THE ADVISOR
Updates for the Private Investor
May 2019
ABOUT US
SERVICES
Is it Time to Sell in May and Go Away?
By: Bob DiMeo, Managing Director
We recently celebrated the 10-year anniversary of this bull market with the S&P 500 more than tripling from its low in March 2009 - and it looked like we’d be off to the races once again. But trade wars resurfaced, markets trembled and you might now be asking yourself what...
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Estate Planning Techniques:
An Introduction to Grantor Retained Annuity Trusts (GRATs)
By: Joseph Scime, CFA, CFP®, Senior Consultant, The Wealth Office™
The term “estate planning” can be overwhelming. It is a complicated topic, but first, let’s define it so that we can better understand the solutions. Estate planning exists to help mitigate the amount of tax paid upon an...
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A Financial Neutral adds Tremendous Value in Divorce Matters
By: Beth F. McCormack
Beermann LLP
The United States has witnessed a vast rise in business creation and ownership over the past several decades. This influx can be attributed to expansion of...
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Arpil 2019 Market Commentary

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We congratulate the following Associates on their firm anniversaries:

Bob DiMeo, Managing Partner - 24 years
Mike Benoit, CIMA®, CFP®, Managing Director, The Wealth Office™ - 24 years
Steve Dufault, CIMA®, Defined Contribution Practice Leader, Senior Consultant - 20 years
Pat Murphy, Director of First Impressions - 20 years
Brian Carlson, CFA, Partner, Senior Consultant - 13 years
Jason Smith, Manager of Information Technology - 7 years
Curt Lawhorn, CPA, Research Director - Global Private Markets - 5 years
Ryan Tracy, CFP®, Senior Consultant, The Wealth Office™ - 2 years
Kristina Orona, Director of Human Resources - 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.
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