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THE ADVISOR
Important Updates for Private Investors
June 2016
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The Danger of Extrapolation: Don't Let "Silly" Torpedo Your Portfolio
By: Bob DiMeo, Managing Director 
As humans we often disproportionately rely on recent occurrences to shape our thoughts regarding future events. But when we as investors use short-term results to forecast, we do so...
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The Basics of Estate Planning
By: Joe Scime, CFA, CFP®, Senior Consultant, The Wealth Office™
The term “estate planning” covers a broad set of topics and can be both confusing and overwhelming to anyone who isn’t familiar with the concept. While there is a wide variety of...
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Education Savings 101 - Tips for Maximizing Your Marshmallows
By: Altan Wuliji, CFP®, Consultant, The Wealth Office™
Beginning in the late 1960s, Stanford University psychologists conducted a series of studies on delayed gratification in which children were offered a choice between immediately eating one marshmallow now or...
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May 2016 Market Commentary
Domestic equity indices finished the month higher, while international markets posted lower returns. Heightened volatility in currency markets was a headwind to performance for dollar sensitive asset classes including commodities, unhedged foreign bonds and...
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We congratulate the following Associates on their firm anniversaries:
Chad Tischer, CFP®, Principal, The Wealth Office™ - 13 years
Jessica Ludwig, Associate Director of Institutional Consulting, Senior Consultant - 10 years
Christa Stine, Executive Assistant - 4 years 
Matt Marwitz, Performance Analyst - 2 years
Galia Felemovicius, Senior Consultant, The Wealth Office™ - 1 year
Save the date
8th Annual Investor Conference - September 15, 2016
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. Any forecasts represent median expectations and actual returns, volatilities and correlations will differ from forecasts. Past performance does not indicate future performance.
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