Many years to plan for retirement? David Brinkman and Jason Staley offer advice.

David Brinkman and Jason Staley team up to double their advice to the generation born between 1982-2004 in the US News and World Report article “7 tips for Millennials Dreaming of Retirement”

Planning your retirement budget? Nancy Skeans offers great advice.

Nancy Skeans suggests you should decide what your retirement will look like before assigning dollars to the budget in the US News & World Report article "How to Build Your Budget in Retirement"

Consider downsizing in retirement counsels Nancy Skeans in this US News & World Report article.

Where to live in retirement?  Age in place, downsize or relocate.  Nancy Skeans offers some great points to consider in “Prepping for Retirement? When to Start Downsizing” from US News and World Reports Money online.

Time is running out. Nancy Skeans counsels us on tax saving strategies for year-end in this timely article.

Nancy Skeans offers timely counsel on year end tax moves.  Discover how in the U.S. News and World Report article “6 End-of-Year Tax Moves to Make Now”

Are you on track for retirement? Jason Staley offers advice on how to boost retirement income.

Investors nearing retirement age need to review and adjust their allocations to achieve the income they expect.  Read Jason's advice in the US News and World Report article “Boost Retirement Returns in Low-Interest Rate Era”

Nancy Skeans offers examples of retirement challenges in this new article from MarketWatch.

Have you accumulated enough for retirement?  Nancy’s lends perspective in MarketWatch article by Andrea Coombes “Ready to retire? 6 ways to know if your money is” 

Nancy Skeans shares insight into bond modeling in this Financial Advisor IQ article.

Performance Trust Capital Partners, LLC, one of our third party service providers, was featured in this recent article.  “Bond Volatility:  Do the Math”  Nancy provided a look at the client’s experience of the seamless interaction of bond statistics and execution.  

Dreaming of that vacation home? David Brinkman introduces a dose of reality.

Dave Brinkman outlines factors you should consider before you commit to a big purchase in The Ticker Tape article  “Nearing Retirement:  Thinking of Buying a Vacation Home?”

Nancy Skeans outlines ways a single person can position themselves for a prosperous retirement

Nancy lends her expertise on how a single person can better position themselves for retirement the  in the recent U.S. News and World Report article  "9 Steps a Single Person Can Take for Retirement"

Beth Lynch offers guidance on how to choose a financial advisor.

Beth Lynch guides us with considerations on how to choose an advisor in the U.S. News & World Report article “10 Questions to Ask Before You Hire a Financial Advisor”

Victoria Rogers discusses financial goals for Millennials.

Victoria Rogers discusses how to prioritize goals for the millennial generation in the Tribune-Review article “Millennials urged to save early, often to meet financial goals”

SDWMA Is Moving Up! New National Rankings

Schneider Downs Wealth Management Advisors continues to grow as evidenced by our recent inclusion in the following national rankings:  

Our team is also growing, but we are committed to offering the same “Big Thinking and Personal Focus” that is the motivation for our practice. 

1FT 300 is an independent listing produced by the Financial Times (June, 2016).  The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. 

Five years to retirement? Don Linzer lends his expertise in this MSN article.

Retirement is looming.  Are you ready?  This informative article by Andrea Coombes is chalk full of useful tips including those by our own Don Linzer.  Read the full article "Five Years to Retirement"

How much stock should you hold in your 401(k)? Karl Kunkle provides insight.

In this recent MarketWatch Article, Karl Kunkle discusses the need for regular rebalancing.  Read the full article "How much stock should you hold in your portfolio?

"Stay the course" Beth Lynch advises on the recent financial storm

Beth Lynch was recently interviewed by the Pittsburgh Tribune Review for the article "Stay the Course"

Forbes Magazine features Don Linzer in a timely article

Forbes Magazine recently featured Don Linzer cautioning reason in reacting to the latest market downturn.  Click the link above to read more on this timely topic. 

Questions on College Funding? Victoria Rogers is quoted in this Wall Street Journal article.

What You Need to Know If Grandma Pays the Tuition in the weekend edition of the Wall Street Journal, takes on various college funding questions.  Vicky lends expertise on two of the questions.  

Don Linzer is profiled in Wall Street Journal's "Voices" feature

​Don Linzer was profiled in the Wall Street Journal in its "Voices" feature, which highlights unique voices in the investment community. Please note that portions of this content are subscription-only. Please contact us sdteam@schneiderdowns.com if you'd like to view the article in its entirety.

Why buy a Cadillac when you need only an economy vehicle? asks Nancy Skeans about Long Term Care Insurance.

Nancy Skeans is featured in Financial Planning Magazine's latest article "LTC: Is Spousal-Sharing Rider Sufficient?" advising not to pay for more insurance than you may need. 

Nervous about the NASDAQ? Beth Lynch quoted in this ABC Feature

With Nasdaq in Record Territory, What it Means for 401(k)s The article featured in ABC News, AP writer Joseph Pisani interviews Beth Lynch about the surge in technology stocks.

Beth Lynch is in the spotlight - United Way of Allegheny County

Beth Lynch is a volunteer for various United Way programs. See her profile on their website.  United Way Volunteer Spotlight

2015 Wealth Manager Awards announced

Once again, Nancy Skeans, Don Linzer, Beth Lynch, Michael Bucci and John Anke have received the Five Star Wealth Manager SM  Award.  All are multi-year recipients.  Congratulations!

"Together or Separate?" Nancy Skeans interviewed by Associated Press

Associated Press International interviews Nancy Skeans for this timely article on combining finances:  "Together or Separate? Couples planning to live together need a financial plan".

Planning A Big Purchase? - Vicky Rogers in the Wall Street Journal

Planning a big purchase?  Vicky Rogers offers guidance in the Wall Street Journal print and online editions "So Your Life is About to Change"

Thinking about bequeathing your Roth?

Thinking about bequeathing your Roth? Nancy Skeans is featured in the Wall Street Journal print and online editions Investing in Retirement: Beware Leaving Roth for Heirs

Congratulations to John Anke, 1 year recipient, Beth Lynch, 3 year recipient

Congratulations to Beth Lynch, 3 year recipient, Mike Bucci, 3 year recipient, Don Linzer, 4 year recipient and Nancy Skeans, 6 year recipient. All chosen 2014 Five Star Wealth Manager SM

ESOPs attractive to baby-boomer business owners

"ESOPs attractive to baby-boomer business owners", Karl Kunkle lends his expertise in the compelling article in the Pittsburgh Post Gazette.

Jason Lumpkin weighs in on the benefits

Jason Lumpkin weighs in on the benefits"Is 401(k) automatic enrollment good for your employees?" featured in HR BLR.com.

Commentator and author Bob Veres interviewed Nancy Skeans

Commentator and author Bob Veres interviewed Nancy Skeans about a different way to look at fixed income products in his article in Inside Information entitled"Basic Bond Math"

How are your assets titled?

How are your assets titled? Nancy Skeans advises in the Wall Street Journal Article"Separate Assets, Joint Problems"

As summer winds down

As summer winds down, it's time to think about financial planning. Beth Lynch is featured in the Wal Street Journal Article "August Is Time for a Financial Reboot"

Click the thumbnail below for our latest flyer

What do all those letters mean anyway?

 

 

American Dry Cleaner Magazine

American Dry Cleaner Magazine interviewed Nancy Skeans for the insightful article "Consolidating Defined Benefit Plans"

Don Linzer recommends balance when considering employee stock purchase plans

Don Linzer recommends balance when considering employee stock purchase plans in the Wall Street Journal article "Buying Stock From the Boss"

What do you want your retirement to look like?

What do you want your retirement to look like? Nancy Skeans challenges us in the Investment News article "Near-retirees need a plan for debt."

Consider the employer 401(k) match

Consider the employer 401(k) match. Karl Kunkle lends insight in HR.BLR.com feature "401(k) matching programs: Are big changes looming?"

Scott Rain rafted a thorough review of retirement plan options for small businesses

Scott Rain crafted a thorough review of retirement plan options for small businesses in Compensation Data & Tools magazine.

New Page! Check out our new resource page dealing with concerns of aging

New Page! Check out our new resource page dealing with concerns of aging. Eldercare

Consolidate your 401(k)s

Consolidate your 401(k)s. Jeff Acheson give pertinent advice in this Workforce magazine article "The 401(k) Consolidation Conundrum"

Dreaming of winning the Powerball?

Dreaming of winning the Powerball? Beth Lynch has some timely advice in the Pittsburgh Post Gazette article "You've won the Powerball -- Now What?"

The Dreaded Question

The Dreaded Question: Do You Have Long Term Care Insurance" in the November issue of Financial Planning Magazine quotes Nancy Skeans

Scott Rain

Scott Rain is featured in Bloomberg Daily Tax Reporter BNA Insights this week "Transferring Ownership to an ESOP".

Please join us in congratulating

Please join us in congratulating Jason Lumpkin on a significant achievement. He is a recipient of the Martin Rosenberg Academic Achievement Award from the American Society of Pension Professionals and Actuaries (ASPPA).

Schneider Downs Wealth Management Advisors, LP

Schneider Downs Wealth Management Advisors, LP is listed as one of the top 25 CPA based wealth management advisors as seen in the 2012 issue of Accounting Today. Nancy Skeans is quoted in the same article.