THE ADVISOR
Updates for the Private Investor
August 2019
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Your Investment Portfolio: Five Reasons for Concern
By: Bob DiMeo, Managing Partner
It’s summertime, we’re in the midst of the longest economic expansion in U.S. history and stocks are within range of record highs. Some suggest that investors should be feeling pretty good right now. But you don’t and it might be difficult to...
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The U.S. Housing Market – A Decade After Disaster 
By: Ryan Tracy, CFP®, Senior Consultant, The Wealth Office™
For many Americans the largest asset on their balance sheet is often their primary residence. That said, many may wonder what is the state of the U.S. housing market a decade after the...
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How to Give Away a Pile of Dirt!
Optimizing Donations with Noncash Assets
By: Bryan Clontz, Founder & President, Charitable Solutions LLC
Assets other than cash are prime candidates for donations. The average donor has more wealth in illiquid, noncash assets than in cash and...
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July 2019 Market Commentary
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We congratulate the following Associates on their firm anniversaries:

Jenna Friedman, Marketing Manager - 14 years
Nick Breit, CFA, CFP®, Financial Planning Practice Leader & Senior Consultant​, The Wealth Office™ - 12 years
Brad Long, CFA, Partner, Research Director, Global Public Markets -  7 years
Joe Scime, CFA, CFP®, Senior Consultant, The Wealth Office™ - 7 years
Collin McGee, Research Associate, Global Public Markets - 4 years​
This report is intended for the exclusive use of clients or prospective clients of DiMeo Schneider & Associates, L.L.C. Content is privileged and confidential. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. The content of this distribution does not represent a specific investment recommendation. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance.
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