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JANUARY 2017
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Are You a Naïve Investor?
By: Bob DiMeo, Managing Director
https://vimeo.com/199345148
Are Managed Accounts the Next Chapter for Target Date Funds?
By: Bradford L. Long, CFA, Research Director
Since passage of the Pension Protection Act in 2006, target date portfolios have overwhelmingly become the most utilized choice for the qualified default investment alternative (QDIA). According to the...
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The Fiduciary Rule’s Rollover Implications
By: Eric Ramos, Institutional Consultant
While uncertainty lingers with the new administration assuming office this Friday, January 20, 2017, the Department of Labor’s (DOL) new Fiduciary Rule is currently set to become effective on April 10, 2017 with full implementation required by...
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Fourth Quarter 2016 Market Commentary
Domestic equity indices finished higher for the quarter while international developed and emerging markets both declined. Fixed income indices ended the quarter mostly lower during the three months with the exception of U.S. high yield. Returns for the final quarter of the year were...
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We congratulate the following Associates on their firm anniversaries:
Doug Balsam, Principal, Director of Institutional Consulting - 19 years
Matt Rice, Principal, Chief Investment Officer - 16 years
Rich Thomas, Chief Financial Officer - 3 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. 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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