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).

Financial Planning
Cloudy Crystal Ball
As we start the new year, especially after a challenging 2022, the most frequent question we are asked is: What is your prediction for 2023? Admittedly, our crystal ball is cloudy. It always has been and always will be when it comes to short-term predictions. Still, there is no shortage of “experts” – supported by research, sophisticated models, and persuasive reasoning – that routinely broadcast what’s in store for the next twelve months. The harsh reality: it’s fool’s gold – entertaining but rarely actionable.
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Investments
A Closer Look at Private Markets
As you are likely aware, ongoing volatility and rising interest rates made 2022 a very challenging year in the capital markets. We believe that this past year has highlighted the need for advisors to explore investment opportunities that exist beyond the traditional stock and bond markets. The private markets are one such opportunity set. In this article, we discuss what the private markets are, how these investments may fit into a diversified portfolio, and how we use them.
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Current Events
What We Have Been Reading – Market Commentary & Beyond
Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning. In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us. We received great feedback on the articles we circulated in the first two quarters of 2022, so we wanted to follow up with some more! Here are eight recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
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