Event Recap: Spring Cleaning / Paper Shredding 2018

Clients and friends of Strategic Wealth Partners (SWP) did some spring cleaning by disposing sensitive documents at the SWP annual shred event. This year’s event took place at both the Illinois and Wisconsin offices. Opportunity Secure Data Destruction (OSDD) of Northbrook, IL and KARD Shredding of New Berlin, WI provided the mobile shredding services. We hope to see you all at next year’s spring cleaning / paper shredding event!

If you are embarking on your own purging party, tame your desire to toss everything. Instead, consider these guidelines to help you decide what documents to keep, shed or shred.

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).

Investments
Staying Invested Amidst A Potential Recession
SWP Principal Mike Karmin doesn’t know whether or not the economy is heading for a recession in 2023. He does, though, feel strongly that investors should maintain their allocation to the stock market regardless of whether they believe that the Federal Reserve can successfully execute a soft landing. In this short video, Mike shares some historical data that supports long-term investment in equities, even if a recession does come to fruition.
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Financial Planning
Cloudy Crystal Ball
As we start the new year, especially after a challenging 2022, the most frequent question we are asked is: What is your prediction for 2023? Admittedly, our crystal ball is cloudy. It always has been and always will be when it comes to short-term predictions. Still, there is no shortage of “experts” – supported by research, sophisticated models, and persuasive reasoning – that routinely broadcast what’s in store for the next twelve months. The harsh reality: it’s fool’s gold – entertaining but rarely actionable.
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Investments
A Closer Look at Private Markets
As you are likely aware, ongoing volatility and rising interest rates made 2022 a very challenging year in the capital markets. We believe that this past year has highlighted the need for advisors to explore investment opportunities that exist beyond the traditional stock and bond markets. The private markets are one such opportunity set. In this article, we discuss what the private markets are, how these investments may fit into a diversified portfolio, and how we use them.
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