THE ADVISOR
Updates for the Private Investor
October 2017
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Thoughtful Growth
By: Bob DiMeo, Managing Director
The city’s Indian summer has kept us all nicely busy, but I hope you have had an opportunity to relax and enjoy the continued good weather. In that spirit, I intentionally keep this column brief and simply share one timely point...
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Health Savings Accounts - A 401(k) for Medical Expenses
By: Joseph Scime,CFA, CFP®, Senior Consultant, The Wealth Office™ 
The United States spends more money on healthcare costs per capita than any country in the world by a meaningful margin, and those costs are expected to continue growing at rates twice as fast as current general inflation in...
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Tax Reform: Proposals, Challenges and the Road Ahead
By: Nicholas Breit, CFA, CFP®, Senior Consultant, Financial Planning Practice Leader
Long anticipated, President Trump and Republican leaders have more recently turned their attention to tax reform, which they view as critical to improving economic growth as well as the economic prospects for...
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September 2017 Market Commentary
Fixed income markets were mostly negative during the month with High Yield being the only asset class within bonds to finish higher as a yield advantage helped offset falling prices. Internationally, unhedged indices have outperformed hedged by a wide margin year-to-date due to a weakening dollar. Emerging markets debt continued to...
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We congratulate the following Associates on their firm anniversaries:

Jackie Rondini, CFP®, Senior Research Analyst – 20​ years
Susan Lerche, Controller – 18 years
Jim Jensen, CIMA®, Principal, Senior Consultant – 13 years
Brad Daniels, CFA, Manager of Performance Analytics – 5 years
Shreya Canakapalli, CFA, Consultant – 5 years
Ryan Schultz, CFA, Research Analyst – 3 years
Jonathan Joseph, Consultant – 1 year 
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.
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