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.

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Webinar Recording | A Few Things to Do While Staying the Course

The recording of our webinar on navigating changing market conditions is now available.

Whether or not you’ve engaged a financial advisor, almost all investors have inevitably heard the term “stay the course” at one point in time. Advisors recognize that this is not always the most comforting thing to hear. After all, doing nothing when you feel a market correction coming can be nerve-wracking, as can sticking to your strategic plan when the market is surging higher.

On Thursday, March 11th at 12:00 PM CT, SWP wealth team members Michael Karmin, AJ Price and Adam Rudolph held a complimentary webinar to outline some things you can do to take advantage of potential changes in both the markets and current tax policies. Specifically, we covered:

  • Portfolio adjustments you can make while “staying the course”
  • Planning strategies to “make lemonade out of lemons” during market corrections
  • Ways to take advantage of potential policy changes proposed by the current administration
  • How to get the most out of the current tax environment

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This article contains general information that is not suitable for everyone. The information contained herein should not be constructed as personalized investment advice. Reading or utilizing this information does not create an advisory relationship. An advisory relationship can be established only after the following two events have been completed (1) our thorough review with you of all the relevant facts pertaining to a potential engagement; and (2) the execution of a Client Advisory Agreement. There is no guarantee that the views and opinions expressed in this article will come to pass.

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. The brochure is limited to the dissemination of general information pertaining to its investment advisory services, views on the market, and investment philosophy. Any subsequent, direct communication by SWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SWP, please contact SWP or refer to the Investment Advisor Public Disclosure website (http://www.adviserinfo.sec.gov).

For additional information about SWP, including fees and services, send for our disclosure brochure and Client Relationship Summary 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).

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