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THE ADVISOR
Updates for Private Investors
October 2016
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Growth is Not Optional: Part II
Opening Austin Office and More
By: Bob DiMeo, Managing Director
You may have seen our recent announcement that DiMeo Schneider is opening a second office later this year. These are exciting times at our firm and I’d like to share insight into the Austin initiative and also provide some perspective regarding your own portfolio...
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Effective Charitable Planning: Donor-Advised Funds vs. Private Foundations
By: Nicholas Breit, CFA, CFP®, Senior Consultant, The Wealth Office™
Charitably inclined individuals have a number of giving strategies and vehicles to choose from to accomplish their philanthropic goals. Traditionally, individuals might have given cash or appreciated securities directly to...
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Selling Your Business? Consider an ESOP.
By: David G. O'Leary, Co-Chair ESOP Practice Group, Holland & Knight
Many successful business owners are, or soon will be, seeking a buyer for their business. Often the next generation does not want to continue the business and it is often difficult to find a...
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Third Quarter 2016 Market Commentary
Domestic and international equity indices finished the quarter higher. Global fixed income indices experienced gains as well, adding to what has already been strong year-to-date performance. Commodity and real estate sectors, which have also performed well year-to-date, saw a mixed quarter as focus continued to...
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We congratulate the following Associates on their firm anniversaries:
Jackie Rondini, CFP®, Senior Research Analyst - 19 years
Susan Lerche, Controller - 17 years
Jim Jensen, CIMA®, Principal, Senior Consultant - 12 years
Shreya Canakapalli, CFA, Consultant - 4 years
Brad Daniels, CFA, Manager of Performance Analytics - 4 years
Ryan Schultz, Research Associate - 2 years
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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Phone 800.392.9998 | 312.853.1000 | www.dimeoschneider.com
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