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Financial Boot Camp Series: To Refi or Not to Refi, That Has Been the Question

Learn more about the Home Refinancing Process and what key factors play into if it is a lucrative idea in today's market.

SDWMA Named as one of the Nation’s Top DC Advisor Teams in 2020 by NAPA

Schneider Downs Wealth Management Advisors, LP (SDWMA) has been named as one of the Nation’s Top DC Advisor Teams in 2020 by the National Association of Plan Advisors (NAPA).

| 4.16.2021

1Q21 Market Commentary

Prepared by Schneider Downs Wealth Management Advisors, L.P.

| 4.1.2021

SDWMA Newsletter April 2021

Financial Boot Camp Series: Why You Need to Ensure That Your Property is Properly Insured

Learn more about the basics of property and casualty insurance and why it's important to make sure you are properly insured.

Coronavirus Related Distributions – What Now?

Learn more about the COVID-19 related distributions implemented under the CARES Act. - Wealth Management Services.

Bitcoin, Bitcoin, Read All About It

Learn more about bitcoin, what it is and why everyone is excited about it.

DOL Announces Final Proxy Voting Rule

Learn about the Department of Labor's final regulations on fiduciary duties relating to proxy voting.

Financial Boot Camp Series: Is Life Insurance A Savings Vehicle?

In our January article, we covered life insurance basics. This month, we probe further into permanent life insurance policies and the commonly asked question,

The Importance of a Personal Financial Plan During Exit Planning

Better understand successfully ensuring a bright financial future during Exit Planning while considering your personal financial plan.

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