Schneider Downs Wealth Management Advisors - Financial Planners, Investment Advisors, Portfolio Managers located in Pittsburgh, PA.

Protecting Yourself Against Cyber Fraud

By Theresa Sekely | Thu, 06 Jun 2013

Have you ever received an email from a reputable company that says “click on this link to complete a short survey and be eligible to win a prize”?

"I Didn't Go to School for This"

By Victoria Rogers | Tue, 28 May 2013

I recently had a conversation with my sister-in-law. She’s a NICU RN who changed jobs a few years ago. She has a 403(b) plan with her old employer.

What Does Dow 15000 Really Mean?

By David Stephan | Wed, 10 Apr 2013

The new high of the Dow Jones Industrial Average (DJIA) has caused quite the commotion in the press lately. However, one could argue that the DJIA level

Enough About Retirement Already!

By Jeffery Acheson | Tue, 12 Mar 2013

As someone who has spent more than 30 years working with people to help them prepare for a financially sound and secure retirement, I can talk about it

Who Is Your Executor?

By Victoria Rogers | Thu, 07 Feb 2013

A friend recently lost her husband. Both she and her husband maintained an active, healthy lifestyle, but a minor medical procedure caused complications

What Do Financial Planners Do?

By Victoria Rogers | Tue, 09 Oct 2012

I had the pleasure of attending the FPA Experience last week. The Experience is the Financial Planning Association’s largest conference of the year.

Non-Publicly Traded REITs - Words of Caution

By David Stephan | Thu, 26 Jul 2012

Non-publicly traded REITs (Real Estate Investment Trusts that are not sold or traded on a stock exchange) have been marketed as a way to have low volatility

Welcome Back to the '70s!

By Nancy Skeans | Tue, 24 Jul 2012

What do you remember about the 1970s? Having spent the entire decade of the 70’s completing my primary and secondary education, my focus was not

Golden Years? Part Five in a Series

By Victoria Rogers | Tue, 19 Jun 2012

Final installment of a five-part series detailing a personal journey into planning for the later years of life precipitated by my father-in-law’s

Golden Years? Part Four in a Series

By Victoria Rogers | Mon, 11 Jun 2012

Planning for retirement years: Health Considerations

www.riastandsforyou.com

Congratulations to Beth Lynch, 2 year recipient, Mike Bucci, 2 year recipient, Don Linzer, 3 year recipient and Nancy Skeans, 5 year recipient. All chosen 2013 Five Star Wealth Manager ^SM

"Dow Jones, S&P set record highs" Beth Lynch weighs in on this milestone in the Pittsburgh Tribune Review

American Dry Cleaner Magazine interviewed Nancy Skeans for the insightful article "Consolidating Defined Benefit Plans"

Don Linzer recommends balance when considering employee stock purchase plans in the Wall Street Journal article "Buying Stock From the Boss"

What do you want your retirement to look like? Nancy Skeans challenges us in the Investment News article "Near-retirees need a plan for debt."

Consider the employer 401(k) match. Karl Kunkle lends insight in HR.BLR.com feature "401(k) matching programs: Are big changes looming?"

Scott Rain crafted a thorough review of retirement plan options for small businesses in Compensation Data & Tools magazine.

Please join us in welcoming the newest member of our team, John Anke. John joins Schneider Downs Wealth Management Advisors as an Investment Advisor and Relationship Manager. Prior to joining Schneider Downs, John served as a Client Portfolio Manager at BNY Mellon, where he provided investment services to institutional retirement plans. In addition to his relationship management, his primary responsibilities were the design, implementation, rebalancing and monitoring of client-specific investment management strategies. John received a B.S. in Business Administration from the University of Pittsburgh, and is a Level II CFA candidate.

New Page! Check out our new resource page dealing with concerns of aging. Eldercare

Consolidate your 401(k)s. Jeff Acheson give pertinent advice in this Workforce magazine article "The 401(k) Consolidation Conundrum"

Dreaming of winning the Powerball? Beth Lynch has some timely advice in the Pittsburgh Post Gazette article "You've won the Powerball -- Now What?"

"The Dreaded Question: Do You Have Long Term Care Insurance" in the November issue of Financial Planning Magazine quotes Nancy Skeans

Scott Rain is featured in Bloomberg Daily Tax Reporter BNA Insights this week "Transferring Ownership to an ESOP".

Please join us in congratulating Jason Lumpkin on a significant achievement. He is a recipient of the Martin Rosenberg Academic Achievement Award from the American Society of Pension Professionals and Actuaries (ASPPA). The Martin Rosenberg Academic Achievement Award is presented in honor of the late Martin Rosenberg, a Fellow of ASPPA. The award is designed to recognize the top performing candidates on specific certification examinations. The award will be presented at the ASPPA Annual Conference Sunday, October 28.

Schneider Downs Wealth Management Advisors, LP is listed as one of the top 25 CPA based wealth management advisors as seen in the 2012 issue of Accounting Today. Nancy Skeans is quoted in the same article.

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