Event Recap: Spring Cleaning / Paper Shredding 2019

Clients and friends of Strategic Wealth Partners (SWP) did some spring cleaning by disposing sensitive documents at the annual SWP shred event. The spring snow did not dampen our spirits as we shredded 1,843 pounds of paper. Opportunity Secure Data Destruction (OSDD) of Northbrook, IL once again provided the mobile shredding services. We hope to see you all at next year’s spring cleaning/paper shredding event – hopefully sans snow!

If you are planning to do a 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
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
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