PLAN SPONSOR NEWS
April 2019
ABOUT US
SERVICES
RESEARCH
CONTACT US
Happy Birthday Bull Market…
And what does this mean for your portfolio?
By: Bob DiMeo, Managing Director
We recently celebrated the 10 year anniversary of the S&P 500 ascending from its low in March 2009 and many investors were hardly aware of the historic event. But timing is good to consider what, if anything, you should do right now to protect your portfolio. As always it’s best to begin your evaluation with...
Read More
Investment Consulting with Residential and Senior Living
By: Ryan Murphy, Senior Consultant
Chief financial officers (CFOs) may face quarterly pressures in their debt coverage ratios but their endowed assets can assist. We found a well-designed investment policy statement (IPS) outlining the roles of investment managers, consultants and custodians is key. Diversified, liquid and low-cost endowed investments should be...
Read More
Employee Student Loan Burden - 4 Ways to Help
By: Mary Jo Larson and Jennifer Watkins
Waner Norcorss + Judd LLP
We have a student debt crisis in the United States. Total student loan debt has quintupled since 2004, bringing the total to over $1.3 trillion. It is second only to mortgage debt. As a result, many workers are...
Read More
March 2019 Market Commentary
Read More
We congratulate the following Associates on their firm anniversaries:

Jim Modelski, CIMA®, Partner, Senior Consultant - 21 years
Linsey Tokar, Office Operations Manager - 15 years
Jenna Antonelli, Marketing Associate - 4 years
Brad Johnson, Senior Performance Analyst, Team Lead - 4 years
Megan Keithley, Client Associate Manager - 4 years
Priscilla Tang, Staff Accountant - 4 years
Ryan Walter, Consultant - 4 years
Christine Jordan, Consultant, The Wealth Office™ - 1 year
Arielle Schwartz, Client Service Associate, The Wealth Office™ - 1 year
Travis Freitag, CFA, Performance Analyst - 1 year
Guadalupe Gomez, CRPC®, 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.
Schedule an Appointment
Or Call 800.392.9998
Learn More About Us
Or View our Research
Chicago | Austin | Washington, DC | Boston
800.392.9998 | 312.853.1000
www.dimeoschneider.com
Manage your preferences | Opt out using TrueRemove™
Got this as a forward? Sign up to receive our future emails.
View this email online.
500 W. Madison Street Suite 1700
Chicago, IL | 60661 US
This email was sent to .
To continue receiving our emails, add us to your address book.
Subscribe to our email list.