Your Privacy is Important to us – And You!

Data security is a continual concern to individuals and businesses alike. It is in the headlines every day. At SWP we take data security very seriously. Below are some of the steps that our firm takes to manage your personal information.

  • Regular employee training
  • Ongoing client education, tips and notices to our clients
  • U.S.-based cloud computing with redundant back-up systems through our IT provider
  • Internal controls on paperwork – locked and secured
  • Client call-back verification for any emails, faxes and letters received to change email address, mailing address, phone numbers, and to administer third-party checks and wires
  • Third-party vendor reviews of privacy policies and internal controls
  • Awareness of industry threats and trends through Focus Financial Partners network and custodians
  • Encrypted password vault for all firm passwords
  • Encrypted email and vault for file sharing
  • Monitoring of employee access to key systems
  • Client-approved verification forms for sending data to interested parties
  • Cyber Security Insurance

While no firm can completely guarantee that information will never be breached, we strive to do everything we can to prevent it through deploying best practices, technology, and training.

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
Staying Invested Amidst A Potential Recession
SWP Principal Mike Karmin doesn’t know whether or not the economy is heading for a recession in 2023. He does, though, feel strongly that investors should maintain their allocation to the stock market regardless of whether they believe that the Federal Reserve can successfully execute a soft landing. In this short video, Mike shares some historical data that supports long-term investment in equities, even if a recession does come to fruition.
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Financial Planning
Cloudy Crystal Ball
As we start the new year, especially after a challenging 2022, the most frequent question we are asked is: What is your prediction for 2023? Admittedly, our crystal ball is cloudy. It always has been and always will be when it comes to short-term predictions. Still, there is no shortage of “experts” – supported by research, sophisticated models, and persuasive reasoning – that routinely broadcast what’s in store for the next twelve months. The harsh reality: it’s fool’s gold – entertaining but rarely actionable.
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Investments
A Closer Look at Private Markets
As you are likely aware, ongoing volatility and rising interest rates made 2022 a very challenging year in the capital markets. We believe that this past year has highlighted the need for advisors to explore investment opportunities that exist beyond the traditional stock and bond markets. The private markets are one such opportunity set. In this article, we discuss what the private markets are, how these investments may fit into a diversified portfolio, and how we use them.
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