Our Thoughts On

Wealth Management

Articles 1 - 10 of 86

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

ERISA, Wealth Management
Alexander Papson | 6.16.2020

Introducing the Schneider Downs Retirement Solutions Resource Center

As the Schneider Downs Retirement Solutions practice has continued to grow in service offerings and expertise, so has our depth of resources for plan

401(k) Plans, Coronavirus, Personal Finance, Wealth Management
Donna Wolfson | 6.10.2020

IRS Provides Temporary Signature Relief For Retirement Plan Elections

By Donna Wolfson, Schneider Downs Retirement Solutions Recognizing the difficulty of meeting a “physical presence” requirement during the COVID-19

Benefits, ERISA, Wealth Management
Donna Wolfson | 6.4.2020

Department of Labor Finalizes Electronic Disclosure Rules

Following up on their proposed regulations from October 2019, the Department of Labor (“DOL”) on May 21, 2020 issued final regulations regarding the

Wealth Management
Victoria Rogers | 5.27.2020

Financial Boot Camp Series: College Savings 101

As young parents, my husband and I met with a financial planner who asked about college savings. We responded that they were on their own. Fast forward

Private Client Services, Wealth Management
Matt Biggs | 5.5.2020

Financial Boot Camp Series: Financial Planning is Key to Maintaining Long-Term Balance for Retirement Planning

Recent financial markets have certainly been a roller coaster ride for investors, with the S&P 500 falling 30% in 22 trading days in March, subsequently

Evolving Cyber Threats of the New Normal

Blackbaud Breach Alert!

Our Thoughts On

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Wealth Management

Articles 1 - 10 of 86

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

Fiduciaries and Excessive Fee Litigation

Volatility is Back … and It is Here to Stay

COVID-19 Economic Impact Data

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

Can Budgeting Really Lead to A Happier Life

Introducing the Schneider Downs Retirement Solutions Resource Center

IRS Provides Temporary Signature Relief For Retirement Plan Elections

Department of Labor Finalizes Electronic Disclosure Rules

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

Financial Boot Camp Series: College Savings 101

Financial Boot Camp Series: Financial Planning is Key to Maintaining Long-Term Balance for Retirement Planning

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