Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

Autism Speaks – North Shore Walk 2018

On Sunday, May 6th, members of the Strategic Wealth Partners (SWP) team attended the Autism Speaks – North Shore Walk at New Trier High School. SWP is proud to support the mission of Autism Speaks and serve as corporate sponsor of Team Tyler. Watch this clip from the TODAY show to learn more about Team Tyler.

Autism affects an estimated 3 million people in the United States and 70 million people worldwide. More than 90 percent of the world’s autism community lives in low- and middle-income countries with little access to autism services or support, challenged by the high cost of care, as well as stigma and social intolerance. Read more about the impact of Autism Speaks.

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. For additional information about SWP, including fees and services, send for our disclosure brochure as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/legal).

Financial Planning
Navigating the Complexities of Estate Planning for Ultra-High-Net-Worth Divorcees
There’s nothing easy about divorce. It can feel as though your entire life changes overnight, and for ultra-high-net-worth (UHNW) individuals, the financial implications can be just as overwhelming as the emotional ones. One of the most overlooked yet critical aspects of this transition is estate planning. I recently worked with a client, we’ll call her Laura, who had just finalized a divorce after 27 years of marriage. She had always been involved in the family’s finances, but for the first time, she was solely responsible for her own estate. Her first question to me was, “Where do I even begin?”
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Investments
Tuning Out the Noise: Why Smart Investors Stay the Course
If we’ve worked together for any length of time, you know I regularly talk and write about investor psychology, especially how tuning out day-to-day market headlines can lead to better long-term results. In a world full of distractions, this mindset is more important than ever. We live in an era of nonstop financial news. From interest rate speculation and economic forecasts to geopolitical tensions and trade policy shifts, headlines are constantly vying for our attention and our reaction. Recently, headlines about new tariffs and another downgrade of U.S. government debt have added fresh layers of uncertainty. And naturally, these stories raise questions: Should I adjust my portfolio? Go to cash? Do something, anything, right now?
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Current Events
What We Have Been Reading – Market Commentary & Beyond for May 2025
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.
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