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PLAN SPONSOR NEWS

NOVEMBER 2020

Is Your Portfolio as Vulnerable Now as it Was in 1999?
Probably not, but caution still warranted
By: Bob DiMeo, Chief Executive Officer

In your role as a retirement Plan Sponsor – or plan participant for that matter – it’s likely you benefited from the sharp rally stocks experienced since March. My bet is that now you stand distinctly in one of two camps...

COVID-19 and Its Effects on Retirement Accounts
By: Shreya Canakapalli, CFA, Senior Consultant
On January 20, 2020, the first case of COVID-19 was diagnosed in the United States. As the virus continued to spread, many states issued stay-at-home orders, employers instituted work-from-home policies and the decade-plus bull market quickly reversed course. This not only impacted personal savings but also $6.3 trillion in retirement plan assets...

Heading for Higher Ground:
Capital Preservation Options for Retirement Plans
By: Ryan Walter, Senior Consultant
As a young man working at a golf course, the local golf pro would always be the first golfer to retreat from the course before a rainstorm... Storms can often hit financial markets in much the same way, and when they do, investors often look to head to higher ground like that golf pro...

October 2020 Market Recap

Recent News and Upcoming Events

You're Invited: Distinguished Speaker Series with Libby Cantrill

Watch Now: Third Quarter Considerations Webcast

This report is intended for the exclusive use of clients or prospective clients of DiMeo Schneider & Associates, L.L.C. The information contained herein is intended for the recipient, is confidential and may not be disseminated or distributed to any other person without the prior approval of DiMeo Schneider. 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 future expectations and actual returns, volatilities and correlations will differ from forecasts. This report 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 and there is a possibility of a loss.

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