THE ADVISOR
Updates for the Private Investor
September 2018
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Our Top 3 Priorities...Plus One
By: Bob DiMeo, Managing Director
A prospective client recently posed a good question in their attempt to identify DiMeo Schneider’s Top Three Priorities and my response is worth sharing. I of course pointed out that... 
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Going to the Moon...or at least $1,000,000,000,000
By: Joseph Scime, CFA, CFP®, Senior Consultant, The Wealth Office™ and 
Ryan Tracy, CFP®, Consultant, The Wealth Office™
”You know what’s cooler than a billion dollars? A trillion dollars.” paraphrases Sean Parker, Justin Timberlake’s character in the movie, The Social Network. While the reference from the 2010 movie alluded to a then little known startup...
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Why More Business Owners Should Consider a Donor Advised Fund
By: Tim Bresnahan, Senior Director of Gift Planning, The Chicago Community Trust
Much of the wealth created and held in the United States is in the form of closely held business interests, including limited liability companies, limited partnerships, and private corporations. While many of the founders and owners of these businesses are...
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August 2018 Market Commentary
The spread between the 2-year and 10-year Treasury fell as low as 19 bps during the month, setting a new post-crisis low. Returns across domestic fixed income were relatively muted during the month. Rates fell, yet heavy supply weighed on IG spreads which moderately widened. Trade talks and currency volatility continued in...
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We congratulate the following Associates on their firm anniversaries:

Adam Newell, CFA, CFP®, Principal, Director of Consulting, The Wealth Office™ –
14 years
Brian Rooke, CAIASM, Senior Performance Analyst, Team Lead – 5 years
Louis Kleist, Research Director, Global Private Markets – 2 years
Sandra Sergiyenko, Service Associate, The Wealth Office™  – 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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