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Plan Sponsor News
December 2015
Feature Article                                                                                        
Health Savings Accounts: A New Approach to
Healthcare Costs
By: Jacqueline Rondini, CFP®, Senior Research Analyst
The U.S. healthcare landscape has undergone numerous changes over the past decade. Examples include increasing life expectancies in the U.S. and
meaningful growth in the number of people with...Read on
Expert's Forum                                                                               
Custom Funds and Initial Lessons from Intel
By: Matthew Vivas, Consultant
Fiduciary liability is often cited as a primary concern of Plan Sponsors, and rightfully so. Investment Committees must walk the fine line between excessive risk and inadequate returns when...Read on
Monthly Market Commentary                                                            
November 2015 Market Commentary
U.S. equity markets were muted throughout November as investors remained wary of risk assets. Conversely, overseas markets experienced headwinds as mixed economic data, coupled with...Read on
From Our World To Yours                                                                
We Don’t Know What We Don’t Know
Safeguarding against Uber-like impact on your portfolio
By: Bob DiMeo, Managing Director
"We are proud to state we have never written off a single penny of principal in any taxi-related loan.” This quote from the CEO of a New York lender came only 18 months before bank regulators...Read on
DiMeo Schneider News                                                                            
We would like to congratulate the following Associates on their Firm anniversaries:

Todd Leedy, CFA, CAIASM, Director of Real Assets & Private Equity Manager Research - 13 years
Jon Fellows, CFA, Principal, The Wealth Office™ - 12 years
Anthony Novara, CFA, Senior Research Analyst - 4 years
Bill Parker, CIMA®, Consultant, The Wealth Office™ - 4 years
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