Pension Archives - Strategic Wealth Partners

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Which is Right for You: The Pension vs. a Lump-Sum

January 4, 2021

Peter Brunton, Chief Investment Officer After a lifetime of working, everyone deserves a comfortable retirement. If employed by a company ... 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

Make Your Retirement Bulletproof

May 12, 2016

You’ve built a successful company. You’ve found a buyer. You made the deal and signed. You cashed the ... 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