Financial Advisor IQ – October 30, 2014

This article, by David Schneider, talks about three under-utilized money saving strategies. He wrote this to show other advisors how to “offer clients strategies that can improve their finances even in a down market.” In it he discusses recovering unclaimed funds, a tax minimization strategy that is easy to implement, and minimizing 401(k) expenses.
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Money Magazine – October 28, 2014

David Schneider wrote this article for Money Magazine in order to emphasize the importance sticking to a disciplined investment strategy, and periodically rebalancing a portfolio, saying that “When the stock market is near record highs, it’s more important than ever to think about risk.”
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Financial Planning – July 14, 2014

In this FINANCIAL PLANNING article, David Schneider talks about the importance of being available to clients, stating that you need to quickly respond to client needs and be accessible “just as you would with a close friend or family member” adding that “I make it a priority to take my clients’ calls upon receiving them, and if I’m in a meeting or absolutely cannot take their call at that time, I set an internal deadline to return their call by the end of the day or first thing next morning,” since “Making people wait doesn’t make them feel good, and it might make them feel like they have to call someone else.”
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USA Today – June 17, 2014

David Schneider spoke with USA Today reporter Rodney Brooks about how to live through an unexpected financial challenge that strikes during retirement.

When disaster strikes David indicates “The first thing you need to do is some serious planning”, suggesting that you “Start by looking at your expenses, so you can figure out what the change means” adding “Is it a big event that necessities a radical change in strategy, or is it something that a small change in strategy might take care of?”

In an extreme scenario, when all someone has is Social Security he suggests “they have to consider even leaving the country and going where the cost of living is much lower. It may not be for some people. It is a radical solution. A less radical is solution is to move to a lower-cost part of the country.”
Read More: USA Today

NYSE – October 17, 2012

David Schneider was a featured speaker at the 2012 Financial Times Investment Management Summit at the NYSE. The topic was choosing the right asset classes and strategies for capital preservation and return generation. The presentation discussed investment options in a low interest rate environment, the debate over active vs. passive management and tactical vs. strategic asset allocation and the merits of a yield/dividend oriented investment approach vs. a total return oriented strategy.
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