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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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Financial Planning
8 Helpful Tips to Start Your Financial Year Off Right – 2023 Addition

off in the right direction. Since much of the information below still applies, I’ve decided to recirculate with minor updates that consider 2023 tax laws.
Having a well-thought-out plan can pay dividends (pun intended) in 2023 and beyond.
Lastly, as a bonus, if you make it to the end of this article, you’ll find results from my 2022 goals and my new goals for this year.

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News
Happy New Year from SWP 2023

The whole team at Strategic Wealth Partners wants to convey how appreciative we are of our partnership with you. We greatly value the opportunity to serve as your trusted partner. 

We look forward to continuing our relationship in 2023 and wish you and your family a very happy new year!

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Current Events
Looking Back, Looking Forward

Over the next month or so, we’ll all be bombarded by a variety of investment professionals’ recaps of the economic and market landscape.  Big firms, small firms, banks, brokers, economists, investment advisors and others all have their spin on what happened during 2022.  At SWP, we don’t often provide general market commentary; typically, we only comment on specific and unusual events that may cause investors to consider changing their plan. Put another way, we like to share thoughts on things that really matter to our clients and tune out the noise.

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Financial Planning
Saying Goodbye to a Loved One: A Financial Checklist

The passing of a loved one is an exceptionally difficult time in life. It has been more than five years since my parents passed away, and at times the feeling of loss is so acute it catches my breath. I was honored to be their personal representative and executor, and had the time and experience to be sure their finances were well prepared for such a transition. Despite this preplanning, the process was still painful and cumbersome.  

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