Media Archive

Sort by

Categories
Authors
Type

Approaching Year End, Beware of the Lurking Ninja Tax

Learn more about the income tax on capital gains distributions and how investors can effectively manage exposure.

SDWMA Financial Planning Video Series Now Available

Explore the new financial planning video series from the Schneider Downs Wealth Management Advisors team.

SDWMA Spotlight: The Voyage Program

Join members of the Schneider Downs Wealth Management Advisors team to learn more about the Voyage Program.

| 10.19.2021

Q321 Market Commentary

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

Social Security’s Inadequate Cost-of-Living Adjustment

Learn more about the difficulties presented by Social Security’s Cost of Living Adjustment and how to fundi retirement expenses and other financial goals and objectives.

More Potential Changes to the U.S. Retirement System Are on the Horizon. Here’s What’s in Store…

Read about two new bipartisan bills and how they will modify the 2019 Setting Every Community Up for Retirement Enhancement Act.

The Stock Pays a Good Dividend

Learn more about the benefits and misconceptions regarding pure dividend investing, and why using it as the sole underpinning of an investment thesis can lead to sub-optimal outcomes.

| 7.20.2021

2Q21 Market Commentary

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

Given the Proposed Changes in President Joe Biden’s Tax Plan, Could A Non-Qualified Annuity Make Sense?

Better understand Non-Qualified Annuities including the associated costs and how proposed tax law changes affect annuities.

| 7.1.2021

SDWMA Newsletter July 2021

contact us