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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.

2020 Retirement Plan Limitations

On November 6, 2019, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2020 (IRS Notice 2019-59).

IRS Releases Proposed Regulations on Changes to the Limits on Contributions to ABLE Accounts

The IRS released proposed regulations regarding changes to limits on contributions to Achieving a Better Life Experience (ABLE) accounts. The new proposed

Auto Dealers, Automatic Enrollment, and Automatic Escalation

As someone who has worked closely with automotive dealerships for over twenty years, I have witnessed first-hand that successful dealerships are extremely

| 10.18.2019

3Q19 Market Commentary

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

| 10.18.2019

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

Easing Financial Fright with Sweet Advice

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. As our thoughts turn to pumpkins, candy, and costumes,

The Stages of Wealth - Wealth Accumulation

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Over the last series of articles, we have highlighted

I Want Mine, but How? Social Security Strategies

You are now ready to claim. You’ve done your research, decided your “when” but now what about strategies? Social Security employees do

| 9.1.2019

Wealth Management Newsletter - September 2019

We are always delighted by the vacation stories, pictures, and tips that our clients share with us. Both Nancy and Vicky took awesome summer trips and

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