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.

Marcie Nach Participates in Money Smart Week®

In honor of financial literacy month, Marcie Nach, CFP®, volunteered to meet with attendees at the Financial Planning Association’s annual Money Smart event at the Harold Washington Library in Chicago. “I enjoy addressing the questions raised by people who are working hard to understand their situation and help them determine the best path to move forward. I think this is an important resource for the public,” Nach said. “It was a meaningful experience for me and hopefully for all of the participants.”

Money Smart Week is a coordinated effort among a diverse group of 40+ Chicago-area organizations working together to promote personal financial literacy. Free events and presentations take place over six days in April to help consumers better manage their finances. To learn more about Money Smart Week, visit www.moneysmartweek.org.

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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