Media Center

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

Contact Us For More Information

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.

read more >

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.

read more >

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

read more >

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

read more >

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

read more >

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.

read more >

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

read more >

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

read more >

OUR THOUGHTS ON

Versus Capital Real Assets Update: SDWMA Tours Timberland

Better understand the benefits of owning real assets in a wealth management portfolio as it pertains to asset allocation within your portfolio. ...

Versus Capital Real Assets Update: SDWMA Tours Timberland

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.

read more >

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.

read more >

The Pros and Cons of I-Bonds

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

read more >

401(k) Plan Strategies: Options for Addressing Failed ADP Tests

Learn about the different options available to 401(k) plans to address failed ADP tests.

read more >

401(k) Plan Strategies: Options for Addressing Failed ADP Tests

Learn about the different options available to 401(k) plans to address failed ADP tests.

read more >

SDWMA Named One of the Nation’s Top DC Advisor Teams in 2021 by NAPA

Learn about Schneider Downs Wealth Management Advisors, LP being named as one of the Nation’s Top DC Advisor Teams in 2021 by the National Association of Plan Advisors for the second consecutive year.

read more >

DOL Releases Cautionary Guidance on Crypto in Retirement Plans

Learn more about the Department of Labor's recent cautionary guidance on adding cryptocurrency to a 401(k) plan's investment menu for plan participants.

read more >

DOL Releases Cautionary Guidance on Crypto in Retirement Plans

Learn more about the Department of Labor's recent cautionary guidance on adding cryptocurrency to a 401(k) plan's investment menu for plan participants.

read more >

MARKET COMMENTARY

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. ...

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

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.

read more >

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.

read more >

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."

read more >

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.

read more >

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.

read more >

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

read more >

3Q-20 – Come for the Top Gun Analogy,
Stay for the Recap

From COVID-19 to a heated presidential election, 2020 has been quite a volatile year.

read more >

2Q20 Market Commentary

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

read more >

SD Wealth Management Newsletters

SDWMA Newsletter December 2021

...

SDWMA Newsletter December 2021

SDWMA Newsletter October 2021

read more >

SDWMA Newsletter July 2021

read more >

SDWMA Newsletter April 2021

read more >

SDWMA Newsletter December 2020

read more >

SDWMA Newsletter October 2020

read more >

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

read more >

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

read more >

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

read more >

SD Retirement Solutions Participant Newsletters

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. ...

Participant Newsletter June 2020

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.

read more >

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

read more >

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.

read more >

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?

read more >

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

read more >

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.

read more >

SD Retirement Solutions Plan Sponsor Newsletters

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. ...

Plan Sponsor Newsletter Spring 2022

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.

read more >

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.

read more >

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.

read more >

Plan Sponsor Newsletter - Winter 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 - Fall 2018

Welcome to your Retirement Solutions e-newsletter. 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 >

contact us