Deep Dive - Asset Growth Expectations Part II

How We Forecast Returns for Smarter Financial Planning

If you are a tech professional planning for long-term growth, your strategy deserves more than guesswork.

At Schneider Wealth Management, we use data from top firms like Vanguard and JP Morgan—then apply disciplined analysis to build realistic return assumptions that drive confident decisions.

In this video, I share how we create planning models designed for complexity, clarity, and long-term success.