Schneider Downs Wealth Management Advisors, LP

🌟 The SDWMA team had an amazing time at the Real Men Wear Pink Top Golf Outing! 🎉 Our team came together not just for some friendly competition, but to support a cause close to our hearts: the American Cancer Society. Every swing and every smile was dedicated to raising awareness and funds for breast cancer research and support. Thank you to everyone who joined us in making a difference! Together, we’re driving change and supporting those impacted by cancer. 💖 #RealMenWearPink #TopGolf #AmericanCancerSociety #TeamSpirit #MakeADifference

💸✨ Did you miss our Investing in You series last fall? 💡💰 We had the pleasure of interviewing Nancy Belz last year where we uncovered the hidden secrets of behavioral finance and shed light on how unconscious bias can steer your financial decisions more than you'd ever expect! 😮💼 Interested in learning more? 📖🔎 Nancy provides some enticing book recommendations to take your understanding of the subject to the next level. 📚✨ Catch the entire series exclusively on sdwealthmanagement.com or on our YouTube page and start your journey towards making smarter financial choices! 💡💰 For a recap of the series, click here: https://lnkd.in/emiDGd2Y #InvestingInYou #BehavioralFinanceRevealed #BookRecommendations #FinancialWellness #UnlockYourPotential #ChallengeYourPerspectives

🔍📊 Coming Soon: Q3 Market Commentary! 📊🔍 As we wrap up the third quarter, we're diving deep into the trends and shifts that shaped the market landscape. What challenges did we face? What opportunities are on the horizon? Stay tuned for our upcoming commentary where we’ll unpack key insights and share our outlook for the next quarter. You won’t want to miss it! #MarketCommentary #Q3Insights #StayTuned

🎉✨ Celebrating a Milestone! ✨🎉 Today, we’re thrilled to celebrate Michael Clark’s one-year work anniversary with us! 🎈 Over the past year, he has made a tremendous impact on our Retirement Solutions team. Michael brings not only incredible skills and dedication but also a positive attitude that uplifts everyone around him. Here’s to many more successful years together, Michael! 🥳👏 #WorkAnniversary #TeamAppreciation #CheersToYou

Navigating Market Fluctuations: Making Your Investments Work for You It's a common misconception that the path to financial success is a straight line upward. In reality, investments don’t always move up and to the right. Market fluctuations are a natural part of the investment landscape, and understanding how to navigate both up and down markets is key to long-term success. Remember, the journey to financial success is not just about the highs; it’s also about how we respond to the lows. By making your investments work for you in both up and down markets, you can build a resilient portfolio that stands the test of time. Let’s embrace the ups and downs together! Reach out to learn more. 🌟 #wealthmanagement #investmentmanagement #taxlossharvesting #rebalancing #portfoliomanagement

We're thrilled to share that several members of our team recently attended the 2024 FPA (Financial Planning Association) Conference! This annual event brings together industry leaders, innovative thinkers, and passionate professionals, all dedicated to advancing financial literacy and client success. We’re excited to bring these insights back to our clients, enhancing our approach to financial planning and ensuring we remain at the forefront of the industry. Stay tuned for more updates as we put these new strategies into action! Here’s to growth, learning, and better financial futures! 🌟 #financialplanning #wealthmanagement

Welcome to Episode 1 of Traditional, Seed, and Everything in Between! Are you curious about the different types of private equity investments? If so, you're in the right place! In our latest video, we break down the various categories of private equity investments. Watch now and dive into the fascinating world of private equity! Highlights: https://lnkd.in/e4BUmXcD Full Video: https://lnkd.in/eWmjzixf Don't forget to like, share, and subscribe for more content on investing and finance. We’d love to hear your thoughts—what aspect of private equity interests you the most? Comment below! #PrivateEquity #Investing #Finance #VentureCapital #GrowthEquity #BusinessStrategy #InvestmentTypes

📉Understanding the Impact of Fed Rate Decreases on Mortgage Rates 🏠 We’ve all been hearing about recent changes in the Federal Reserve's interest rates, but what does this really mean for homebuyers and homeowners alike? 🤔 In our latest article, we dive into how a decrease in the Fed rate can affect current and future mortgage rates. Whether you're looking to buy your first home, upgrade, or simply refinance, understanding these shifts can help you make informed financial decisions. Check out the full article to see how these changes could benefit you! 📖👉 https://lnkd.in/eNxKjmKQ Feel free to share your thoughts or ask any questions in the comments! Let’s navigate these changes together. 🌟 #MortgageRates #FedRate #HomeBuying

🎙️ New Episode Alert: Building PA Podcast 🎙️ Check out one of the recent Building PA Podcasts, where co-hosts Chris Martin and Jon O'Brien sit down with Alexander Papson from Schneider Downs Wealth Management's Retirement Solutions group to unravel the complexities of the Secure Act 2.0! 📈🔍 👉 Tune in now to catch the full conversation! https://lnkd.in/eqSerMcu #BuildingPAPodcast #SecureAct2.0 #RetirementPlanning #FinancialInsights #EmployerResources #InvestmentAdvice #PodcastEpisode

✨ Unlocking Happiness with a Financial Advisor: Why It Makes a Difference ✨ Ever wonder why some people seem more at ease when it comes to their finances? The secret might just be a financial advisor! 💼💡 In our latest video, we dive into how partnering with a financial advisor can significantly boost your happiness and peace of mind. 👉 Watch the full video here: https://lnkd.in/e7M8gZwB #FinancialAdvisor #FinancialWellness #Happiness #StressRelief #InvestSmart #MoneyMatters