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THE ADVISOR
Updates for the Private Investor
March 2017
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Are You a Naïve Investor?
By: Bob DiMeo, Managing Director
https://vimeo.com/199345148
Rising Rates, Proposed Tax Changes and the Case for Municipal Bonds
By: Aimee O'Connor, Senior Consultant, The Wealth Office™
Post-election interest rate volatility may have investors questioning why they hold bonds. The possibility of rising rates along with potential tax code changes has many taxable investors questioning, more specifically, if municipal bonds make sense in...
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Generous Grandparents
By: Lindsey Paige Markus, Principal, Chuhak & Tecson, P.C. 
My family has had the pleasure of welcoming the next generation. The joy they bring to the family is immeasurable. And my generous parents, like countless other clients say, “I want to see my children and grandchildren enjoy the fruits of our labors..."
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January 2017 Market Commentary
The 10-year Treasury yield was mostly unchanged during the month. TIPS outperformed Treasuries as inflation expectations edged up and small business sentiment strengthened. International fixed income and emerging markets debt were strong performers as...
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We congratulate the following Associates on their firm anniversaries:
Steve Spencer, CIMA®, Senior Consultant - 17 years
Eric Ramos, Consultant - 4 years
Tyler Nichols, Performance Analyst - 1 year
Michael Sloan, Performance Analyst - 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. Any forecasts represent median expectations and actual returns, volatilities and correlations will differ from forecasts. Past performance does not indicate future performance.
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