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.

The Women’s Center Anniversary Luncheon: Your Voice Has Power

Members of Strategic Wealth Partners are proud to have attended The Women’s Center Anniversary Luncheon, raising awareness and support for sexual assault survivors. Kathy Klein, CFP® has been longtime supporters of The Women’s Center – a significant women and family shelter in southeastern Wisconsin.

Klein knew she had to support this organization after attending a fundraiser in 2007. “I learned that the organization received requests for help from approximately 2,000 families annually – which was just astounding to me,” Klein explained. “Domestic abuse knows no socioeconomic or ethnic boundaries and can permanently scar all members of a family with deep psychological wounds. The work The Women’s Center is doing is impactful and life changing!”

The Women’s Center is located in Waukesha, WI and provides safety, shelter, and support to adult and child survivors of domestic violence, sexual assault, child abuse, and trafficking.

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
Making It Through Volatile Markets
Yesterday’s news about new worldwide tariffs and the resulting impact on financial markets is going to scare a lot of people. Whether you are someone who looks at your portfolio every day, checks periodically, or hardly ever looks at all, it would not be unusual to have some sort of impulse to take action with your portfolio. The most drastic would be to “go to cash,” presumably re-entering the market “when things get better.” The issue is always that it will never feel like a good time to get back in. Think back to March 23, 2020…everyone was locked down in their homes, and the impact of COVID had only just begun. Yet despite the fact that people were still wearing masks and maintaining other COVID-related precautions a year + later, that day in March 2020 turned out to be a generational buying opportunity for stocks.
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