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Wealth Management
James Moyer | 7.8.2021

Given the Proposed Changes in President Joe Biden’s Tax Plan, Could A Non-Qualified Annuity Make Sense?

Better understand Non-Qualified Annuities including the associated costs and how proposed tax law changes affect annuities.
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| 7.1.2021

SDWMA Newsletter July 2021

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Wealth Management
Schneider Downs Professional | 6.16.2021

Education About Student Loans

Learn more about the expanding liability of Student Loans and the options available including, interest rates and terms.
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| 4.16.2021

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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| 4.1.2021

SDWMA Newsletter April 2021

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| 1.15.2021

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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| 12.1.2020

SDWMA Newsletter December 2020

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| 12.1.2020

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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| 10.13.2020

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.
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| 10.1.2020

SDWMA Newsletter October 2020

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