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Wealth Management

Articles 41 - 50 of 86

| 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

Financial Boot Camp Series: Managing Your Buckets

Happy New Year, and welcome to 2020. If we think back just twelve months, we were starting 2019 after a significant market downturn that started in the

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

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

| 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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