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Approaching Year End, Beware of the Lurking Ninja Tax

Learn more about the income tax on capital gains distributions and how investors can effectively manage exposure.

SDWMA Financial Planning Video Series Now Available

Explore the new financial planning video series from the Schneider Downs Wealth Management Advisors team.

SDWMA Spotlight: The Voyage Program

Join members of the Schneider Downs Wealth Management Advisors team to learn more about the Voyage Program.

Social Security’s Inadequate Cost-of-Living Adjustment

Learn more about the difficulties presented by Social Security’s Cost of Living Adjustment and how to fundi retirement expenses and other financial goals and objectives.
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More Potential Changes to the U.S. Retirement System Are on the Horizon. Here’s What’s in Store…

Read about two new bipartisan bills and how they will modify the 2019 Setting Every Community Up for Retirement Enhancement Act.

The Stock Pays a Good Dividend

Learn more about the benefits and misconceptions regarding pure dividend investing, and why using it as the sole underpinning of an investment thesis can lead to sub-optimal outcomes.

Given the Proposed Changes in President Joe Biden’s Tax Plan, Could A Non-Qualified Annuity Make Sense?

Better understand Non-Qualified Annuities including the associated costs and how proposed tax law changes affect annuities.

Education About Student Loans

Learn more about the expanding liability of Student Loans and the options available including, interest rates and terms.
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Financial Boot Camp Series: To Refi or Not to Refi, That Has Been the Question

Learn more about the Home Refinancing Process and what key factors play into if it is a lucrative idea in today's market.

SDWMA Named as one of the Nation's Top DC Advisor Teams in 2020 by NAPA

Schneider Downs Wealth Management Advisors, LP (SDWMA) has been named as one of the Nation’s Top DC Advisor Teams in 2020 by the National Association of Plan Advisors (NAPA).
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