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THE STEWARD
Nonprofit Newsletter
December 2016
ABOUT US
SERVICES
Growth is Not Optional: Part II
Opening Austin Office and More
By: Bob DiMeo, Managing Director
You may have seen our recent announcement that DiMeo Schneider is opening a second office later this year. These are exciting times at our firm and I’d like to share insight into the Austin initiative and also provide some perspective regarding your own portfolio...
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How is My Portfolio Doing...Compared to What?
By: Galia Felemovicius, Senior Consultant, The Wealth Office™
You may have heard the phrase, “You cannot spend relative performance.” Should an investment portfolio focus on achieving defined investment goals or beating a benchmark? Investment professionals and even investors might agree that it...
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Not-for-profits: Important Changes Ahead
By: Susan L. Davis, Partner, Assurance, RSM US LLP
On August 18, 2016, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2016-14, Not-for-Profit Entities (Topic 958): Presentation of Financial Statements of Not-for-Profit Entities, representing...
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November 2016 Market Commentary
Domestic equity indices finished sharply higher for the month while international developed and emerging markets declined. Both global and domestic fixed income indices experienced negative returns. Returns across asset classes were...
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We congratulate the following Associates on their firm anniversaries:
Jon Fellows, Principal, The Wealth Office™ - 13 years
Anthony Novara, Senior Research Analyst - 5 years
Bill Parker, Senior Consultant, The Wealth Office™ - 5 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. This paper does not represent a specific investment recommendation. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice.
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