THE ADVISOR
Updates for the Private Investor
February 2019
ABOUT US
SERVICES
Getting it Wrong Time and Time Again...Until You're Right
By: Bob DiMeo, Managing Director
I recently read a Wall Street Journal article reminding me that it’s been eight years since research analyst, Meredith Whitney, once heralded for making the call of a lifetime in correctly predicting that bad mortgage loans would devastate big banks, was now on “60 Minutes” portending that... 
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Fyre Festival, Bitcoin and Investing - What's FOMO Got To Do With It?
By: Altan Wuliji, MS, CFP®, Senior Consultant, The Wealth Office™
One of 2019’s most talked about documentaries on Netflix and Hulu is the Fyre Festival. Fyre Festival’s premise featured celebrities and concert-goers mingling on Great Exuma, a private island in The Bahamas, all while lodging in fancy bungalows and exclusive yachts. However, attendees slept in...

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How Investors Can Avoid an Overlooked Pitfall of Investment Management
By: David Thome, CFP®, Consultant, The Wealth Office™
In “The Next Chapter in the Active versus Passive Management Debate,” a white paper published in October 2015, DiMeo Schneider & Associates, L.L.C. evaluated the persistency of top quartile mutual funds in 17 categories during the...
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January 2019 Market Commentary

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We congratulate the following Associates on their firm anniversaries:

Brian White, Senior Consultant - 12 years
​​Jeff Barrow, CIMA®, Regional Director, Senior Consultant - 11 years
Colleen Dumke, Consultant, 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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