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Wealth Management

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Financial Boot Camp Series: Asset Location

Successful investors are always looking for opportunities to improve their investment performance, reduce taxes, and increase their net worth. Asset allocation

IRS EXTENDS DEADLINES FOR SELECT RETIREMENT PLANS

With all the attention focused on the stimulus bill, paid leave, and sick leave by Congress, it’s easy to overlook the IRS’s role in assisting

STUDENT LOAN DEBT RELIEF UNDER THE CARES ACT

Anyone paying on federally held student loans is getting a reprieve on this debt, thanks to a provision in the Coronavirus Aid, Relief, and Economic Security

The Cares Act and Its Effect on Retirement Plans

The Coronavirus, Aid, Relief, and Economic Security (CARES) Act includes several provisions pertaining to qualified retirement plans and individual retirement

The Impact of COVID-19 on Your 401(k)

For most people, the largest asset they own is their qualified retirement plan. For some, this account may be in the “accumulation” phase for

Market dive puts advisers on the offensive

Derek Eichelberger, director of investment strategy at Schneider Downs Wealth Management Advisors, provides insight into maintaining composure in a poor

| 3.1.2020

Participant Newsletter March 2020

The big question when it comes to retirement is, “How much money am I going to need?” With all of the advanced education and strategy tools available, it is still often difficult to understand the difference between what you can save for retirement and what is needed to retire.

| 3.1.2020

SDWMA Newsletter March 2020

President Donald Trump signed into law the Coronavirus Stimulus Bill on March 27, 2020. At over eight hundred pages long, the bill offers much-needed support

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

Financial Boot Camp Series: Behavioral Investing Challenges

Human emotion has been shown to be the Achilles Heel of most investors as Charles Munger, long-time partner of Warren Buffet, once said, “A lot of

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