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.

Sign in
Sign in

Wisconsin Event Recap: Protecting Yourself from Cybercrime

  • November 20, 2019

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.

Categories

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
Why Tax Efficiency Matters
When evaluating an investment portfolio, most people tend to focus on the return it provides. This is certainly understandable, as it is fairly intuitive. “I put in $100; it’s now worth $110. Therefore, my return is 10%.” However, this leaves out a key part of the overall story – taxes. Broadly speaking, from the standpoint of most investment and tax professionals, investments can generally be classified as either “tax-efficient” or “tax-inefficient.” I’ll loosely define these terms as follows:
Read More
News
Kathy Klein Award Announcement
We are proud to announce that SWP’s Wealth Advisor, Kathy Klein, received the Greater Milwaukee Foundation’s Herbert J. Mueller 2024 Outstanding Professional Adviser of the Year award! She was honored...
Read More
1915