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The Advisor
Updates for Private Investors
October 2015
Feature Article                                                                                
Avoid These Common Retirement Mistakes 
By: Nicholas Breit, CFA, CFP®, Senior Consultant, The Wealth Office™
Saving for retirement and subsequently navigating through retirement can be a daunting task. While countless websites and books are devoted to retirement planning, the reality remains that...Read on
Expert's Forum                                                                                
"Are All Your Eggs in One Basket?"
By: Galia Felemovicius, Senior Consultant, The Wealth Office™
One of the issues in investing, like in life, is that you can have too much of a good thing. Excessive exposure to one particular public or private company commonly occurs among...Read on
Monthly Market Commentary                                                          
Third Quarter 2015 Market Commentary
Global equity indices experienced broad declines throughout the third quarter as heightened concerns surrounding global growth and strong geopolitical headwinds weighed heavily on returns. Risk-off trading heightened demand for...Read on
From Our World To Yours                                                           
Be Certain Your Eyes are Wide Open if You 
Ride a Harley
By: Bob DiMeo, Managing Director
Now six plus years into this rather spectacular bull market, it’s understandable how investors might become complacent or less
disciplined. But if this market has lulled you into behaving like a...Read on
DiMeo Schneider News                                                                                     
We would like to congratulate the following Associates on their Firm anniversaries:

Ryan Schultz, Research Associate - 1 year
Brad Daniels, Manager of Performance Analytics - 3 years
Shreya Canakapalli, Consultant - 3 years
Jim Jensen, Principal, Senior Consultant - 11 years
Susan Lerche, Controller - 16 years
Jackie Rondini, Senior Research Analyst - 18 years
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