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.

JCYS 2018 Annual Gala

Michael has served on the JCYS Board of Directors for the past 4.5 years. This past year, he represented the Board as Vice President of Development with the responsibility of furthering the Board’s fundraising efforts.

When asking Karmin why he supports JCYS, he responded, “I find the dual mission focus of the Agency to be particularly satisfying – providing educational and recreational programs for Chicagoland-area children as well as developing the next generation of Jewish civic leaders.”

JCYS surpassed their fundraising goal by raising over $150,000 for the JCYS Scholarship fund which will provide over 75 more scholarships to families in need this year.

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
Why Tax Efficiency Matters
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:
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News
Kathy Klein Award Announcement
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...
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