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
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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
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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
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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.
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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
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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
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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
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Golden Years? Part Four in a Series
By Victoria Rogers | Mon, 11 Jun 2012 | Planning for retirement years: Health Considerations
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Golden Years? Part Three in a Series
By Victoria Rogers | Mon, 04 Jun 2012 | Planning for retirement years: Asset Planning
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Golden Years? Part Two in a Series
By Victoria Rogers | Fri, 25 May 2012 | Planning for retirement years: Personal Care Homes
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"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.
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.
Congratulations to Mike Bucci, one year recipient, Don Linzer, two year recipient and Nancy Skeans, 4 year recipient. All chosen 2012 Five Star Wealth Manager SM
Click the thumbnail below for our latest flyer
What do all those letters mean anyway?
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