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Yesterday’s news about new worldwide tariffs and the resulting impact on financial markets is going to scare a lot of people. Whether you are someone who looks at your portfolio every day, checks periodically, or hardly ever looks at all, it would not be unusual to have some sort of impulse to take action with your portfolio. The most drastic would be to “go to cash,” presumably re-entering the market “when things get better.”
The issue is always that it will never feel like a good time to get back in. Think back to March 23, 2020…everyone was locked down in their homes, and the impact of COVID had only just begun. Yet despite the fact that people were still wearing masks and maintaining other COVID-related precautions a year + later, that day in March 2020 turned out to be a generational buying opportunity for stocks.

On the surface, it’s logical that owning a diversified basket of public stocks (individual companies and/or indexes) is reflective of the broader economy, but the data doesn’t support it. In 1996, roughly 8,000 companies were listed in the U.S. stock market. Today, that number is fewer than 4,000.

It happened pretty quickly. Everything seemed to be humming along nicely, with the S&P 500 reaching an all-time high in mid-February, and now we’ve suddenly found ourselves in a new…

Wealth management is about more than simply choosing the right investments. It’s about optimizing assets, minimizing risks, and ensuring long-term legacy planning. Much like with one’s own health, it’s important…

My wife and I recently got back from a week in Disney World with our two daughters. It was the first time there for the three of them and my…

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.

Every year, experts, analysts, and pundits flood the financial media with bold market predictions. Some forecasters claim markets will soar; others warn of impending doom. These predictions often grab headlines,…

The whole team at Strategic Wealth Partners wants you to know 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 2025 and wish you and your family a very happy new year!

We hope you enjoy our video Celebrating 2024 as we highlight this past year.

This article was originally published in 2021; however, the information is still relevant. Thanks to the internet, holiday shopping is more convenient than ever—not just for consumers, but for cybercriminals…