THE ADVISOR
Updates for the Private Investor
February 2018
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Stocks Will Rise… and Fall
A clinical approach for what to do now
By: Bob DiMeo, Managing Director
Unlike two years ago when in January we saw the largest start-of-year decline in the history of the S&P 500, this year stocks soared out of the gate and it appeared good times would roll on. That changed abruptly and...
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Charitable Giving: Not a One Trick Pony
By: Michael Emerson, CFP®, Consultant, The Wealth Office™
The beginning of a new year presents an opportunity for investors to recalibrate and review their goals. Often among these is a renewed endeavor to give back in a charitable fashion. While it may seem counterintuitive, the appropriate...
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Bridging The Gap
By: David Thome, CFP®, Consultant, The Wealth Office™
In 1847, Charles Ellet Jr. stood at the edge of the Niagara River overlooking Whirlpool Rapids with a daunting task ahead of him. He’d been commissioned by a Canadian-American partnership, The Bridge Co., to construct a bridge near the...
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January 2018 Market Commentary
Domestic fixed income markets mostly fell as yields rose sharply in the month of January. High yield was the lone exception as credit spreads compressed. International bonds were higher during the month as rising yields were less of a headwind. They also benefitted from a weaker dollar. The 10-Year U.S. Treasury yield jumped...  
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We congratulate the following Associates on their firm anniversaries:

Brian White, Senior Consultant – 11​​ years
Jeff Barrow, CIMA®, Regional Director, Senior Consultant – 10 years
Jason Teitelbaum, Service Associate – ​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.
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