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THE ADVISOR

Updates for the Private Investor
May 2020

SERVICES

RESEARCH

Is Your Portfolio Diversified for the COVID Crisis?

A second chance for investors
By: Bob DiMeo, Chief Executive Officer

Until recently, you must have been disappointed if you did the right thing by building a thoughtfully diversified portfolio. While you were patient and prudent...

Three Ways to Improve Next-Generation Family Office Communication
By: Joe Scime, CFA, CFP^®, Senior Consultant, The Wealth Office™
The Irish playwright George Bernard Shaw once said, “The single biggest problem in communication is the illusion that it has taken place.” Many families struggle with...

Strategies for Minimizing State Estate Taxes

Here is how you can protect more of your estate from the government and use estate tax laws to your advantage

By: Colleen Dumke, CFP^®, Consultant, The Wealth Office™

In 1916, the U.S. government began taxing assets that remain upon death. Fortunately, over time, the government introduced exemption limits allowing...

Moving On…

Key Considerations for Individuals Considering a Change in Residence

By: Eileen Foley Allgrove, JD, MST, CFP^®, Senior Wealth Advisor

Warmer weather, lower costs of living and the ability to enjoy outdoor activities are all strong considerations making migration south attractive for many retirees...

April 2020 Market Commentary

We congratulate the following Associates on their firm anniversaries:

Bob DiMeo, Chief Executive Officer - 25 years

Mike Benoit, CIMA, CFP^®, Managing Director, The Wealth Office™& Co-Founder - 25 years

Brian Carlson, CFA, Partner, Senior Consultant - 14 years

Steve Dufault, CIMA^®, Defined Contribution Practice Leader, Senior Consultant - 21 years

Patricia Murphy, Director of First Impressions - 21 years

Jason Smith, Manager of Information Technology - 8 years

Ryan Tracy, CFP^®, Senior Consultant, The Wealth Office™ - 3 years

Kristina Orona, PHR, Director of Human Resources - 2 years

Eileen Foley Allgrove is a Senior Wealth Advisor 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. 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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