Stay in-the-know about the latest.

When evaluating an investment portfolio, most people tend to focus on the return it provides. This is certainly understandable, as it is fairly intuitive. “I put in $100; it’s now worth $110. Therefore, my return is 10%.” However, this leaves out a key part of the overall story – taxes.

Broadly speaking, from the standpoint of most investment and tax professionals, investments can generally be classified as either “tax-efficient” or “tax-inefficient.” I’ll loosely define these terms as follows:

We are proud to announce that SWP’s Wealth Advisor, Kathy Klein, received the Greater Milwaukee Foundation’s Herbert J. Mueller 2024 Outstanding Professional Adviser of the Year award! She was honored…

At the loss of a spouse, particularly one responsible for the family’s cash flow and investments, the emotional turmoil can be significantly magnified by the additional responsibility of financial management.

Strategic Wealth Partners, a division of Kovitz Investment Group Partners, LLC, is proud to be listed in the Milwaukee Business Journal’s Investment Management Firms ranking. The list is ranked by…

I have many clients, both family and friends, who have entrusted me with protecting and prioritizing their family’s wealth. Truthfully, I think of all my clients as family and encourage them to think the same of me. It’s important to have that level of trust and communication to take the same care of their families as I do of my own.

One key to business stability and growth is retaining top talent in an organization. The shock of key employees leaving can reverberate through a company impairing morale while potentially missing key profit target achievement. One way that a company can incent key members to stay for the long haul is to reward them for successful goal achievement and their dedicated service over time with a non-qualified deferred compensation plan (NQDC).

Interest rates and your portfolio are interconnected. This relationship creates market behavior that affects investors and borrowers alike and is often reflected in shifts within the economy. Understanding how they…

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,…