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The Advisor
Updates for Private Investors
March 2015
*Firm Associates and families participated in the 2015 American Lung Association Fight For Air Stair Climb.
Feature Article                                                                                      
The Retirement Quandary
By: Joe Scime, CFA, CFP®, Senior Consultant, The Wealth Office™
With an average of 10,000 baby boomers turning 65 every day for the next 15 years, the natural question that follows is, "Can I afford to retire now?"...Read on
Expert's Forum                                                                                
The Axioms of Rational Decision-Making
By: Altan Wuliji, MS, CFP®, Consultant, The Wealth Office™
After reading The Power of Habit by Charles Duhigg, I couldn't help but extrapolate his principal concepts to the average investor experience...Read on
Monthly Market Commentary                                                         
February 2015 Market Commentary
U.S. and overseas equity markets advanced during February as lower energy prices continued to benefit the bottom lines of many companies. Additionally, several central banks increased economic stimulus programs to spur economic growth. For the month, the S&P 500 Index gained 5.7%, while the...Read on
From Our World To Yours                                                
Bear Markets Happen
By: Bob DiMeo, Managing Director
Now in the 7th year of this Bull Market which greatly benefited from historically low interest rates, investors might be asking themselves these four questions...Read on
DiMeo Schneider News                                                                                     

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