Our Thoughts On

Sort by

Wealth Management

Articles 121 - 130 of 140

Estate Planning, SD Medallion Services, Wealth Management
Schneider Downs Professional | 10.18.2016

A Story for 8,000 Days

How would you spend 8,000 days? Joseph F. Coughlin, Ph.D., the founder and director of the MIT AgeLab, has reframed the understanding of our lifespan by

Higher Education, Wealth Management
Schneider Downs Professional | 10.17.2016

Retirement Plan Litigation Spreads to 403(b) Plans

Litigation alleging breach of fiduciary that has beset large 401(k) plans for the last decade has now spread to the not-for-profit world as numerous large

Cybersecurity, Wealth Management
Schneider Downs Professional | 9.7.2016

Aggregation Aggravation

Do you aggregate? In layman’s terms, do you download or link your financial information to one place? You may use mint.com, or Intuit’s Quicken,

401(k) Plans, Wealth Management
Schneider Downs Professional | 7.5.2016

Our View on DOL Fiduciary Rule Regarding Retirement Investment Advice

BACKSTORY. In April of this year, the U.S. Department of Labor (DOL) issued a long-awaited regulation that essentially applies a “fiduciary”

Wealth Management
Schneider Downs Professional | 6.29.2016

Is Your 401(k) Plan a Potential Litigation Target?

In a recent article on NAPA Net, Nevin E. Adams, JD, Chief of Marketing & Communications for the American Retirement Association, outlines six (6)

Real Estate, Wealth Management
David Brinkman | 6.9.2016

Real Estate Sector Moving on up to the S&P 500 Side

Effective September 1, 2016, the Global Industry Classification Standard (GICS), the basis for the S&P and MSCI indices, will be updated to include

Estate Planning, SD Medallion Services, Wealth Management
Schneider Downs Professional | 6.7.2016

The Science of Gifting

If you are age 70½ the federal government has given you a permanent gift with new legislation that may give you a break on your income tax. At that

Wealth Management
Derek Eichelberger | 4.25.2016

The Key to Financial Health

The path to financial health shares many similarities with the path to physical health. Perhaps the most important shared trait between the two is that

401(k) Plans, Benefits, Wealth Management
Jason Lumpkin | 4.12.2016

Proposed IRS Legislation Threatens Small Business Retirement Plans

The IRS recently released a proposed regulation that could be unusually threatening to small business retirement plans. In summary, the proposal would

Wealth Management
Schneider Downs Professional | 2.18.2016

Online Planning: Rolling the Dice

I recently read an article that suggested that you can manage your financial life using free websites in as little as three hours. Wow, imagine mapping

This site uses cookies to ensure that we give you the best user experience. Cookies assist in navigation, analyzing traffic and in our marketing efforts as described in our Privacy Policy.