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”
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"
The Winter/Spring 2017 edition of the Schneider Downs & Co., Inc. On Point Newsletter (full newsletter link) features Jason Staley's thoughtful article RHETORIC TRANSITIONS TO POLICY… PRESIDENT TRUMP MUST YIELD RESULTS (website article only link)
Concerned about rising interest rates? Jason Staley assuages your concerns in US News and World Report “A Rate Hike Won’t Matter Much to You”
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.
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”
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”
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”
Contributing to your 401(k)? It doesn’t hurt to check your employer’s calculations. Jason Lumpkin adds his expert opinion; "When Your Employer Messes Up Your 401(k)…" in the online version of The Wall Street Journal (subscription may be required)
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.
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 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 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 how to prioritize goals for the millennial generation in the Tribune-Review article “Millennials urged to save early, often to meet financial goals”
Schneider Downs Wealth Management Advisors continues to grow as evidenced by our recent inclusion in the following national rankings:
- The 2016 Financial Times 300 Top Registered Investment Advisors1
- Accounting Today“The Top 150 Firms BY AUM” The 2016 Wealth Magnets
- Financial Advisors 2016 Top RIA Survey
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.
Nancy Skeans adds thoughtful advice in the MarketWatch article “11 ways to cut your taxes in retirement”by Andrea Coombes
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"
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?
Beth Lynch was recently interviewed by the Pittsburgh Tribune Review for the article "Stay the Course"
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.
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.
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.
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 a volunteer for various United Way programs. See her profile on their website. United Way Volunteer Spotlight
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!
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 offers guidance in the Wall Street Journal print and online editions "So Your Life is About to Change"
Investopedia presents its "Guide to 401(k) And IRA Rollovers" featuring Scott Rain.
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 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", Karl Kunkle lends his expertise in the compelling article in the Pittsburgh Post Gazette.
Jason Lumpkin weighs in on the benefits"Is 401(k) automatic enrollment good for your employees?" featured in HR BLR.com.
"Will Future U.S. Economic Growth Be Fueled By Domestic Energy?" Nancy Skeans is featured in The Advisor, a Schneider Downs & Company resource.
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? Nancy Skeans advises in the Wall Street Journal Article"Separate Assets, Joint Problems"
"Dow Jones, S&P set record highs" Beth Lynch weighs in on this milestone in the Pittsburgh Tribune Review
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 in the Wall Street Journal article "Buying Stock From the Boss"
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. Karl Kunkle lends insight in HR.BLR.com feature "401(k) matching programs: Are big changes looming?"
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. Eldercare
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? Beth Lynch has some timely advice in the Pittsburgh Post Gazette article "You've won the Powerball -- Now What?"
The Dreaded Question: Do You Have Long Term Care Insurance" in the November issue of Financial Planning Magazine quotes Nancy Skeans
Scott Rain is featured in Bloomberg Daily Tax Reporter BNA Insights this week "Transferring Ownership to an ESOP".
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 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.