    • Our Team
    • Contact
  • Services
    • Wealth Management
    • M&A Advisory
    • SWP Exclusive Tools
  • Resources
    • Client Login
    • Books
    • Blog
    • Sellability Score
    • Wealthalyze
    • Portfolio X-Ray
  • Podcasts
    • The Capitalist Investor
    • Engineered Wealth
  • In the News
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Read the Latest from Our Financial Experts

Sell in May and Go Away: Should You or Should You Not?

May 18, 2021

Derek Gabrielsen, CRPC®, Wealth Advisor Summer is almost here! One of the most commonly heard stock market sayings headed into the summer is “sell in May and go away.” This old adage suggests you sell your stocks in May, and not get back into the…
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Got Kids? Here’s How To Instill Healthy Financial Habits

May 6, 2021

Dave Abate, CFP®, Senior Wealth Advisor Teaching children financial literacy at a young age can help kick-start a lifelong healthy relationship with money. To your benefit, there are an abundance of advisor-approved techniques to consider. Below, I have laid out a few of my favorite…
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Understanding How Potential Tax Changes Might Impact Your Portfolio

April 1, 2021

Tony Zabiegala, COO & VP of Wealth Management Recently, we’ve received several questions from clients about how developing changes in tax legislation might impact their portfolios. While the specifics of the final Biden-Harris tax plan have not yet been released, it is important for investors…
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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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Tilting the Odds, Mark Tepper

Tilting the Odds: The Keys to Gaining an Investment Edge

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