Our Thoughts On

Wealth Management

Articles 1 - 10 of 91

Tax, Wealth Management
James Moyer | 10.21.2020

Financial Boot Camp Series: Focus on What You Can Control to Increase After-Tax Performance

2020 has certainly been an interesting year and again has reminded investors that they only have direct control over a precious few variables. These include

Private Client Services, Wealth Management
David Brinkman | 9.17.2020

Financial Boot Camp Series: Maximizing Gifting and Charitable Impacts

By David Brinkman, CFA, CPA, CFP®, CPFA When working with individuals and families that are on track with their overall financial plan and wanting

CARES Act, Coronavirus, ERISA, Wealth Management
Alexander Papson | 9.9.2020

CARES Act Summary of Key Provisions Impacting 401(k) Retirement Plans

On March 27, 2020, the U.S. House of Representatives passed the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) and the President

Wealth Management
Nancy Skeans | 8.18.2020

Financial Boot Camp Series: Getting your Digital Ducks in Order

Getting your Digital Ducks in Order Nancy L. Skeans, CPA, CFP® CEO, Schneider Downs Wealth Management Advisors What are your digital ducks, you ask?

Continuity, Coronavirus, Wealth Management
Scott Rain | 8.13.2020

IRS Notice 2020-52 Makes Midyear Change To Safe Harbor Plans

On June 29, the IRS issued Notice 2020-52, offering welcome relief for plan sponsors that find themselves in a difficult financial situation as a result

Private Client Services, Wealth Management
David Brinkman | 7.21.2020

Financial Boot Camp Series: Is Your Estate in Proper Order?

Estate planning is the process of identifying one’s assets and providing clear instruction for who receives what assets, when they receive it, and

Wealth Management
Tyler Brose | 7.15.2020

Fiduciaries and Excessive Fee Litigation

As a retirement plan fiduciary, it’s your responsibility to ensure that fees associated with your plan are reasonable relative to the services rendered.

Coronavirus, Personal Finance, Wealth Management
Jason Staley | 6.24.2020

Volatility is Back … and It is Here to Stay

By Jason Staley, CFA, CAIA® Investment Relationship Manager/Director of Research and Due Diligence Schneider Downs Wealth Management Advisors, LP One

Coronavirus, ERISA, Wealth Management
Alexander Papson | 6.24.2020

COVID-19 Economic Impact Data

COVID-19 has had a tremendous impact on global economies and it is still unclear when and in what form economies will return to normalcy. It’s the

Wealth Management
Shawn Fodge | 6.18.2020

Can Budgeting Really Lead to A Happier Life

“Put your money in the bank” - this sentence was like nails on a chalkboard to me as a child growing up. After receiving my first paycheck

Ransomware Victims May Now Face Federal Fines

Perspectives on Remote Working in the Age of COVID

Our Thoughts On

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Wealth Management

Articles 1 - 10 of 91

Financial Boot Camp Series: Focus on What You Can Control to Increase After-Tax Performance

Financial Boot Camp Series: Maximizing Gifting and Charitable Impacts

CARES Act Summary of Key Provisions Impacting 401(k) Retirement Plans

Financial Boot Camp Series: Getting your Digital Ducks in Order

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IRS Notice 2020-52 Makes Midyear Change To Safe Harbor Plans

Financial Boot Camp Series: Is Your Estate in Proper Order?

Fiduciaries and Excessive Fee Litigation

Volatility is Back … and It is Here to Stay

Register to receive our weekly newsletter with our most recent columns and insights.

COVID-19 Economic Impact Data

Can Budgeting Really Lead to A Happier Life

Register to receive our weekly newsletter with our most recent columns and insights.