Three Top Financial Challenges Facing the Nonprofit Sector By: Bob DiMeo, Managing Partner
With the economy in the midst of its longest expansion in history and stocks near all-time highs, you would think that financial officers and board members of nonprofit organizations would be feeling good right now. But when it comes to investments and overall fiscal management, I am hearing three recurring…
As we enter 2020, let’s reflect on an asset that’s seen exponential growth: Bitcoin. Since July 2010, the digital currency has posted gains of over 9,000,000 percent. However, Bitcoin is not alone...
For most of us, the report card was our introduction to the practice of benchmarking. However, it wouldn’t be the last. Now, as responsible stewards of organizational assets, we embrace the benefits of benchmarking as a useful financial monitoring tool...
We congratulate the following Associates on their firm anniversaries:
Brian White, Senior Consultant - 13 Years
Colleen Dumke, CFP®, Consultant, The Wealth Office™ - 2 Years
Gibson Gaite, Client Service Associate, The Wealth Office™ - 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. Past performance does not indicate future performance.
