THE STEWARD
Nonprofit Newsletter
November 2017
ABOUT US
SERVICES
Nothing Can Stop This Market... Until Something Does!
By: Bob DiMeo, Managing Director
Is this not the most nerve-racking stock market rally you can remember? Despite countless reasons for concern – including political uncertainty at home, geopolitical risks abroad, high valuations and Fed rate hikes… just to get started – stocks continue rambling to new hights at a...
Read More
Tax Reform for Nonprofits
By: Jessica Ludwig, Associate Director of Institutional Consulting, Senior Consultant
The U.S. House of Representatives passed the long anticipated tax reform bill over two weeks ago on Thursday, November 16th. While the new taxation rates for both corporations and individuals have consumed the...
Read More
Where Have the Stocks Gone?
By: Eric Ramos, CFA, Institutional Consultant
Much has been made of the current bull market and record market highs. Since the market low of March 2009, the Dow Jones Total Stock Market Index has appreciated 317%. While those impressive gains have been...
Read More
October 2017 Market Commentary
Fixed income markets were mixed during the month with domestic securities generally outperforming international issues as the USD strengthened. Emerging markets debt was the worst performing fixed income asset class yet still remains the best performer year-to-date. Global bonds hedged in USD performed the...
Read More
We congratulate the following Associates on their firm anniversaries:

Joe Cortese, OCIO Practice Leader, Senior Consultant, The Wealth Office™ – 8 years
Altan Wuliji, CFP®, Consultant, The Wealth Office™ – 3 years
Brett Reichel, Performance Analyst – 2 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. 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.
Schedule an Appointment
Or Call 800.392.9998
Learn More About Us
Or View our Research
Chicago | Austin | Washington, DC
800.392.9998 | 312.853.1000
www.dimeoschneider.com
Subscribe to our email list.