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Marice Nach was featured in the summer/fall edition of Caregiving Magazine.  Along with other industry experts, she responded to questions on the topic of retirement and aging. These include challenges…

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,…

One central truth of investing is that it inherently involves risk—investments might result in losing some or even all of the money invested. However, the returns we enjoy from investing…

Congratulations to Laurie and Neal Price on receiving JCFS Chicago’s Irving B. Harris Leadership Award! Strategic Wealth Partners is proud of Laurie and Neal’s dedication to supporting children, teens, adults,…

In the ever-evolving landscape of investments, a significant trend is reshaping how wealth is grown and managed: private asset managers are increasingly opening their doors to high-net-worth and retail investors….

A new relationship with a wealth advisor can be a lot like dating. In the beginning, you want to get to know what’s important to each other, establish open communication and shared perspective, and determine if it makes sense to commit for the long term. Each relationship is unique, but we can follow an intentional road map in getting to know each other.

l have written in the past about how I am a long-term investor. While past performance does not guarantee future results, I always keep in mind historical data to help…

The modern financial landscape is complex and constantly evolving.  However, managing complexity and delivering simplicity can come from consolidating these elements under the stewardship of a knowledgeable professional. A professional…

Our very own David Copeland was an InvestmentNews Excellence Awardee for Advisor of the Year in the category of Alternative Investments! We are proud of David’s pursuit of utilizing alternative…