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.

Neal and Laurie Price Award Announcement

Congratulations to Laurie and Neal Price on receiving JCFS Chicago’s Irving B. Harris Leadership Award! Strategic Wealth Partners is proud of Laurie and Neal’s dedication to supporting children, teens, adults, families, and the community.

Photo: Mike Karmin, Marcie Nach, Mike Tuber, Neal Price, Laurie Price, Lindsay Pflug, A.J. Price at JCFS Chicago’s award ceremony.

 

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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