Our Thoughts On

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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Retirement Solutions

2024 Cost-of-Living Adjustments for Retirement Plans and IRAs

Learn more about the 2024 cost-of-living-adjustments for retirement plans and IRAs. ...

2024 Cost-of-Living Adjustments for Retirement Plans and IRAs

Incentive Compensation for Construction Industry Employers

Discover how a nonqualified deferred compensation plan (“NQDC plan”) offers features and advantages to construction industry employers struggling to retain talent.

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Employee Benefit Plans Can Do More Than Satisfy Regulatory Requirements

While some believe that an employee benefit plan audit is obtained simply to satisfy a regulatory requirement, there are certain areas in which an employee

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Erroneous IRS Form 8955-SSA Penalty Notices

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

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IRS Extends Roth Catch-Up Contribution Effective Date

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

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How Safe Are Your 401(k) Assets?

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

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SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions

Learn more about – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 348.Cash Balance

Learn more about Section 348. Cash Balance of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met

Learn more about Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 320. Eliminating Unnecessary Plan Requirements Related to Unenrolled Participants

Learn more about Section 320. Eliminating Unnecessary Plan Requirements Related to Unenrolled Participants of the SECURE 2.0 Act.

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SECURE 2.0 Act – Sections 340 and 341. Defined Contribution Plan Fee Disclosure Improvements and Consolidation of Defined Contribution Plan Notices

Learn more about Sections 340 and 341. Defined Contribution Plan Fee Disclosure Improvements and Consolidation of Defined Contribution Plan Notices of the SECURE 2.0 Act

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