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…
I have many pet peeves. I don’t like it when pillows in our house are lying on the floor. It irritates me when people talk on speaker phone in public. It drives me crazy when people rush to stand up in the aisle of an airplane once it lands (I’m really not as angry as it might seem).
Every year, we encourage our clients enrolled in a Medicare Part D stand-alone prescription plan to take a few minutes to verify that their existing plan remains the best option for them. For the 2025 plan year, there’s a little more urgency, as some big changes are occurring that have never been a factor before.
Starting in 2025, Medicare is setting a $2,000 cap on out-of-pocket drug costs for those with Part D drug plans. From brokers I have spoken with, this has caused a lot of turmoil in this market as some providers are changing what drugs will be covered under their formularies, co-pays, deductibles, and coverage of brand versus generic. If you were happy with your Part D drug plan in 2024, it could be a different story in 2025.
In the 1950s, Harry Markowitz was one of the creators of Modern Portfolio Theory (MPT). In summary, he was able to create an “optimal” portfolio of 60% stocks and 40% bonds. Over time, this mix generated most of the returns of stocks with much less downside risk. This was the early introduction of the asset allocation issue that is critical to portfolio construction. However, is this still the optimal way to create a portfolio?