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David Brinkman provides insight on what to do with your tax refund.

Have you ever wondered how you should spend your tax refund? David Brinkman, investment relationship manager with Schneider Downs Wealth Management Advisors
ERISA
Jenna Zelenski | 1.24.2020

2019 Mortality Table and Improvement Scale Updates

The Society of Actuaries has been updating the mortality improvement scale on an annual basis since 2014. As a result, Scale MP-2019 represents the most

| 1.13.2020

4Q19 Market Commentary

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

James Moyer discusses the importance of financial guidance for wealthy children.

James Moyer discusses the importance of financial guidance for wealthy children in the Pittsburgh Post-Gazette’s article titled “From helicopters

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.

| 12.1.2019

SDWMA Newsletter December 2020

May the good times and treasures of the present become the golden memories of tomorrow. Wishing you all of the happiness, health, and good cheer that come

| 12.1.2019

Participant Newsletter Dec 2019

If you had an unexpected emergency expense of $400, would you be able to pay for it? If your answer is no, you’re not alone. Forty-six percent of Americans said they would have difficulty with an emergency expense of $400.¹ Furthermore, 140 million Americans have little or no savings at all
ERISA
Donna Wolfson | 11.7.2019

U.S. Department of Labor Proposes New Electronic Disclosure Rule

On October 22, 2019, the Department of Labor (DOL) proposed new regulations giving employers a new safe harbor regarding the electronic delivery of required

| 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

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