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
Tuning Out the Noise: Why Smart Investors Stay the Course
If we’ve worked together for any length of time, you know I regularly talk and write about investor psychology, especially how tuning out day-to-day market headlines can lead to better long-term results. In a world full of distractions, this mindset is more important than ever. We live in an era of nonstop financial news. From interest rate speculation and economic forecasts to geopolitical tensions and trade policy shifts, headlines are constantly vying for our attention and our reaction. Recently, headlines about new tariffs and another downgrade of U.S. government debt have added fresh layers of uncertainty. And naturally, these stories raise questions: Should I adjust my portfolio? Go to cash? Do something, anything, right now?
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Current Events
What We Have Been Reading – Market Commentary & Beyond for May 2025
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 recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
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