“What a wonderful thought it is that some of the best days of our lives haven’t even happened yet.”
Anne Frank
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A Message from Nancy Skeans, CEO |
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To Our Dear Clients, Families, and Friends,
From all of us at SDWMA to all of you, Happy Holidays and Happy New Year! Thank you for your business, your kindness, your trust, and your support throughout 2021.
This time last year, I was sure that our country (and our world) was on the road to putting COVID-19 permanently behind us. I bet many of you did as well – the news regarding the emergency approval of effective vaccines had already been released, and before 2020 closed, vaccines were going into arms. We knew it would take months, but all we had to do was wait just a little longer. We are now on the verge of 2022, and while we are not as isolated or locked-down as we were in the early months of COVID, we are not yet free from the disease or from its relentless human cost.
If you are feeling a little gloomy about 2021 or just suffering from COVID burnout, take a few minutes to jot down the positives that did occur in 2021. Let me share with you some of the ones we have experienced at SDWMA.
- Our team is back in the office. YEAH! Hybrid working is here to stay and provides greater flexibility to our staff, but the team is in the office together several days each week.
- We are safely meeting you (our clients) in our offices, in your homes, or over a meal in a favorite restaurant.
- If we can’t meet in person, we have all mastered Zoom or Teams so we can meet in person (sort of) with the magic of technology.
- The economy has continued to recover, and that recovery can be seen in positive returns across your portfolios this year.
- Our business continues to grow. This growth is coming from increasing our new client base, increasing the assets we manage for our long-time clients, and increasing our staff.
- On July 1, 2021 we promoted two of our senior advisors to partner: Jason Staley (also was promoted to Chief Investment Officer) and David Brinkman.
- In October, our investment analyst and one time intern, Sean McCann passed level 1 of the Charted Financial Analyst exam.
- In November, we added two new advisors to the individual wealth management team – Senior Advisor, Gregg Daily, and Associate Advisor and Planner, Demetrius Kokales.
- In December, we launched a YouTube channel to help communicate financial updates and planning ideas. (Netflix, here we come?)
- And most importantly, throughout 2021, we continued to build our relationships with you and your families.
While the world may not have stopped COVID-19 in 2021, COVID-19 cannot stop humans from being human – we need to be together, and we need each other to grow stronger.
As the quote above points out, some of the best days of our lives haven’t even happened yet. Hold that wonderful thought close as you spend time with your families and loved ones this holiday season.
We hope that 2022 will be your best year yet!
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From Left: David Brinkman, Partner; Nancy Skeans, CEO; Derek Eichelberger, Managing Partner; Jason Staley, Partner & Chief Investment Officer
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We've been hard at work filming videos on everything from financial planning topics to market commentary to interviews with our team and others. There are many more videos in the works for 2022.
Check out our new video hub and don't forget to subscribe to our YouTube channel!
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We would love to hear about your holiday? |
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What are you most looking forward to this holiday season?
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Spending Time with Family
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White Christmas Mojito
By Jess Ellicott
Operations Specialist
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Ingredients
(3/4) C. Lime Juice
(1/4) C. Packed Mint Leaves
(1/2) C. Sugar
(1/2) C. White Rum
(1/2) C. Coconut Rum
(1) C. Canned Coconut Milk
Sparkling Water
Pomegranate Seeds
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Instructions
Muddle mint leaves in the sugar and lime juice.
(Optional) Use strainer to remove muddled mint leaves.
Add white rum, coconut rum, and canned coconut milk and stir vigorously,
Fill glasses halfway with ice and add rum mixture to about ¾ full – top with sparkling water.
Garnish with mint leaves & pomegranate seeds.
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Financial Planning Video Series |
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At SDWMA, we believe that a sound financial plan is the roadmap to financial success. Our team has put together a series of videos on some of the most common financial planning topics.
If you would like to discuss any of these topics in greater detail, reach out to your trusted SDWMA advisor. If you aren't working with an advisor, reply to this email and we will connect you with one.
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The Importance of a Financial Plan
Featuring:
Alissa Garcia & Dave Brinkman
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A Disciplined Investment Approach
Featuring:
Dave Brinkman & Jason Staley
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Cash Flow in Retirement
Featuring:
Nancy Skeans & Matt Biggs
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Is Your Estate in Order?
Featuring:
Alissa Garcia & Derek Eichelberger
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Introducing The Voyage Program |
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We recently introduced our newest service offering, the SDWMA Voyage Program, for individuals and families in the asset accumulation stage of life.
If you would like to know more about this program or would like to refer someone else, please reply to this email.
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Beware of the Lurking Ninja Tax
By Sean McCann
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As we approach the end of the year, investors begin to ponder their taxes ahead of next April’s personal filing deadline. For investors, a material portion of their tax liability can potentially come from capital gains.
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Matt Biggs
Investment Advisor
Matt has had an exciting year! Check out his video interview to find out why.
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We'd love to connect
with you!
Follow the links below to our LinkedIn page and website.
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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. |
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