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IN THE NATIONAL SPOTLIGHT

The CEO of a $2 billion Pittsburgh firm began her groundbreaking career in the Air Force

Learn how Nancy Skeans advanced from career in the Air Force CEO of Schneider Downs Wealth Management Advisors, a $2…

SDWMA Named One of the Nation’s Top DC Advisor Firms in 2022 by NAPA

We are pleased to announce that Schneider Downs Wealth Management Advisors, LP (SDWMA) has been named as one of the…

WEALTH MANAGEMENT

2025 Cost-of-Living Adjustments for Retirement Plans and IRAs

401(k) Plans, ERISA, Wealth Management

Alexander Papson | 11.13.2024

The Internal Revenue Service published 2025 Cost-of-Living Adjustments (COLA) in Notice 2024-80 on November 1, 2024. The COLA increases will…

Investment Corner with Jason & Sean: The Impact of Government Stimulus on Capital Markets

Typically, economic stimulus is intentional action by the government to encourage private sector economic activity. Economic stimulus within the United States may…

Investment Corner with Jason & Sean: Mortgage Rate Implications Given a Fed Cut

With the Federal Reserve (Fed) starting its interest rate-cutting cycle, the question many homebuyers face is “How will this affect…

Investment Corner with Jason & Sean: Carry Trades – A Levered Bet

There is an oft-used phrase from an old proverb that says, “you can’t have your cake and eat it too.”…

Investment Corner with Jason & Sean: The True Feeling of Inflation

June inflation numbers were released recently and good news! Prices didn’t just slow down in rising, but they fell month…

Investment Corner with Jason & Sean: Strength in EM… Is it Sustainable?

Emerging Markets (EM) sometimes can feel like the forgotten middle child within the greater equity asset class as performance over…

Be Prepared with an Estate Plan

It can be difficult to start the estate planning process as it involves thinking about negative outcomes of life such…

Investment Corner with Jason & Sean: Securitized Fixed Income

Securitized bonds are an area of the investment universe that many investors are not familiar with. The lack of familiarity…

Maintaining a Disciplined Investment Approach

When it comes to investments, it's easy to want to dive right in, but often that mentality can lead you…

Investment Corner with Jason & Sean: U.S. Small Cap Equities

“History never repeats itself, but it often rhymes.” – Mark Twain The internet is going to change the world. It…

Master Your Credit Card Strategy: A Guide to Maximizing Rewards and Boosting Your Credit Score

Credit card debt has soared to new heights, totaling over $1.125 trillion at the close of 2023, the highest balance…

MARKET COMMENTARY

Q3-24 – Global Central Banks Rally the Under-Loved and Under-Owned: Will the 4th Quarter Confirm a Regime Change in Markets?

The theme of our second quarter letter was “talk to me after the all-star game”; an ode to fans of…

Q2-24 - Talk to Me After the All-Star Game: First Half of 2024 Sets Up Q3 as Pivotal Turning Points in Markets

"After a hot start to the year, equity markets had a rather up and down quarter. Mega cap technology stocks…

Q1-24 - Easter Bunny Delivered

"The Easter holiday fell early on the calendar this year, and for investors, that proved to be a fortuitous thing.…

Q4-23 - Patience & Resilience: How We Got Through a Year Driven by AI & Interest Rates

"The two driving forces in capital markets in 2023 were artificial intelligence and interest rates. Through the first three quarters…

Q3-23 - Interest Rates and Artificial Intelligence: Two Competing Themes Driving Capital Markets

“Capital markets continued to grapple with what has become the dominant two-part question of the past 18 to 24 months:…

Q2-23 - Just Like the 4th of July Stocks Closed Out the 1st Half of the Year with Fireworks

“America loves an underdog" is a phrase that has been in our country’s lexicon, and embedded into our collective conscious, since…

Q1-23 - No Peaks, No Valleys: Sage Advice From My Father

Over the past 14 months, as the U.S. Federal Reserve has rapidly raised interest rates, yields on short-term U.S. Treasury…

Q4-22 – The New Normal Came in a Year Where There Was Nowhere to Hide

"The good news is that the year 2022 is over. What felt like a 365-day roller coaster ride for investors…

Q3-22 – This Time Wasn't Different: Facing the Backlash of a Pandemic

"The most infamous words in finance are: this time is different. These four simple words are uttered in almost every…

Q2-22 – Bad Markets Don’t Last Forever: Keeping Perspective Amid Market Volatility

"As I sit down to write this quarterly letter over the 4th of July holiday weekend, it struck me that…

Q1-22 – Revenge of the Volatility

"The first quarter of 2022 reminded investors, market participants, and commentators that volatility in capital markets is still a very…

Q4-21 – Over in an Instant: 2021 A Year Well Spent Living in the Moment

"For as long as the year 2020 seemed to last with a toxic cocktail of worsening news about the Coronavirus,…

SD WEALTH MANAGEMENT NEWSLETTERS

SDWMA Newsletter December 2022

SDWMA Newsletter September 2022

SDWMA Newsletter June 2022

SDWMA Newsletter March 2022

SDWMA Newsletter December 2021

SDWMA Newsletter October 2021

SDWMA Newsletter July 2021

SDWMA Newsletter April 2021

SDWMA Newsletter December 2020

SD RETIREMENT SOLUTIONS PARTICIPANT NEWSLETTERS

October 2023 Newsletter: Gobbling Up Good Financial Habits

This newsletter provides tips on how to avoid going overboard this holiday season. We created a list of guidelines to…

July 2023 Newsletter: SDRS Newsletter – Building a Bright Retirement Future

Clear, achievable, and meaningful goals can lay the foundation for success. Vague aspirations may have limited worth without a well-defined…

April 2023 Newsletter: SDRS Newsletter – Advantage of Saving Early

The early bird really could get the worm! In the chart provided you will find no secret tips or tricks…

January 2023 Newsletter: Retirement Plan Check-up Newsletter 2023

It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach…

Participant Newsletter September 2022

The Autumn season can serve as a preview of your retirement — long days watching football, carving pumpkins and spending…

Participant Newsletter August 2022

It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach…