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The Advisor
Updates for Private Investors
June 2015
Feature Article                                                                                      
The Role of the Family Foundation
By:William Parker, CIMA®, Consultant, The Wealth Office™
What do the last names Walton, Clinton, Bezos and Gates all have in common? Among other things, if you haven’t guessed already, they are all the titles of well-known family foundations. According to a study...Read on
Expert's Forum                                                                                
Want to Defer $407,550 of Estate Tax?
Critical Reasons to Update Your Estate Plan
By: Lindsey Paige Markus, Principal, Chuhak & Tecson, P.C.
The topic of “death and taxes” is not an uplifting discussion, but it is a reality for everyone.  Many individuals remark, “I will get an estate plan when I have an estate to plan!” The reality is...Read on
Monthly Market Commentary                                                         
May 2015 Market Commentary
U.S. equity markets posted broad gains throughout May while overseas indices were mostly negative. Macroeconomic events continued to dominate headlines as a stronger U.S. dollar had broad implications for...Read on
From Our World To Yours                                                
Banks Pay You to Borrow?!
By: Bob DiMeo, Managing Director
In a reality almost no one anticipated, some borrowers in Europe are actually receiving (not paying) interest on their mortgage loans. This and other peculiarities make for very interesting and challenging times for investors. Check out...Read on
DiMeo Schneider News                                                                                     
Save the date for our 7th Annual Investor Conference - September 30th, 2015
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