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Recession?...No, It May Be Financial Repression That You Are Feeling

By Patrick Fisher | Tue, 17 Jan 2012

Many economic policies of the federal government have a fairly obvious effect on the financial well-being of the citizens. Tax rates, commercial regulations

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Part Five: Equity Markets Will Be Volatile

By Nancy Skeans | Fri, 16 Sep 2011

The fifth installment in Nancy Skeans' series on the volatility of equity markets. Evaluate your strategy annually or earlier if cash flow needs change.

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Hang In There: Equity Markets Will Be Volatile (Part 4)

By Nancy Skeans | Wed, 07 Sep 2011

Part Four in Nancy Skeans' must-read series on the equity markets.

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Part Three: Equity Markets Will Be Volatile

By Nancy Skeans | Wed, 31 Aug 2011

The second step in my series on dealing with volatile equity markets is: Understanding Your Cash Flow Needs.

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Part Two: Equity Markets Will Be Volatile

By Nancy Skeans | Wed, 24 Aug 2011

Are you in the Retirement Red Zone or an Asset Accumulator? Nancy Skeans provides shares her insights on the critical issue: Understanding Your Financial Stage in Life. Second in a series.

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Hang in There: Equity Markets Will be Volatile

By Nancy Skeans | Mon, 15 Aug 2011

Nancy Skeans introduces the first in a series of Insights discussing tactics for coping with the increasing volatility of the equity markets.

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Of Chickens and Debt Ceilings

By Nancy Skeans | Wed, 27 Jul 2011

Several months ago, I taped a picture of a chicken on my office door. Yes, I have gotten a few strange looks. Across the bird is scrawled “Don’t

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Fee Disclosure Regulations - UPDATE

By Scott Rain | Wed, 20 Jul 2011

The Department of Labor (“DOL”) has recently released the final amendments to the service provider fee disclosure regulations under ERISA §408(b)(2) and participant fee disclosure regulations under ERISA §404(a)(2). As a result, the applicability dates of both regulations and their requirements have been extended.

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Disasters Happen - Are You Prepared?

By Nancy Skeans | Tue, 07 Jun 2011

We are only half way through this year and already billions of dollars of damage has been dealt to the United States due to severe flooding along the Mississippi

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Utilizing Automatic 401(k) Enrollment

By Kyle Zeller | Tue, 19 Apr 2011

A common 401(k) problem that many companies face on an annual basis is failing the nondiscrimination test, which results in highly compensated employees

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Are You Ready for Cost Basis Reporting?  Our synopsis of the changes you will see beginning with tax year 2011.
 
Nancy Skeans offers perspective in the Pittsburgh Post Gazette article "How to take full advantage of Capital Gains Tax Break"
 
We are pleased to announce a new addition to our team.  David Stephan joined us November 28, 2011 as a Support Advisor/Financial Analyst.  David comes to us from BNY Mellon with a B.S. in Business Administration from Duquesne University  with concentrations in Finance, Accounting and Investment Management.  David is also a Level II CFA  candidate.  Please join us in welcoming him.   
 
We honor our veterans including Nancy Skeans.  Read her reflections in the Pittsburgh Business Times Article "Pittsburgh Area Veterans share lessons learned from their days in service"


Pat Fisher
advises caution using mirrored investing strategies in the Consumers Digest "Reflections on Investing"
 
Client Relationships, featuring Nancy Skeans are the focus of the September 19th Wall Street Journal Article "Close But Not Too Close"

Don Linzer
lends his insight in this Post Gazette article "Seeking stocks with high dividends?  Do your homework first."


Congratulations to Don Linzer and Nancy Skeans
chosen 2011
  Five Star Wealth Manager
SM  


We're moving up!  SDWMA is number 114 out of 371 top advisors from Advisor One Research

Jeff Acheson is
interviewed on challenges in the current retirement plan market in this Face to Face article

Schneider Downs Wealth Management Advisors joins the Top 30 of CPA affiliated advisors as seen in Accounting Today

Nancy Skeans lends perspective in the Pittsburgh Post Gazette article "Like the U.S., consumers also 'addicted to debt'"

Deadline extended for the new retirement plan - Pittsburgh Post Gazette Busness Workshop article by our own Jeff Acheson

DailyFinance
online quotes Pat Fisher in "MIrror Mirror on the Wall Street:  Does it Pay to Be a Copycat Investor?"

"Eight Times When It's Worth It" 
 Beth Lynch adds perspective in this DailyFinance article on when to hire an advisor.
 
Pat Fisher is quoted in the Pittsburgh Post Gazette article "Investors become leery of Municipal Bonds"

The Silver Lining in Capital Losses
 - Nancy Skeans is interviewed in the Pittsburgh Post Gazette
Schneider Downs Wealth Management Advisors, LP  |  1133 Penn Avenue, Pittsburgh PA 15222  |  P:412-261-3644  |  F:412-261-4879  |  sdteam@schneiderdowns.com
Schneider Downs Wealth Management Advisors, LP  |  41 S High Street, Suite 2100, Columbus OH 43215-6102  |  P: 614-621-4060  |  F: 614-621-4062  |  sdteam@schneiderdowns.com
 
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Schneider Downs Wealth Management Advisors, LP is an SEC Registered Investment Advisor specializing in the design, implementation and
management of Custom Portfolios, Retirement Plan Solutions, ERISA Fiduciary Services, SDAdvantage IRA platform and financial planning services.