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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
  • Partner with SWP
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Read the Latest from Our Financial Experts

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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Concerned About Inflation? Consider Real Estate Over Commodities.

March 23, 2021

Peter Brunton, CFA, Chief Investment Officer Did you know the M2 monetary supply – the amount of dollars held in cash, savings, and money market accounts – grew 25% last year? The concept of inflation is simple. More dollars chasing limited or finite assets equals…
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So, You Want to Learn More about SPACs? Your Top Questions Answered

March 8, 2021

Derek Gabrielsen, CRPC®, Wealth Advisor 2020 was a tipping point for special purpose acquisition companies, or SPACs. As they grew in popularity, so did investor interest in them. In fact, one Investopedia article cites SPACs raised a record $81.1 billion in 2020. If you’re trying…
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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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