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.

What We Have Been Reading – Additional Market Commentary & Beyond

We received great feedback on the articles we circulated earlier in the week, so we wanted to follow up with some more!

Here are five more pieces that additional team members have read, along with some commentary on why they found the respective articles interesting.  Like the last set of articles, we’ve included pieces related to economics, investments, current events, and behavioral finance.

Adam RudolphHere’s How to Keep Emotion Out of Your Investment Decisions Amid a Volatile Market

This article resonated with me because it isolates the biggest challenge we face as investors – ourselves.  In this article, financial psychologist Dr. Brad Klontz provides helpful tips for managing your emotions during periods of volatility.  “Go ahead and panic, but don’t panic about the fact that you’re panicking.”  In other words, acknowledge your emotions, but don’t act on them.

 A.J. PriceHow Do Investors Fail?

While the media often tends to describe how people make fortunes from flashy investments, this article grabbed my attention as it shows the other side of the coin – how investors can fail.  One significant point in this piece is that investors don’t save enough for taxes.  It’s important to keep in mind the taxes you’ll owe from both portfolio and non-portfolio activity.  I also enjoyed the point regarding the importance of reducing concentration risk.  As the article says, “Concentration to get rich, but diversification to stay rich.”

Andrew CohnSecure Act 2.0 is a No Go

There has been a lot of discussion about budget reconciliation and Build Back Better legislation in the past year.  Many ways the administration looked to pay for the programs included modifications to retirement plan options such as Roth, Roth Conversions, and Back Door Roth contribution strategies. With many of those plans on hold and the budget ready for approval, some retirement plan changes are on hold.  I enjoyed reading this overview of some of the things in the works.

Kristopher GutowskiThe Key to Surviving All This Volatility? Keep Your Cool

It was relatively easy to be a stock market investor last year.  Now amid volatility and geopolitical uncertainty, this article reminds us that we ‘won’t get equity-like returns with less than equity-like volatility.’  I like this article because it is a good reminder that we may not be able to control the news cycle or the markets, but we can control how we prepare our portfolios and how we plan to react to long-term investing success.

Cory RappaportThe Cost of Holding

This article is more about human psychology than the markets, but I think it draws many parallels. Whether it’s inflation, sluggish market performance, or rising interest rates – they have all one thing in common: we can’t control them.  Why do we think about these items if history has shown us that ‘this too shall pass’?  Keeping a long-term mindset helps shape positive investing and daily life perspectives.


Hopefully, these articles provide some insightful (and enjoyable!) weekend reading.  We look forward to sharing more articles periodically throughout the year.  In the meantime, as we mentioned earlier this week, if you’d like to discuss how the topics in these pieces may apply to your own portfolio, please do not hesitate to reach out to a member of our team.



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. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.

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 (

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 (

Neal and Laurie Price Award Announcement
Congratulations to Laurie and Neal Price on receiving JCFS Chicago’s Irving B. Harris Leadership Award! Strategic Wealth Partners is proud of Laurie and Neal’s dedication to supporting children, teens, adults,...
Read More