Stay in-the-know about the latest.

People often ask me, “is now the right time to get into the market?” If I had a crystal ball that told me when to buy and when to sell, I probably would not be writing this piece! With the highest inflation numbers since the 1980s, concerns about an economy potentially in recession, and the most prolonged downturn in stocks since the Great Financial Crisis, there is no question that investors have been challenged this year.
The good news is that there are always opportunities for long-term investors with the right plan.
Whether you are an experienced investor, have recently come into cash, or are new to the financial markets, below I discuss some things to consider when asking if now is the right time to invest.

This week has been another extremely turbulent one in the stock market. While it is never comforting to see large, red numbers, volatility can be even more uncomfortable for recent retirees or those considering retirement. A colleague of mine recently told me that he has seen more of his clients retire in the last two years than in his first ten years of working at SWP. This got me thinking a lot about the notion of retirement. Retirement is a huge life event and adding volatile markets can compound the feeling of uncertainty. In this article, I will share some of the concepts we have been discussing with our clients.

Strategic Wealth Partners is proud to be listed in the Milwaukee Business Journal’s Investment Management Firms ranking. The list is ranked by firm assets under management from December 31, 2021.

“We are so pleased to be included in this list of the largest investment advisors in the Milwaukee area. We first entered the Milwaukee market in 2018 because we saw tremendous potential to combine forces with some outstanding professionals,” says Principal and Co-Founder Neal Price. “Kathy Klein, Joe Thompson, and the entire Milwaukee team are best-in-class. We are excited to expand our presence and become the go-to firm for comprehensive wealth management services in the Milwaukee area.”

“Our success comes from a solid and loyal client base who believes in our personalized solutions. Our work on behalf of our clients is far-reaching, but it all comes down to our unique process that is client focused, manages complexity, delivers simplicity, and guides our clients to their goals,” states Wealth Advisor Kathy Klein.

Strategic Wealth Partners is an independently managed wealth management firm that has been partnering with clients since 2008 in Deerfield, IL, and since 2018 in Milwaukee, WI. For more information on services, please visit www.stratwealth.com.

Investing is not supposed to be easy. If it was, I might not have a job (or at least this job). Undoubtedly though, this summer was as confusing as ever. The stock market reversed course when…

Has this ever happened to you? I went to pick up a prescription from a large pharmacy chain, and they told me that my insurance no longer covers that medication, and the out-of-pocket cost will be $160. Standing there trying every discount I could find on various apps, I managed to reduce the cost to $130.
Knowing that I was researching this topic, I did not fill the prescription and went home to apply my research to a real-life situation.

To build upon the great articles written by my colleagues over the past several months, I am pleased to share a little about how I manage my own money.
As we do with our clients, for starters, it is worth discussing some of the goals that drive my investment decisions. While I don’t believe one needs a specific set of goals to justify saving and investing, saving and investing for their own sake is always a good idea. But there are a few general objectives that I like to keep front and center.

One of the aspects that I like most about my job is learning about the unique objectives of families. Interestingly enough, many financial planning goals of my clients are not always apparent from the onset of the relationship. One area of consistency, though, that I find among affluent families is a focus on preserving generational wealth.

There is certainly a large degree of complex planning needed to ensure your hard-earned assets are distributed according to your wishes and kept out of the hands of the government. In this article, I share five strategies I use when helping affluent families preserve their generational wealth.

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 quarter of 2022, so we wanted to follow up with some more!

You have likely heard of a “60/40 portfolio” — a portfolio that is composed of 60% stocks and 40% bonds. One rationale for the 60/40 portfolio has long been that stocks and bonds are negatively correlated. In simple language, the belief has been that when stocks lose their value, bonds should hold their ground or even appreciate in value, helping stabilize the portfolio during periods of market unrest.

This year has been another proof point that this assumption is flawed.