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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

Maintaining a Disciplined Investment Approach

Wealth Management

David C. Brinkman, Jason Staley

| 5.01.2024

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…

SDWMA Named as one of the Nation’s Top DC Advisor Teams in 2024 by NAPA

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

Investment Corner with Jason & Sean: The Last Mile of the Inflation Race May Be the Hardest

In June of 2022, the U.S. recorded a year-over-year inflation reading of 9.1%, an inflation level not yet experienced in…

Financial Planning for Blended Families

40 percent of families in the U. S. are blended with at least one partner having a child from a…

Investment Corner with Jason & Sean: Japanese Stock Market

Japan’s Nikkei blows past 34,000 mark for the first time in over 30 years. In the late 1980’s many investors…

Achieve Financial Freedom with the Help of Basic Financial Ratios

Having financial freedom means doing the things you want to do when you want to do them without having to…

Holiday Spending and Budgeting

Even though the holiday season is something most of us look forward to, it has a way of sneaking up…

Happier With An Advisor

Can working with a financial advisor lead to greater happiness? A recent industry survey strongly suggests that yes, individuals and…

The Pros and Cons of I-Bonds

Although I-Bonds are a good way to generate tax-free yield in today’s economy, they are subject to penalties if surrendered…

MARKET COMMENTARY

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…