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Falling behind on retirement savings? 4 steps to get back on track in 2024
MarketWatch.com - December 30, 2023 This MarketWatch article discusses planning strategies for people approaching retirement. In the article, David Schneider states, “Make...
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If you’re at or near retirement, you might want to consider an IRA CD while interest rates are up
Fortune- July 31, 2023 This article discusses the pros and cons of owning bank CDs in an IRA. In the article, David Schneider points out...
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Direct indexing gains appeal as taxable losses mount
Investment News – June 20, 2022 This Investment News article weighed the pros and cons of direct indexing, a strategy that uses individual stocks instead of ETFs and...
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May FOMC Minutes: Big Rate Hikes On Tap At June And July Fed Meetings
Forbes.com – May 25, 2022 This Forbes article discusses the Federal Reserve, interest rates and the risk of a recession. In it, David Schneider...
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One surprising thing people think is a dealbreaker to getting a home equity loan or HELOC
Marketwatch.com – January 19, 2022 This article discusses HELOCs and how to get the best rate on them. In the article, David Schneider states that...
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Some HELOC rates now start below 3%. Tempting, but is a home equity line of credit right for you?
Marketwatch.com – September 8, 2021 This article outlines the benefits and risks of home equity lines of credit. In the article, David Schneider...
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When Clients Resist Owning Global Stocks, Advisors Build Their Case
Investor’s Business Daily- May 7, 2021 Investor’s Business Daily recently asks David A. Schneider about international investments. In the article, he pointed out that...
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5 Smart Reasons To Refinance Your Mortgage Right Now
Realtor.com- April 26, 2021 This article talks about 5 good reasons to refinance a mortgage. In it David Schneider points out that savings from a refinance can be used to...
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What Janet Yellen’s appointment as US Treasury Secretary would mean for markets
Business Insider – November 28, 2020 Business Insider recently asked David A. Schneider what Janet Yellen’s appointment as US Treasury Secretary would mean for markets....
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Single and Planning for Retirement? Here Are 4 Key Things to Do.
Barron’s – August 8, 2020 In this article, which considers retirement planning strategies for singles, David Schneider advises that protecting income via disability...
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How to use your stimulus check to invest for the future
Acorns – April 17, 2020 In this article, which talks about what to do with a stimulus check, David Schneider advises, “If you need the money soon, keep it liquid,” adding...
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Retirement Savers Benefit From Changes to 401(k)s
U.S. News & World Report – March 13, 2020 This article discusses the SECURE ACT. In it, David Schneider explains that the SECURE ACT “is considered the biggest set of...
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Wealth Management Report – 4th Quarter 2019
A quarterly financial planning and investment update for clients of Schneider Wealth Strategies. This quarter’s Wealth Management Report...
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Advisors Wave Red Flag When Clients Act Against Their Best Interest
Investor’s Business Daily – December 6, 2019 This article discusses scenarios in which advisory clients may want to do something their advisor thinks is not in their best...
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Wealth Management Report – Third Quarter 2019
A quarterly financial planning and investment update for clients of Schneider Wealth Strategies. This quarter’s Wealth Management Report...
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7 Reasons Why You Shouldn’t Buy an IPO
U.S. News & World Report – August 8, 2019 This article explains why most investors should probably ignore IPOs. In the article David Schneider explains that unless someone...
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Wealth Management Report – Second Quarter 2019
A quarterly financial planning and investment update for clients of Schneider Wealth Strategies. This quarter’s Wealth Management Report...
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Retirement is coming. Here’s how to compound your wealth fast
CNBC – May 22, 2019 In this CNBC article David Schneider clarifies that the real key to successful investing is avoiding mistakes such as failing to diversify your...
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These people in their 30s are doing a simple thing to get rich.
CNBC – May 13, 2019 David Schneider recently appeared in a CNBC report on investing in your 30s. In it he advises that investors shouldn’t waste...
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Here’s what it takes to become a 401(k) millionaire at any age
CNBC – May 1, 2019 David Schneider was recently featured in a CNBC article on saving for retirement. When discussing investors in their 40s he states...
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Wealth Management Report – First Quarter 2019
A quarterly financial planning and investment update for clients of Schneider Wealth Strategies. This quarter’s Wealth Management Report...
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6 Money Moves to Make if You’re Worried About a Recession
Consumer Reports – January 15, 2019 David Schneider was recently featured in a Consumer Reports article on 6 Money Moves to Make if You’re Worried About a Recession....
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Retirees Should Plan before Renting
Dispatch Argus- September 19, 2018 David Schneider appeared in article that discusses the strategy of selling your home and downsizing to a rental in retirement. In the...
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Wealth Management Report – Fourth Quarter 2018
A quarterly financial planning and investment update for clients of Schneider Wealth Strategies. This quarter’s Wealth Management Report...
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Year-End Moves to Protect Your Investment Portfolio
Consumer Reports – November 12, 2018 David Schneider was recently featured in a Consumer Reports article on Year-End Moves to Protect Your Investment Portfolio....
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Wealth Management Report – Third Quarter 2018
A quarterly financial planning and investment update for clients of Schneider Wealth Strategies. This quarter’s Wealth Management Report...
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5 Reasons You Might Not Need an Annuity
U.S. News & World Report – June 7, 2018 This article explains why many investors don’t need to own annuities. In it, David Schneider points out that “The folks on the...
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Wealth Management Report – Second Quarter 2018
A quarterly financial planning and investment update for clients of Schneider Wealth Strategies. This quarter’s Wealth Management Report...
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Wealth Management Report – First Quarter 2018
A quarterly financial planning and investment update for clients of Schneider Wealth Strategies. This quarter’s Wealth Management Report...
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3 Investing Moves That Can Complicate Retirement
U.S. News & World Report – December 1, 2017 This article reminds investors that instead of trying to time an unpredictable market, experts suggest creating a globally...
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How to Say ‘Yes’ to Investing Risk
U.S. News & World Report – November 24, 2017 This article discusses investment risk. In it David Schneider points out that “investing is about embracing risk, not...
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Wealth Management Report – Fourth Quarter 2017
A quarterly financial planning and investment update for clients of Schneider Wealth Strategies. This quarter’s Wealth Management Report...
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Wealth Management Report – Third Quarter 2017
A quarterly financial planning and investment update for clients of Schneider Wealth Strategies. This quarter’s Wealth Management Report...
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Investors: 4 Smart Stock Moves to Make Now
Money Magazine – June 28, 2017 This article talks about how investors should view the stock market eight years into a bull market. Because rising markets often cause...
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4 Mistakes That Can Derail Your Early Retirement
U.S. News & World Report and Yahoo Finance – April 28, 2017 This article discusses 4 mistakes that can hamper retirement security. In it, David Schneider advises against...
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