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

ESG Investing: Is It Right For You?

I have always been an avid outdoorsman, spending much of my free time camping and hiking in the mountains. And over the years, I've looked for ways to incorporate these interests into my investment portfolio. When I was younger, I did this by investing in companies related to the outdoor industry. However, today technology has made it possible to take a much more impactful approach through ESG investing.

Current Events

Should I Stay or Should I Go?

There’s no sugarcoating it; the current state of the markets has many of our clients thinking like the 1981 punk rock classic by The Clash: Should I stay or should I go now? If I go, there will be trouble And if I stay it will be double So come on and let me know Should I stay or should I go?* I don’t suspect that the song was meant as a commentary on portfolio management strategies. (In fact, the band has never disclosed any real meaning to the lyrics.) Nonetheless, I do think it provides an appropriate framework for examining today’s investment world. So, let’s take a look at the cases for “going” and for “staying.”

Financial Planning

Money Lessons from SWP Wealth Advisors

In honor of Financial Literacy month in April, SWP Wealth Advisors shared money lessons they have learned throughout their lives. In this piece, you will find a compilation of these lessons.