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September 2016
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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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Defined Contribution Litigation: Helping or Hurting?
By: Shreya Canakapalli, CFA, Institutional Consultant
Another day, another lawsuit. With each passing day, Defined Contribution litigation is escalating with rapid fervor. While initially limited to 401(k) plans, that changed just a few weeks ago when a...
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Nonqualified Deferred Compensation Plan Ideas
By: Richard Wehmeier, J.D., Managing Director, NFP
Imagine if your company could offer its top employees a 401(k) plan that has no annual contribution limits; has no discrimination testing; allows them to take distributions at any time before retirement with no tax penalty for...
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August 2016 Market Commentary
Domestic and international equity indices generally finished the month higher. Global fixed income indices experienced mixed returns as markets were range bound throughout the month. Central banks remained in focus as leaders from around the globe met in...
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We congratulate the following Associates on their firm anniversaries:
Jeff Benoit, CIMA®, Director of Taft-Hartley Consulting - 16 years
Jenna Friedman, Marketing Manager - 11 years
Nick Breit, CFA, CFP®, Senior Consultant, The Wealth Office™ - 9 years
Joe Scime, CFA, CFP®, Senior Consultant, The Wealth Office™ - 4 years
Brad Long, CFA, Senior Research Analyst- 4 years
Laura Fry, Operations & Finance Associate - 3 years
Dan Brophy, Performance Analyst - 3 years
Mark Ryden, Service Associate, The Wealth Office™ - 2 years
Collin McGee, Performance Analyst - 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. 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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