THE ADVISOR
Updates for the Private Investor
December 2019
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How Badly Will a Recession Impact Your Portfolio?
By: Bob DiMeo, Managing Partner
As we head toward the end of what has been a strong year, I imagine you could feel a bit anxious about how the next recession will affect your investments. Global growth has waned for some time and now many U.S. economic metrics are mixed. Kick in negative interest rates along with widespread geopolitical uncertainty and it becomes perfectly logical for investors to anticipate a recession. But, is it logical to conclude that a recession will ravage your investment portfolio? History suggests...
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Solving the Social Security Puzzle
By: Nicholas Breit, CFA, CFP®
Financial Planning Practice Leader, Senior Consultant, The Wealth Office™
When to start receiving Social Security retirement benefits is an important decision, especially when you consider retirement could span 20 years or more. Most individuals, however, are not maximizing their retirement benefits, as they are opting to...
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Keeping it in the Family: A Primer for Family Investing
By: Michael Emerson, CFP®, Consultant, The Wealth Office™
Educating the next generation to be responsible and prudent stewards of wealth is a situation families routinely find themselves in. While this can be a big undertaking, it is important to remember successful investors started with.... 
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We congratulate the following Associates on their firm anniversaries:

Jon Fellows, CFA, Partner, Senior Consultant, The Wealth Office™ - 16 years
Joe Syron, PPC, Senior Consultant - 11 years 
Anthony Novara, CFA, Research Director - Global Hedge Fund Strategies and Capital Markets - 8 years 
Bill Parker, CIMA®, Associate Director of Wealth Consulting, Senior Consultant, The Wealth Office​™​ - 8 years
Joel Hainsfurther, CFA, Research Analyst - Global Public Markets - 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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