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.

Autism Speaks – North Shore Walk 2017

On April 30, 2017, members of Strategic Wealth Partners will put on their walking shoes and support the mission of Autism Speaks. Join us in raising funds to have a voice with legislators, to have access to the information and resources we need, to support research and medical discovery, and to help fund local services through the mission of Autism Speaks. Together, we can accomplish amazing things for people living with autism.

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Join Team Tyler!

Autism Speaks is an autism advocacy organization whose mission is to change the future for all who struggle with autism spectrum disorder. Autism affects an estimated 1 in 68 children in the United States. For more information, visit www.autismspeaks.org

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
You’re Not Getting an Apple Watch, But Can I Interest You in Some Stock?
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.
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Current Events
What We Have Been Reading – Market Commentary & Beyond for October 2025
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. Here are recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
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