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.

Wisconsin Event Recap: Protecting Yourself from Cybercrime

Strategic Wealth Partners continued the focus on protection from cybercrime this fall with a client event in the Milwaukee area. Guest speaker, Dr. Thomas Kaczmarek, Director of Marquette University’s Center for Cyber Security Awareness and Cyber Defense, focused on the NIST Cybersecurity Framework of identify, protect, detect, respond, and recover as he shared tips and took questions from the audience.

Dr. Kaczmarek reminded the attendees not to engage with hackers if they do become a victim of cybercrime, “If you do get hacked and receive an email demanding ransom, do not engage with the hacker. You should reach out to an IT professional or law enforcement for help because hackers will often deposit a new virus on your machine after receiving a ransom payment.”

You can read more about protecting yourself from cybercrime here. Additionally, learn how we protect your information here.

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
Investing Is Not Gambling
I have many pet peeves. I don’t like it when pillows in our house are lying on the floor. It irritates me when people talk on speaker phone in public. It drives me crazy when people rush to stand up in the aisle of an airplane once it lands (I’m really not as angry as it might seem).
Read More
Financial Planning
What’s New in Medicare for 2025
Every year, we encourage our clients enrolled in a Medicare Part D stand-alone prescription plan to take a few minutes to verify that their existing plan remains the best option for them. For the 2025 plan year, there’s a little more urgency, as some big changes are occurring that have never been a factor before. Starting in 2025, Medicare is setting a $2,000 cap on out-of-pocket drug costs for those with Part D drug plans.  From brokers I have spoken with, this has caused a lot of turmoil in this market as some providers are changing what drugs will be covered under their formularies, co-pays, deductibles, and coverage of brand versus generic.  If you were happy with your Part D drug plan in 2024, it could be a different story in 2025.
Read More