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IN THE NATIONAL SPOTLIGHT

Nancy Skeans provides insight on Roth IRA increase

Nancy Skeans, CEO of Schneider Downs Wealth Management Advisors spoke with the Pittsburgh Business Times regarding the progression of Roth IRAs due to ...

Nancy Skeans provides insight on Roth IRA increase

Jason Lumpkin and Alexander Papson Featured in Us Chamber Article

Jason Lumpkin and Alexander Papson of Schneider Downs Wealth Management Advisors provides insight on small business considerations and the SECURE Act.

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Alexander Papson Featured in Plan Sponsor Magazine Secure Act Article

Schneider Downs’ Alexander Papson provides insight on plan sponsor considerations related to the SECURE Act.

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Market dive puts advisers on the offensive

Derek Eichelberger, director of investment strategy at Schneider Downs Wealth Management Advisors, provides insight into maintaining composure in a poor

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David Brinkman provides insight on what to do with your tax refund.

Have you ever wondered how you should spend your tax refund? David Brinkman, investment relationship manager with Schneider Downs Wealth Management Advisors

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James Moyer discusses the importance of financial guidance for wealthy children.

James Moyer discusses the importance of financial guidance for wealthy children in the Pittsburgh Post-Gazette’s article titled “From helicopters

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Will there be a Santa Claus rally? Jason Staley tells all.

Jason Staley gives insight into the stock market year, and if Santa Claus will bring a little something extra in the month of December.

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A married couple should do this to get the most from Social Security

Victoria Rogers gives strategies available for couples looking to maximize Social Security income in A married couple should do this to get the most from

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James Moyer is featured in What Happens Now highlighting financial planning for College Grads.

College grads have some hard decisions to make about their financial future. James gives some sound advice in Financial Planning FYIs for College Grads

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OUR THOUGHTS ON

SECURE 2.0 Act – Section 101. Expanding Automatic Enrollment in Retirement Plans

Learn more about Section 101. Expanding Automatic Enrollment in Retirement Plans of the SECURE 2.0 Act. ...

SECURE 2.0 Act – Section 101. Expanding Automatic Enrollment in Retirement Plans

SECURE 2.0 Act – Section 111. Application for Credit for Small Employer Pension Plan Startup Costs to Employers Which Join an Existing Plan

Learn more about Section 111. Application for Credit for Small Employer Pension Plan Startup Costs to Employers Which Join an Existing Plan of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 126. Special Rules for Certain Distributions from Long-term Qualified Tuition Programs to Roth IRAs

Learn more about Section 126. Special Rules for Certain Distributions from Long-term Qualified Tuition Programs to Roth IRAs of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 102. Modification of Credit for Small Employer Pension Start-Up Costs

Learn more about Section 102. Modification of Credit for Small Employer Pension Start-Up Costs of the SECURE 2.0 Act.

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SECURE 2.0 Act –Section 317. Retroactive First-year Elective Deferrals for Sole Proprietors

Learn more about Section 317. Retroactive First-year Elective Deferrals for Sole Proprietors of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 307. One-time Election for Qualified Charitable Distribution to Split-interest Entity; Increase in Qualified Charitable Distribution Limitation

Learn more about Section 307. One-time Election for Qualified Charitable Distribution to Split-interest Entity; Increase in Qualified Charitable Distribution Limitation of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 107. Increase in Age for Required Beginning Date for Mandatory Distributions from Retirement Accounts

Learn more about Section 107. Increase in Age for Required Beginning Date for Mandatory Distributions from Retirement Accounts of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 115. Withdrawals for Certain Emergency Expenses

Learn more about Section 115. Withdrawals for Certain Emergency Expenses of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 103. Saver’s Match

Learn more about Section 103. Saver’s Match of the SECURE 2.0 Act.

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MARKET COMMENTARY

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. ...

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

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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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."

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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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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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4Q-20 – A Historically Consequential Year
Leads to a Year (Decade?) of Transition

2020 sure was a wild ride. A pandemic coupled with political turbulence led to unprecedented economic times. For a review of the impact of 2020's happenings and our outlook on the direction of capital markets

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SD Wealth Management Newsletters

SDWMA Newsletter December 2021

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SDWMA Newsletter December 2021

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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SDWMA Newsletter October 2020

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SDWMA Newsletter June 2020

Here are some of our team's favorite moments from the last few months at home. We hope you will share yours in the poll below and send us an email

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SDWMA Newsletter March 2020

President Donald Trump signed into law the Coronavirus Stimulus Bill on March 27, 2020. At over eight hundred pages long, the bill offers much-needed support

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SDWMA Newsletter December 2020

May the good times and treasures of the present become the golden memories of tomorrow. Wishing you all of the happiness, health, and good cheer that come

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SD Retirement Solutions Participant Newsletters

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 September 2022

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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Participant Newsletter June 2020

Retirement can be the most wonderful time of your life, truly the golden years. It is up to you to do what you can to make it so.Enjoying good health in retirement is key to quality of life. The other major determiner of quality of life in retirement is financial security.

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Participant Newsletter March 2020

The big question when it comes to retirement is, “How much money am I going to need?” With all of the advanced education and strategy tools available, it is still often difficult to understand the difference between what you can save for retirement and what is needed to retire.

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Participant Newsletter Dec 2019

If you had an unexpected emergency expense of $400, would you be able to pay for it? If your answer is no, you’re not alone. Forty-six percent of Americans said they would have difficulty with an emergency expense of $400.¹ Furthermore, 140 million Americans have little or no savings at all

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Participant Newsletter - August 2019

All approach retirement, some sooner than others. To enjoy your retirement years and not be a burden on family members, it is essential that you save sufficient assets to carry you through your retirement. No one knows precisely the amount of assets you will need for a comfortable retirement, but the more you save now, the more comfortable you are likely to be at retirement.

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Participant Newsletter - April 2019

Purchasing a home is a big decision. There are many factors to consider. Most importantly, what is your budget? Is now the time to rent instead? How do you know?

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Participant Newsletter - December 2018

You have big dreams for your children. Maybe they will grow to be an astronaut or a doctor—their potential has no limit. Have you considered how

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Participant Newsletter - September 2018

If debt is a leading contributor to your overall stress, you are not alone. The national mean for household credit card debt is $16,000. The average total household debt, including mortgages, is $132,500. That volume of debt can be a real burden on your wallet, relationships and ability to achieve other important goals like saving for retirement.

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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 - Fall 2022

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.

read more >

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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Plan Sponsor Newsletter Fall 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.

read more >

Plan Sponsor Newsletter - Summer 2019

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.

read more >

Plan Sponsor Newsletter - Spring 2019

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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