Event Recap: Illinois Office Open House

We were honored to show our new Illinois office to our clients, partners, and friends on July 30. We are thankful to all who attended and enjoyed the fun evening! If you were not able to join us, your advisor would be happy to give you a tour of our new home at any time. You can learn more about our new office here.

AJ Price, Neal Price, and Cory Rappaport

AJ Price, Neal Price, and Cory Rappaport

Wendy Mintzer and AJ Price

Wendy Mintzer and AJ Price

Lauren Ross and Mary Berman

Lauren Ross and Mary Berman

Joanna Hurley and her husband, Neil

Joanna Hurley and her husband, Neil

Jaclyn Simon and Betsy Wellington

Jaclyn Simon and Betsy Wellington

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. The brochure is limited to the dissemination of general information pertaining to its investment advisory services, views on the market, and investment philosophy. Any subsequent, direct communication by SWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SWP, please contact SWP or refer to the Investment Advisor Public Disclosure website (http://www.stratwealth.com/legal).

Investments
ESG Investing: Is It Right For You?
I have always been an avid outdoorsman, spending much of my free time camping and hiking in the mountains. And over the years, I've looked for ways to incorporate these interests into my investment portfolio. When I was younger, I did this by investing in companies related to the outdoor industry. However, today technology has made it possible to take a much more impactful approach through ESG investing.
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Current Events
Should I Stay or Should I Go?
There’s no sugarcoating it; the current state of the markets has many of our clients thinking like the 1981 punk rock classic by The Clash: Should I stay or should I go now? If I go, there will be trouble And if I stay it will be double So come on and let me know Should I stay or should I go?* I don’t suspect that the song was meant as a commentary on portfolio management strategies. (In fact, the band has never disclosed any real meaning to the lyrics.)  Nonetheless, I do think it provides an appropriate framework for examining today’s investment world. So, let’s take a look at the cases for “going” and for “staying.”
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Financial Planning
Money Lessons from SWP Wealth Advisors
In honor of Financial Literacy month in April, SWP Wealth Advisors shared money lessons they have learned throughout their lives.  In this piece, you will find a compilation of these lessons.
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