Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

2019 Summer Internship Recap

Once again, we were fortunate to have a great team of interns join us this past summer. In addition to a variety of investment, planning, and administrative projects, our group of interns began to build out a training library to use with new hires as well as existing employees. The training material covered topics such as compliance requirements and how-to guides related to SWP technology and systems. At the completion of the summer, each intern presented a sample training video to our team, explained the process for creating the content, and insights gained throughout the project.

Thank you to our interns for their amazing help this past summer! We are excited to utilize and build upon the work they started in our training library.

If you interested in joining us for the summer 2020 Internship Program, please visit our careers page to apply.

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Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. For additional information about SWP, including fees and services, send for our disclosure brochure as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/legal).

Investments
Making It Through Volatile Markets
Yesterday’s news about new worldwide tariffs and the resulting impact on financial markets is going to scare a lot of people. Whether you are someone who looks at your portfolio every day, checks periodically, or hardly ever looks at all, it would not be unusual to have some sort of impulse to take action with your portfolio. The most drastic would be to “go to cash,” presumably re-entering the market “when things get better.” The issue is always that it will never feel like a good time to get back in. Think back to March 23, 2020…everyone was locked down in their homes, and the impact of COVID had only just begun. Yet despite the fact that people were still wearing masks and maintaining other COVID-related precautions a year + later, that day in March 2020 turned out to be a generational buying opportunity for stocks.
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Investments
A Primer on Private Equity
On the surface, it’s logical that owning a diversified basket of public stocks (individual companies and/or indexes) is reflective of the broader economy, but the data doesn’t support it. In 1996, roughly 8,000 companies were listed in the U.S. stock market. Today, that number is fewer than 4,000.
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