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Why SDWMA?
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Our Thoughts On
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SD Wealth Management Newsletters
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Loading...
Why SDWMA?
Overview
Careers
Meet Our Team
Services
Ultra High Net Worth Investors
High Net Worth Individuals
Voyage Program
Financial Planning
Institutions and Non-Profits
Retirement Solutions
Media
Overview
Wealth Management Videos
Investment Charts
In the National Spotlight
Our Thoughts On
Market Commentary
SD Wealth Management Newsletters
Retirement Solutions Resource Center
Media Archive
Search
Client Portal
Close
Open
Search
Submit
Contact us
Wealth Management Videos
Market Commentary: Traditional, Seed & Everything in Between - Episode 1
About SDWMA
SDWMA Celebrates 20 Years as an RIA!
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Introducing SDWMA
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How can Schneider Downs Wealth Management help you?
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What can Schneider Downs Retirement Solutions offer your company?
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The Voyage Program
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Market Commentary
Market Commentary: Traditional, Seed & Everything in Between - Episode 1
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Market Commentary: Hard Hats, Shovels & Lunch Pails – AI with a Side of Christmas Tree
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Market Commentary: Hard Hats, Shovels & Lunch Pails - Data Centers & the Port of Baltimore
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Market Commentary Q2 2024 - Talk to Me After the All-Star Game: First Half of 2024 Sets Up Q3 as Pivotal Turning Point in Markets
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Market Commentary Q1 2024 - Easter Bunny Delivered
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Market Commentary Q4 2023 - Patience & Resilience
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Market Commentary Q4 2023 - Real Estate Investments Highlight
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Market Commentary Q3 2023 - Interest Rates & Artificial Intelligence
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Market Commentary Q2 2023 - Just Like the 4th of July
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Market Commentary Q1 2023 – No Peaks, No Valleys: Sage Advice From My Father
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Market Commentary Q4 2022 – New Normal in a Year With Nowhere to Hide
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Market Commentary Q3 2022 - Facing the Backlash of a Pandemic
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The Real Reasons You're Paying More at the Pump
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Bad Markets Don’t Last Forever
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Don’t Panic! How to Keep a Cool Head During a Market Meltdown
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Revenge of the Volatility
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Real Estate and Real Assets Overview & Market Update: An Interview with Versus Capital
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Russia Ukraine Market Update
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Q4 2021 Over in an Instant: 2021 A Year Well Spent Living in the Moment
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Q3 Market Commentary: Some More Normal With a Side of Inflation
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Q3 2020 Bull vs. Bear: Tackling Politics, the Economy, and Capital Markets
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Q2 2021 Bull vs. Bear: China
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Q2 2021 Market Commentary: Revenge of the Normal
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Q1 2021 Market Commentary: Time + Vaccines = A Return to Normalcy in Sight
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Yield Curve 101 & Implications
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Q4 2020 Bull vs. Bear: Tackling Politics, the Economy, and Capital Markets
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Advisor Q&A
Advisor Q&A with Dave Brinkman - What should I do with my cash?
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Advisor Q&A with James Moyer - Can ChatGPT Serve as a Financial Advisor?
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Advisor Q&A with Dave Brinkman - What are our thoughts on the How to Get Rich Netflix Docuseries?
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Advisor Q&A with Jason Staley - What's going on with the debt ceiling?
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Advisor Q&A with Mike Divens – What should I do with the cash generated by my business?
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Advisor Q&A with Megan Muller – What are the benefits of a financial plan?
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Advisor Q&A with Matt Biggs - How can I financially prepare for a layoff?
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Advisor Q&A with Gregg Daily & Demetrius Kokales - What changed with SECURE Act 2.0?
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Advisor Q&A with Matt Biggs – Does it still make sense to buys a home?
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Advisor Q&A with Gregg Daily – How do you maintain a disciplined investment approach?
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Advisor Q&A with Mike Divens – Can bonds still be a good investment?
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Interview Series
Coffee with Alissa - Tax Planning
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Coffee with Alissa – Real Assets
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Coffee with Alissa – Education Planning
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Coffee with Alissa – Private Equity
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Coffee with Alissa – Debt Management
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Coffee with Alissa - Scenario Testing
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Coffee with Alissa - Funding for Goals
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Coffee with Alissa - Charitable Gifting with Salvation Army
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Coffee with Alissa - Navigating the World of Credit Cards
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Coffee with Alissa - Introducing our New CEO
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Coffee with Alissa - Health & Wealth: Mental Health
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Coffee With Alissa - Health & Wealth: Biochemical Stress
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Coffee with Alissa - Health & Wealth Basics
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Coffee with Alissa - Inside Scoop on Mortgages
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Coffee with Alissa – Residential Real Estate Market
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Coffee with Alissa - Investing in Commercial Real Estate
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Coffee with Alissa – Celebrating Women’s History Month
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Coffee with Alissa – Basics of Estate Planning
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Coffee with Alissa – Planning for Tax Season
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Coffee with Alissa - Investing in You: Finance & Children
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Coffee with Alissa - Investing in You: Marriage & Finance
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Coffee with Alissa - Investing in You: Unconscious Bias & Decision Making
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Coffee with Alissa – Investing in You: Retirement Transitions
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Coffee with Alissa - Have you thought about investing in art?
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Coffee with Alissa – Can Wine be an Investment?
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Coffee with Alissa - Why People With Advisors Tend to be Happier
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Coffee with Alissa - What to Know About Mortgages
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Coffee with Alissa - Financial Planning for Blended Families
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Do Millennials Value a Caddy?
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Retirement Solutions Highlights
Navigating Behavioral Finance
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Navigating SECURE Act 2.0
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Navigating Volatile Markets
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Does your ERISA Bond properly cover your company's retirement plan?
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Navigating the Great Resignation
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Which retirement savings plan works best for you, pre-tax or roth IRA?
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Are you at risk of being liable for participant investment losses?
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Does your retirement plan allow for indirect fee payments to service provides?
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Do you know the risks involved in having a self directed brokerage account?
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Why should you be aware of the fee reasonableness of your savings plan?
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Should you invest in target date funds in your savings plan?
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Is your profit-sharing strategy the best option for your employee savings plan?
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Is your current asset allocation strategy working for your savings?
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What is governance and why is it important to your retirement savings plan?
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Is active or passive investing better for your retirement portfolio?
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Are you contributing enough to your retirement savings plan?
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What should you do about your savings plan when switching jobs?
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Financial Planning
The Importance of a Financial Plan
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A Disciplined Investment Approach
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Retirement Cash Flow Planning
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Is Your Estate in Order?
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Featured Webinar Snippets
2022 Mindful Money Forum - Full Recap
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2022 Mindful Money Forum - September Market Update
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2022 Mindful Money Forum - Coffee with Alissa - Unconscious Bias & Biagnostics by Schwab
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2022 Mindful Money Forum - Advisor Q&A
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The Psychology Of Money Live Webinar Replay
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The Psychology of Money Part 3: Constructing a Portfolio You Can Live With
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The Psychology of Money Part 1: Why People Do What They Do
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The Psychology of Money Part 2: Lessons From COVID-19
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Employee Features
SDWMA Employee Feature - Courtney Moriarty
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SDWMA Employee Feature - Megan Muller
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SDWMA Employee Feature - James Moyer
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Employee Feature – Derek Eichelberger
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Employee Feature – Christy Greek
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Employee Feature – Bernadette Burgoon
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Employee Feature - Gregg Daily
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Employee Feature – Alissa Garcia
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Employee Feature – Matt Biggs
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Employee Feature – Nick Mastrian
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SD Focus on Women Interview - Karen Werley
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SD Focus on Women Interview - Alissa Garcia
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SD Focus on Women Interview - Jessica Ellicott
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