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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. ...

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

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.

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Wealth Management

Investment Corner with Jason & Sean: Short-Term Yields Are Attractive… But are They Deceiving? 

Learn more about how to lock in yields for the next several years. ...

Investment Corner with Jason & Sean: Short-Term Yields Are Attractive… But are They Deceiving? 

Investment Corner with Jason & Sean: Japanese Stock Market

Learn more about Japan’s Nikkei blowing past the 34,000 mark for the first time in over 30 years.

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Holiday Spending and Budgeting

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

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Achieve Financial Freedom with the Help of Basic Financial Ratios

Learn how you can achieve Financial Freedom and what basic financial ratios you can use to create building blocks for creating a successful financial plan.

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The Pros and Cons of I-Bonds

Weigh the benefits and drawbacks of I-Bonds for your investment strategy.

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Happier With An Advisor

Learn why working with financial advisors can lead to higher levels of happiness.

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Dumb Money: An Honest Review of the Film Adaptation of the GameStop Short Squeeze

Read more about the lessons to be found in the Dumb Money film.

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SDWMA Thoughts on the Banking Industry and the Economy

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

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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.

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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.

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SDWMA Thoughts on Silicon Valley Bank

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

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MARKET COMMENTARY

Q4-23 - Patience & Resilience: How We Got Through a Year Driven by AI & Interest Rates

The two driving forces in capital markets in 2023 were artificial intelligence and interest rates. The first three quarters of the year, the market could best be described as a case of the “haves” and the “have nots”. ...

Q4-23 - Patience & Resilience: How We Got Through a Year Driven by AI & Interest Rates

Q3-23 - Interest Rates and Artificial Intelligence: Two Competing Themes Driving Capital Markets

Learn more about the two competing themes driving capital markets in Q3 2023, interest rates & artificial intelligence.

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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.

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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%.

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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.

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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.

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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.

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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.

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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.

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SD Wealth Management Newsletters

SDWMA Newsletter December 2022

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SDWMA Newsletter December 2022

SDWMA Newsletter September 2022

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SDWMA Newsletter June 2022

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SDWMA Newsletter March 2022

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SDWMA Newsletter December 2021

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SDWMA Newsletter October 2021

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SDWMA Newsletter July 2021

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SDWMA Newsletter April 2021

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SDWMA Newsletter December 2020

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SD Retirement Solutions Participant Newsletters

October 2023 Newsletter: Gobbling Up Good Financial Habits

This newsletter provides tips on how to avoid going overboard this holiday season. We created a list of guidelines to follow to avoid the financial stress of overspending. ...

October 2023 Newsletter: Gobbling Up Good Financial Habits

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.

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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.

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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.

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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!

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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.

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SD Retirement Solutions Plan Sponsor Newsletters

2024 Plan Sponsor Newsletter – Issue 1

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. ...

2024 Plan Sponsor Newsletter – Issue 1

2023 Plan Sponsor Newsletter – Issue 2

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.

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2023 Plan Sponsor Newsletter – Issue 1

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.

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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.

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Plan Sponsor Newsletter - Summer 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.

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Plan Sponsor Newsletter Spring 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.

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Plan Sponsor Newsletter Fall 2021

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.

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Plan Sponsor Newsletter Spring 2021

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.

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Plan Sponsor Newsletter Winter 2020

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.

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