Author: Jordan Schwartz

Jordan Schwartz, Partner & Financial Advisor at Strategic Wealth Designers, discusses tax conversion and estate planning and how these strategies can potentially save you thousands in the future.

Jordan Schwartz discusses how to figure out where you are in your retirement timeline and if you’re properly aligned with your goals. This is important so you can build plans around how you want your retirement life to look.

While a difficult year, Jordan Schwartz financial advisor of Strategic Wealth Designers looks at personal growth that can come during times of negativity. Watch or listen to this Strategic Wealth Live webinar to find uplifting growth opportunities for your life and your investment portfolio.

In the final edition of the four part series on the Principals of Portfolio Management, fiduciary wealth management advisor Jordan Schwartz draws out the highlights from the first 3 parts of the series and shares a couple key strategies to investing you may not have considered before. You only have one chance to get retirement planning right; plan carefully!

Principles of Portfolio Management: Part 3. Hosted by Jordan Schwartz, Partner & Financial Advisor, Strategic Wealth Designers.