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IN THE NATIONAL SPOTLIGHT

Schneider Downs Wealth Management Advisors Surpasses $3 Billion in Assets Under Management

PITTSBURGH — Schneider Downs Wealth Management Advisors (SDWMA) announced it has exceeded $3 billion in assets under management (AUM)*, marking…

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

Navigating 2026 Retirement Plan Challenges: Practical Insights for Plan Sponsors

ERISA, Wealth Management

Alexander Papson | 4.16.2026

Retirement plans play an increasingly vital role in shaping the long-term well-being of organizations and their employees. A well-managed plan…

Powering AI Data Centers: Infrastructure, Energy Demand and the Evolving Grid

Can our existing energy infrastructure scale fast enough to support AI data centers without destabilizing the grid or driving up…

RMD Rules for 2026: Who’s Affected, Deadlines, Penalties, and Key Changes (SECURE 2.0)

Article Summary: RMD Rules for 2026 SECURE Act 2.0 updated when required minimum distributions (RMDs) begin, how deadlines work, and…

January 2025 Investment Corner – The Importance of an Independent Fed

Why Markets Are Reassessing Fed Independence Markets at home and abroad recently found themselves reassessing the independence of the United…

December 2025 Market Recap

Article Summary: December 2025 Market Recap This article reviews a volatile yet rewarding 2025 for investors, highlighting strong equity and…

November 2025 Market Recap

A late-session rally on the final trading day of the month lifted the S&P 500 to a modest 0.2% gain…

Investment Corner: Are We In A Bubble? – The Bubble Triangle

One of the dominant themes in capital markets over the past few years has been the rise of artificial intelligence…

October 2025 Market Recap

The S&P 500 has now posted six consecutive monthly gains, while the NASDAQ has extended its winning streak to seven.…

October Investment Corner - What is a Government Shutdown?

Every year, Congress must pass, and the President must sign, budget legislation for the next fiscal year, consisting of 12…

September 2025 Market Recap

U.S. equity markets seemed to have forgotten about the historical context that September has brought for investors. Historically, September has…

September Investment Corner – The Impact of Fed Rate Cuts

On September 17th, Federal Reserve Chairman Jerome Powell announced a 0.25% cut to the federal funds rate, lowering the target…

MARKET COMMENTARY

Q2-26 - Markets Live to Surprise Investors: How the 2nd Quarter Reminded Us of the Old Market Adage

As I often do before writing quarterly commentaries, I find a quiet place in my office, look at the chart…

Q1-26 - Headline Volatility > Portfolio Volatility: A Commentary Inspired By Charlie Munger

The first quarter of 2026 was a lot like riding a big roller coaster at Cedar Point; while the middle…

Q4-25 - Brevity Is the Soul of Wit

“A picture is worth a thousand words,” a phrase that almost everyone has heard and experienced trying to absorb an…

Q3-25 - What Once Was Hip... Is Now Again

During one of our weekly meetings with the SDWMA team, I made a casual reference to the hit 1980’s show…

Q2-25 - Anxiety and Exhilarating

The second quarter of 2025 will go down as one of the all-time great surprises, both in terms of the…

Q1-25 - Everyone Has a Plan Until They Get Punched in the Face

When investors are dealing with an “in the middle” situation, it can often feel like the “worst way” to get…

Q4-24 – Don’t Forget to Acknowledge and Enjoy the Good: 2024 Returns Put the Scars from 2022 in the Rearview

“My father used to always preach to my twin brother Brandon and me that it wasn’t how you started the…

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 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…