Subscribe to our email list
PLAN SPONSOR
MAY 2016
ABOUT US
SERVICES
RESEARCH
CONTACT US
https://vimeo.com/153414924
Corrections, Crashes and Christmases
By: Bob DiMeo, Managing Director
https://vimeo.com/153414924
ESG Investing in DC Plans
By: Bryce McNaul, CFA, Institutional Consultant
The Department of Labor (DOL) issued guidance in October 2015 that Labor Secretary, Thomas Perez, said “will significantly expand the use of environmental, social and governance (ESG) investing principles under the...
Read More
Final Fiduciary Rule Has Finally Arrived
By: Lisa Zimmer, Partner, Warner Norcross & Judd LLP
The Department of Labor (DOL) on April 6, 2016, issued the highly anticipated final fiduciary rule. While the essence of the final rule remains the same as the rule proposed last year, it has been tweaked to address, or eliminate, some of...
Read More
First Quarter 2016 Market Commentary
Domestic equity indices finished the quarter mixed following a period of heightened volatility to start the year. International markets also faced dispersion as developed nations struggled with higher debt burdens and lower growth. Emerging markets benefited from a lower U.S. dollar and dovish stance by...
Read More
We congratulate the following Associates on their firm anniversaries:
Jim Modelski, CFS, Principal, Director of Communication & Education - 18 years
Aimee O'Connor, Consultant, The Wealth Office™ - 9 years 
Jenna Bedard, Marketing Associates - 1 year
Brad Johnson, Performance Analyst - 1 year
Megan Keithley, Service Associate, The Wealth Office™ - 1 year
Priscilla Tang, Staff Accountant - 1 year
Ricardo Vieira, Consultant, The Wealth Office™ - 1 year
Ryan Walter, Consultant - 1 year
Save the date
8th Annual Investor Conference - September 15, 2016
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.
Schedule an Appointment
Or Call 800.392.9998
Learn More About Us
Or View our Research
500 West Madison Street, Suite 1700
Chicago, IL 60661-4593
Phone 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.