DiMeo Schneider and Associates
THE ADVISOR
Updates for the Private Investor
September 2020
ABOUT US
SERVICES
Is Your Portfolio as Vulnerable Now as it Was in 1999?
Probably not, but caution still warranted

By: Bob DiMeo, Chief Executive Officer
As an investor, your portfolio likely benefited meaningfully from the sharp rally stocks experienced since March. My bet is that now you stand distinctly in one of two camps...
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Three Tax-Planning Strategies to Consider Before Year-End
By: Nicholas Breit, CFA, CFP®, Principal, Director of Financial Planning
With the presidential and congressional elections less than two months away, many taxpayers are probably wondering whether a new administration and a new Congress might pass sweeping reforms to dramatically alter the current tax landscape. Taxpayers may have to wait until...
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CYBER-20: How to Be Aware in the Times of Cybercrime
By: Guadalupe Gómez, CRPC®, Consultant, The Wealth Office®
In a time when we are most concerned about our physical safety as it relates to the ongoing pandemic, there lies another hidden fear of safety lurking. Everyone notices the increasingly growing tech sector...
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True Legacy: What Does It Mean to Prepare Our Loved Ones for Our Departure?
By: Polina Rabinovich Crotty, CFP®, Consultant, The Wealth Office®
It has been more than six months since the coronavirus pandemic permeated almost every area of our lives. As we navigate through a myriad of emotions posed by the uncertainty of this virus and its impact, the time-honored phrase that “life is short” has become a difficult one to ignore...
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August 2020 Market Commentary

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DiMeo Schneider Blog
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Polina Rabinovich Crotty is Consultant of Fiduciary Investment Advisors, LLC which is a wholly owned subsidiary of DiMeo Schneider & Associates, L.L.C.  
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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