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Schneider Downs Wealth Management Advisors, LP SDWMA is a registered investment adviser with the SEC, and provides fee-based investment management services and financial planning services.

No posts constitute a recommendation. Schneider Downs Wealth Management has been providing investment and retirement services since 2000. Although our service platforms continue to evolve, the commitment to our clients remains our first priority. Schneider Downs Wealth Management Advisors, LP (SDWMA) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). SDWMA provides fee-based investment management services and financial planning services, along with fee-based retirement advisory and consulting services. Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice. Registration with the SEC does not imply any level of skill or training.

Does your child have a Trump Account? For millions of families, the answer may now be yes.According to TIME, 60 million ...
10/19/2026

Does your child have a Trump Account? For millions of families, the answer may now be yes.

According to TIME, 60 million American children were automatically enrolled in Trump Accounts on October 1st, bringing total enrollment to approximately 70 million children. The accounts are designed as tax-deferred investment accounts for children under age 18.

Children born between 2025 and 2028 will be seeded with $1,000 from the federal government.

There may be additional good news for some families. Michael and Susan Dell committed $6.25 billion to provide $250 contributions to the Trump Accounts of approximately 25 million eligible children born between 2016 and 2024. Eligibility for the contribution was based on ZIP code median family income, with eligible children living on military bases also included.

Wondering if your child received the $250 contribution? You can use Invest America’s ZIP code eligibility tool to check whether your area was included. The site notes that parents should access their child’s account to confirm whether the contribution was received.

➡️ Check your ZIP code for the Dell $250 contribution: https://investamerica.org/check-dell-250-eligibility/
➡️ Read more from TIME about automatic enrollment: https://time.com/article/2026/10/08/trump-accounts-automatic-enrollment-children-investment/

This account may not be right for every family, but at Schneider Downs Wealth Management Advisors, we believe understanding new savings and investment opportunities is an important part of planning for your family’s financial future.

Social Security benefits are getting a boost in 2027!The Social Security cost-of-living adjustment (COLA) is designed to...
10/15/2026

Social Security benefits are getting a boost in 2027!

The Social Security cost-of-living adjustment (COLA) is designed to help benefits keep pace with inflation, and the newly announced 2027 adjustment represents the largest increase in five years, according to NAPA.

For retirees and others receiving Social Security, a COLA can mean more than a larger monthly benefit. It may also be a good opportunity to revisit your retirement income strategy, spending expectations and overall financial plan for the year ahead, as the increase in benefit may not outweigh the increase in expenses.

At Schneider Downs Wealth Management Advisors, we encourage individuals and families to look at Social Security as one piece of a broader retirement strategy.

Learn more about the 2027 COLA in NAPA’s article: https://tinyurl.com/2027SocialSecurityCOLAArticle

10/13/2026

Medicare Annual Enrollment is here! From October 15 through December 7, Medicare beneficiaries can review and make changes to their coverage for 2027. Any changes made during this enrollment period generally take effect on January 1, 2027. Medicare confirms that Open Enrollment runs annually from October 15 to December 7 and allows beneficiaries to change Medicare Advantage and Part D prescription drug coverage options.

At Schneider Downs Wealth Management Advisors, we encourage retirees and those approaching retirement to review their coverage each year. Plan costs, provider networks, prescription drug formularies, and benefits can change, and taking time to compare your options may help ensure your coverage continues to align with your healthcare needs and financial goals.

A few items to review before enrolling:

✔ Current prescription medications
✔ Preferred doctors and healthcare providers
✔ Expected medical needs for the coming year
✔ Premiums, deductibles, and out-of-pocket costs

Healthcare decisions are an important part of a comprehensive retirement plan. If you have questions about how healthcare expenses fit into your overall retirement strategy, our team is here to help.

☕ Coffee with Alissa: Closing the Series — Protecting the Future with Special Needs TrustsWe’re wrapping up our Coffee w...
09/14/2026

☕ Coffee with Alissa: Closing the Series — Protecting the Future with Special Needs Trusts

We’re wrapping up our Coffee with Alissa series on special needs planning with an essential topic: special needs trusts. These trusts can be one of the most effective ways to safeguard a loved one’s long‑term financial security while preserving eligibility for critical benefits.

In this final video, we explore how special needs trusts work, the protections they offer, and the key decisions families need to consider when building a thoughtful, future‑focused plan. Whether you’re just beginning this journey or refining an existing strategy, understanding these trusts is a foundational step toward ensuring stability, dignity, and quality of life for the years ahead.

Thank you for joining us throughout this series. Our hope is that each conversation has equipped you with clarity, confidence, and practical guidance as you navigate the complexities of special needs planning.

Click to watch my interview with Jillian Zacks: https://youtu.be/fWe3GP3ZBNM

Happy Labor Day from Schneider Downs Wealth Management Advisors! This Labor Day, we recognize and celebrate the dedicati...
09/07/2026

Happy Labor Day from Schneider Downs Wealth Management Advisors!

This Labor Day, we recognize and celebrate the dedication, hard work, and contributions of individuals across all industries who help drive our economy forward.

It’s also a meaningful reminder of the value of planning for the future—so your years of hard work can support the life you envision ahead.

At Schneider Downs Wealth Management Advisors, we’re proud to partner with you in building long-term financial security and helping turn your efforts today into lasting success tomorrow.

Wishing you a safe, relaxing, and well-deserved Labor Day.

Welcoming Patrick Kovach to Schneider Downs Wealth Management Advisors!We’re excited to introduce the newest member of o...
08/17/2026

Welcoming Patrick Kovach to Schneider Downs Wealth Management Advisors!

We’re excited to introduce the newest member of our Schneider Downs Wealth Management Advisors team: Patrick Kovach, joined us in June as a Wealth Analyst.

Patrick brings a thoughtful, client‑centered philosophy to his work — guided by the belief that “the currency of life is time, not money.” His approach focuses on helping individuals and families align their financial resources with the people, purposes and experiences that matter most.

Patrick joined SDWMA in June 2026 after serving in a client‑facing and support role at another registered investment advisor. He has a particular interest in estate and tax planning, and enjoys helping clients navigate the complexities of long‑term planning with clarity and confidence.

He holds a B.S. in Business Administration from Pennsylvania Western University (California) and M.S. in Personal Financial Planning from Texas Tech University.

Based in our Pittsburgh office, Patrick grew up in Charleroi, Pennsylvania. Before beginning his career in wealth management, he spent summers working in Yellowstone and Grand Teton National Parks, experiences that deepened his appreciation for the outdoors.

Outside the office, Patrick enjoys brazilian jiu-jitsu, playing guitar, and spending time outdoors.

We’re thrilled to have Patrick on board and look forward to the expertise, curiosity and client‑focused care he brings to our team.

Take Your Child to Work Day 2026A quick look back at a fun and meaningful day at Schneider Downs Wealth Management Advis...
08/13/2026

Take Your Child to Work Day 2026

A quick look back at a fun and meaningful day at Schneider Downs Wealth Management Advisors. Our team welcomed the next generation into the office, giving them a hands‑on peek at what financial planning looks like and why it matters.

Kids jumped into activities, asked sharp questions, explored the workspace, and brought an energy that reminded us how important curiosity and learning really are.

A big thank‑you to Downs for making the day special with creative programming. It was a great reminder of the purpose behind our work — building futures worth getting excited about.

☕ Coffee with Alissa: Special Needs Planning, Part 2 — Understanding Pooled Trusts with Achieva Today’s episode of Coffe...
08/10/2026

☕ Coffee with Alissa: Special Needs Planning, Part 2 — Understanding Pooled Trusts with Achieva

Today’s episode of Coffee with Alissa dives deeper into the world of special needs planning — and this time, we’re focusing on one of the most powerful yet often misunderstood tools available to families: pooled trusts.

If you care for a loved one with a disability, you already know how important it is to protect their long‑term financial security while preserving eligibility for essential benefits. Pooled trusts can play a key role in that strategy for some people, and in this episode, we’re joined by Amy Dolan Strano from Achieva, one of the nation’s leading nonprofit organizations supporting individuals with disabilities and their families.

Watch now! https://youtu.be/T0M8v6p8Zso

2026 Team Event Highlights!A quick look back at an awesome day together — reflecting on the past year, aligning on what’...
08/06/2026

2026 Team Event Highlights!

A quick look back at an awesome day together — reflecting on the past year, aligning on what’s ahead, and celebrating the momentum we’re carrying into fiscal year 2026/2027. We wrapped it all up with some friendly bocce competition at The Bocce House of Pittsburgh, where great throws, close games, and plenty of laughs made the afternoon unforgettable.

Here’s to another year of growing, planning, and winning together.

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1 PPG Place
Pittsburgh, PA
15222

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Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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