In the ever-changing landscape of the global economy, investors will be navigating potentially unfamiliar waters during the last couple of months in 2023. Uncertainty seems to be the only constant, with markets fluctuating as geopolitical tensions are rising.
Despite all the question marks on what will happen in the short-term, there are some things that can be done to help keep investors at ease.
When it comes to executive compensation, company stock can be incredibly appealing. For top-level executives, it often makes up a significant portion of their compensation packages, offering financial rewards and…
At the 2023 CAIS Alternative Investment Summit, SWP Co-Founder and Principal David Copeland sat down with RIA Channel’s Founder and CEO Julie Cooling to discuss how he uses alternative investments in client portfolios. You can listen to the interview by clicking below.
This is the time of year when we are inundated with advertisements regarding Medicare. Most of these messages can be ignored, but we highly recommend that you take a few minutes to shop your Part D stand-alone prescription plan if you are on original Medicare (Parts A & B) and you have a supplement.
You currently have until December 7th to change your Part D prescription insurance plan for the next year. It is possible that a new insurance plan could save you substantial dollars in 2024, even if you like your current Part D prescription plan.
Recently, I wrote about alternative credit and the rationale we use for this type of alternative asset category at Strategic Wealth Partners. Another area of alternatives we use extensively is what we term “alternative equity.” In order to discuss this topic, traditional equity investing first requires review.
Why do people invest in equities to begin with?
An equity investor has the opportunity to participate in the growth of a company. A company’s value is reflected in a company’s profits, growth in profits, and distributions from those profits in the form of dividends.
Roth conversions are a popular planning concept that we at SWP discuss and implement with clients on a regular basis. What is it? Why do clients do it? And why might a client not do it? Before we begin, please note that the content below is meant for informational purposes only and should not be treated as tax advice. Always consult with your tax advisor before implementing any Roth conversions.
Strategic Wealth Partners is pleased to announce its ranking on the Forbes/SHOOK America’s Top RIA Firms list for 2023. The ranking distinguishes the top 250 registered investment advisors (RIA) in the country.
“We are very proud to be included in this year’s ranking. Our firm is continuously growing and finding new ways to deliver value to our clients,” said Michael Karmin, SWP Principal and Wealth Advisor. Being on this list reflects our team’s hard work and trust our clients put in us each day. We are committed to managing the complexity of our clients’ lives and delivering simple, straightforward solutions each and every day.”
As anyone can attest to lately, it certainly feels like the economy and financial markets are confounding. Browse any news source of your liking and you’re bound to see the first few articles with titles that make your head spin. Disruption brings change, including to capital markets. While this can bring financial anxiety, it also creates opportunity for investors.
Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are 9 recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.