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Wealth Management
Jason Staley | 7.29.2021

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.
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| 7.20.2021

Q2-21 – Revenge of the Normal

The second quarter of 2021 had a "revenge of the normal" vibe reverberating through April, May, and June. Increased vaccinations brought many re-openings and a rally in capital markets. But as we know, everything can't be perfect. We are also seeing an uptick in the new Delta variant of COVID-19 and struggles with appropriate interest rate and inflation levels.
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Wealth Management
James Moyer | 7.8.2021

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.
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| 7.1.2021

SDWMA Newsletter July 2021

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Wealth Management
Shawn Fodge | 6.16.2021

Education About Student Loans

Learn more about the expanding liability of Student Loans and the options available including, interest rates and terms.
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Wealth Management
David Brinkman | 4.29.2021

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.
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Benefits, ERISA, Wealth Management
Alexander Papson | 4.19.2021

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).
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| 4.16.2021

Q1-21 – Time + Vaccines =
A Return to Normalcy Within Sight

How far we have come in a year! Capital markets have recovered and vaccines are being administered. While we aren't out of the woods yet, there is certainly a light at the end of the tunnel.
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| 4.1.2021

SDWMA Newsletter April 2021

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Wealth Management
Shawn Fodge | 3.17.2021

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.
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