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THE STEWARD
Nonprofit Newsletter 
August 2016
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*Firm Associates participated in the 35th Annual J.P. Morgan Corporate Challenge. 
The Danger of Extrapolation: Don't Let "Silly" Torpedo Your Portfolio
By: Bob DiMeo, Managing Director 
As humans we often disproportionately rely on recent occurrences to shape our thoughts regarding future events. But when we as investors use short-term results to forecast, we do so...
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Last Call: Money Market Funds
By: Jessica Ludwig, Associate Director of Institutional Consulting, Senior Consultant
Two years have quickly passed since the Securities and Exchange Commission (“SEC”) first issued new regulations in July 2014 revising previous money market rules under the Investment Company Act of...
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Keys to Successful Philanthropy in 2016
By: Jacqueline Rondini, CFP®, Senior Research Analyst
U.S. individuals, estates, foundations and corporations supported various causes in 2015 with charitable donations hitting a record $373 billion according to Giving USA 2016: The Annual Report on Philanthropy for...
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Second Quarter 2016 Market Commentary
Domestic equity indices finished the quarter higher, while international markets ended mixed. The UK’s exit from the European Union dominated headlines throughout the last part of the quarter. Strong equity markets leading into the vote suggested the ‘remain’ faction would prevail, however...
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We congratulate the following Associates on their firm anniversaries:
Matt Porter, CIMA®, Principal, Director of Research Analytics - 18 years
Kiaina Phillips, Service Associate - 3 years
Matt Hudon, Service Associate, The Wealth Office™ - 2 years
Ryan O'Connor, Performance Analyst - 1 year
Michael Sustarsic, Research Associate - 1 year
Jackie Wilhelm, CFA, Consultant - 1 year
Save the date
8th Annual Investor Conference - September 15, 2016
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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