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

May 24, 2018

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.

Investments

Staying Invested Amidst A Potential Recession

SWP Principal Mike Karmin doesn’t know whether or not the economy is heading for a recession in 2023. He does, though, feel strongly that investors should maintain their allocation to the stock market regardless of whether they believe that the Federal Reserve can successfully execute a soft landing. In this short video, Mike shares some historical data that supports long-term investment in equities, even if a recession does come to fruition.

Financial Planning

Cloudy Crystal Ball

As we start the new year, especially after a challenging 2022, the most frequent question we are asked is: What is your prediction for 2023? Admittedly, our crystal ball is cloudy. It always has been and always will be when it comes to short-term predictions. Still, there is no shortage of “experts” – supported by research, sophisticated models, and persuasive reasoning – that routinely broadcast what’s in store for the next twelve months. The harsh reality: it’s fool’s gold – entertaining but rarely actionable.

Investments

A Closer Look at Private Markets

As you are likely aware, ongoing volatility and rising interest rates made 2022 a very challenging year in the capital markets. We believe that this past year has highlighted the need for advisors to explore investment opportunities that exist beyond the traditional stock and bond markets. The private markets are one such opportunity set. In this article, we discuss what the private markets are, how these investments may fit into a diversified portfolio, and how we use them.