I’ve been in ongoing “negotiations” with my 10-year-old daughter about whether she can have an Apple Watch, iPad, or iPhone. There is no quit in this child. When my wife and I say no to the watch, she pivots to the iPad. When we say no to the iPad, she asks for the phone. Around and around, we go.
Recently, after yet another Apple Watch request, I decided to have a little fun. I said, “We’re not buying you a watch, but how about some Apple stock instead?” Her reaction was about what you’d expect: arms crossed, eyes rolled. She asked, “What even is stock anyway?”
I explained that owning stock means owning a piece of the actual company. She told me that made no sense, reminded me it wouldn’t help her text her friends, and stomped off to her room.
DEERFIELD, Ill.–(BUSINESS WIRE)–More than 50 women gathered in a strong show of support for deployed troops at the Strategic Wealth Partners (SWP) SWP Women, Wealth & Wisdom Luncheon at Northmoor Country Club in Highland Park.
With the holidays approaching, guests were asked to bring leftover Halloween candy and wish list items to donate to our deployed troops through the non-profit organization, Operation Gratitude. Their generous donations amounted to 44 pounds of candy and many other requested items, including dental supplies, hygiene products, stationary, winter hats, gloves and more. The women also had an opportunity to write personalized letters of gratitude to the troops.
In addition to a focus on troops, the luncheon featured health and wellness speaker and “Oh Lardy” Real Food blogger Tamara Mannelly.
“Our inspiration for this event is to help all of us continue to grow, explore and find purpose in everything we do,” said Ashley Bebeau, CFP®, Senior Financial Planner at SWP. “We understand you are busy, probably taking care of people you love. We want to make sure you are taking care of yourself as well.”
Another objective for the event was to build deeper relationships between clients and the ten women employed by the firm.
“Our vision is to build a sustainable firm that will be here to serve the many future generations of clients’ families,” said Moira Fahey-Ullrich, Principal & Chief Solutions Officer of SWP.
ABOUT STRATEGIC WEALTH PARTNERS
Strategic Wealth Partners is an investment advisory and financial planning firm providing wealth strategies and independent, objective advice to high net worth individuals and institutions. Founded in 2008 by principals David Copelandand Neal Price, the firm provides a complete wealth management platform by integrating all elements of a comprehensive strategy including investments, insurance, estate planning and tax counseling. Learn more at www.stratwealth.com.
