Media Center

Our Professionals welcome a chance to speak to your organization or
to add perspective in a news article or interview.

IN THE NATIONAL SPOTLIGHT

The CEO of a $2 billion Pittsburgh firm began her groundbreaking career in the Air Force

Learn how Nancy Skeans advanced from career in the Air Force CEO of Schneider Downs Wealth Management Advisors, a $2 billion firm. ...

SDWMA Named One of the Nation’s Top DC Advisor Firms in 2022 by NAPA

We are pleased to announce that Schneider Downs Wealth Management Advisors, LP (SDWMA) has been named as one of the Nation’s Top DC Advisor Teams in 2022 by the National Association of Plan Advisors (NAPA) for the third consecutive year.

Wealth Management

Erroneous IRS Form 8955-SSA Penalty Notices

Wealth Management

By Shad Fagerland | 9.8.2023

Learn more about the CP 283-C penalty notices mistakenly sent out on timely filed Forms 8955-SSA. ...

Erroneous IRS Form 8955-SSA Penalty Notices

IRS Extends Roth Catch-Up Contribution Effective Date

Learn more about IRS Notice 2023-62 and the new Roth catch-up contribution effective date.

How Safe Are Your 401(k) Assets?

Learn how the Employment Retirement Income Security Act provides protection for employer retirement plan participants.

SDWMA Thoughts on the Banking Industry and the Economy

Learn more on the SVB collapse and how it is affecting current regional bank environments.

SDWMA Named One of the Nation’s Top DC Advisor Firms in 2022 by NAPA

Learn more about Schneider Downs Wealth Management Advisors, LP being named as one of the Nation’s Top DC Advisor Teams in 2022 by the National Association of Plan Advisors for the third consecutive year.

Questions Regarding Cash Management in the Current Market Environment

Learn more about the recent takeover of two regional banks by the FDIC and how regional banks are addressing Cash Management in the current market environment.

SDWMA Thoughts on Silicon Valley Bank

Learn more about the Silicon Valley Bank collapse and why SDWMA embraces diversification.

Holiday Spending and Budgeting

Read more on Wealth Management's top tips to stay ahead of seasonal spending this year.

2023 Cost-of-Living Adjustments for Retirement Plans and IRAs

Review the Internal Revenue Service's 2023 Cost of Living Adjustments for retirement plans and IRAs.

A Sigh of Relief for Beneficiary IRA Owners

Read the latest updates regarding relief for beneficiary IRA owners due to Notice 2022-53 released in early October by the IRS.

2022 Down Markets: Costly Investor Mistake and The Powerful Growth Opportunity

Learn about the costly impact emotional selling can have on retirement accounts and the upside of "buying the dip".

MARKET COMMENTARY

Q2-23 - Just Like the 4th of July Stocks Closed Out the 1st Half of the Year with Fireworks

As we head into the second half of the year, the looming question is whether the U.S. economy and the stock market can continue to outrun the bearish sentiment and daily deluge of economic indicators that suggest a slow down not only is likely, but imminent. ...

Q1-23 - No Peaks, No Valleys: Sage Advice From My Father

Yields on short-term instruments are the highest they have been since 2005-2007, when you regularly saw your checking account yielding around 5%.

Q4-22 – The New Normal Came in a Year Where There Was Nowhere to Hide

Fixed income, the traditional ballast of the portfolio, went from shock absorber to shock contributor. Over a decade of low-interest rates and low inflation left traditional fixed income vulnerable to a rise in interest rates.

Q3-22 – This Time Wasn't Different:
Facing the Backlash of a Pandemic

The most infamous words in finance are: this time is different. These four simple words are uttered in almost every economic, business, and investing cycle to justify valuation or price largesse of the current “darling” of the investment world.

Q2-22 – Bad Markets Don’t Last Forever:
Keeping Perspective Amid Market Volatility

When the books closed on the first half of 2022, we as investors found ourselves off to the worst six months in the equity market since 1970, but it isn't all bad; it's all about perspective.

Q1-22 – Revenge of the Volatility

The first quarter of 2022 reminded investors, market participants, and commentators that volatility in capital markets is still a very real part of investing.

Q4-21 – Over in an Instant:
2021 A Year Well Spent Living in the Moment

For as long as the year 2020 seemed to last with a toxic cocktail of worsening news about the Coronavirus, rolling lockdowns, and a particularly contentious political season, the following year, 2021, seemed over in an instant. 2021 was truly a year of living in the moment.

Q3-21 – Some More Normal
with a Side of Inflation

Our second quarter letter was titled "Revenge of the Normal," appropriately describing market conditions that had transitioned from the COVID wall of worry to future growth expectations in a post-COVID world. If the second quarter was revenge of the normal, the third quarter could most aptly be described as "some more normal with a side of inflation."

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.

SD Wealth Management Newsletters

SDWMA Newsletter December 2022

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SDWMA Newsletter September 2022

SDWMA Newsletter June 2022

SDWMA Newsletter March 2022

SDWMA Newsletter December 2021

SDWMA Newsletter October 2021

SDWMA Newsletter July 2021

SDWMA Newsletter April 2021

SDWMA Newsletter December 2020

SD Retirement Solutions Participant Newsletters

July 2023 Newsletter: SDRS Newsletter – Building a Bright Retirement Future

Clear, achievable, and meaningful goals can lay the foundation for success. Vague aspirations may have limited worth without a well-defined plan. Depending solely on past performance or arbitrary investment rules may carry risks when striving to achieve your financial goals. ...

April 2023 Newsletter: SDRS Newsletter – Advantage of Saving Early

The early bird really could get the worm! In the chart provided you will find no secret tips or tricks to investing that cite prior market events: just plain old math.

January 2023 Newsletter: Retirement Plan Check-up Newsletter 2023

It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. Read more to find out which questions to ask yourself, at least annually, to see if (and how) they affect your retirement planning.

Participant Newsletter September 2022

The Autumn season can serve as a preview of your retirement — long days watching football, carving pumpkins and spending time with your loved ones! So, what better time to do a routine check-up on your retirement plan! Protect your loved ones and ensure you are keeping up to date with your retirement plan with our Autumn homework assignments!

Participant Newsletter August 2022

It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. Below are a few questions to ask yourself, at least annually, to see if (and how) they affect your retirement planning.

SD Retirement Solutions Plan Sponsor Newsletters

Plan Sponsor Newsletter - Fall 2022

This e-newsletter provides us with an exciting way to communicate insightful articles, industry specific news and developments within our firm. We are confident the articles and announcements included in our e-newsletter will become a valuable and respected source of information for you. ...

Plan Sponsor Newsletter - Summer 2022

Plan Sponsor Newsletter Spring 2022

Plan Sponsor Newsletter Fall 2021

Plan Sponsor Newsletter Spring 2021

Plan Sponsor Newsletter Winter 2020

Plan Sponsor Newsletter Fall 2020

contact us

Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200 f:412.261.4876

Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060 f:614.621.4062

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Media Center

Our Professionals welcome a chance to speak to your organization orto add perspective in a news article or interview.

IN THE NATIONAL SPOTLIGHT

Wealth Management

MARKET COMMENTARY

SD Wealth Management Newsletters

SD Retirement Solutions Participant Newsletters

SD Retirement Solutions Plan Sponsor Newsletters

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Our Professionals welcome a chance to speak to your organization or
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