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Wealth Management

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401(k) Plans, ERISA, Wealth Management
Christian Wheeler | 8.5.2021

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.
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Wealth Management
Jason Staley | 7.29.2021

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.
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Wealth Management
James Moyer | 7.8.2021

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.
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Wealth Management
Shawn Fodge | 6.16.2021

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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Wealth Management
David Brinkman | 4.29.2021

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.
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Benefits, ERISA, Wealth Management
Alexander Papson | 4.19.2021

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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Wealth Management
Shawn Fodge | 3.17.2021

Financial Boot Camp Series: Why You Need to Ensure That Your Property is Properly Insured

Learn more about the basics of property and casualty insurance and why it's important to make sure you are properly insured.
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CARES Act, Coronavirus, Wealth Management
Scott Rain | 3.9.2021

Coronavirus Related Distributions – What Now?

Learn more about the COVID-19 related distributions implemented under the CARES Act. - Wealth Management Services.
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Wealth Management
James Moyer, Jason Staley | 3.2.2021

Bitcoin, Bitcoin, Read All About It

Learn more about bitcoin, what it is and why everyone is excited about it.
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Wealth Management
Tyler Brose | 2.25.2021

DOL Announces Final Proxy Voting Rule

Learn about the Department of Labor's final regulations on fiduciary duties relating to proxy voting.
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