The firm continues to pursue its vision of managing complexity and delivering simplicity. Deerfield, Ill. — Strategic Wealth Partners Group, LLC, an independently managed wealth management firm with offices in...
Why We Do What We Do
Financial PlanningThe Power of Giving Now
When we reflect on what to do with our wealth as we grow older, we tend to first think about where our money will go after we pass. Recently though, more and more people are shifting their perspective on passing down their wealth from an inheritance-focused view to a more immediate, experience-focused one. Instead of saving every available dollar for their estate, people are using some of those assets to fund unforgettable family vacations, meaningful experiences with friends, and other memories that last a lifetime. People are also investing in their loved one’s lives while living, offering to contribute more to wedding costs, housing down payments, and business funding.
Financial PlanningInvesting a Large Cash Inflow: All at Once or “Spread It Out”?
At some point in your life, you may be faced with managing a large cash inflow. Selling a business, collecting a deferred compensation payout, and receiving an inheritance are a few of the most common reasons. Regardless of the source of this money, you will have to decide what to do with it. It’s an age-old investing debate: should I invest the cash all at once, or stage into the market over time?