DiMeo Schneider and Associates
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MARCH 2021
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Investors Often Call the Event… But Botch the Outcome
By: Bob DiMeo, Chief Executive Officer
Clients are repeatedly asking: “How can the stock market be doing so well with..." 
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Next-Evolution Design for Market Rate Cash Balance Plans
By: Brian Carlson, CFA, Partner, Senior Consultant
Brian Samuels, CFA, Senior Consultant 
For more than 10 years, investors attained double-digit gains by investing in the stock market. As a result, 401(k) balances and other investment pools achieved...
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Financial Wellness in the Age of Coronavirus
By: Greg Adams, Consultant, ChFC®
Financial wellness is an overall sense of stability and control over an individual’s personal financial situation. Financial wellness helps people feel safe and secure...
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February 2021 Market Recap
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Nonprofit Investment Stewards Podcast

This report is intended for the exclusive use of clients or prospective clients of DiMeo Schneider & Associates, L.L.C. The information contained herein is intended for the recipient, is confidential and may not be disseminated or distributed to any other person without the prior approval of DiMeo Schneider. 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 future expectations and actual returns, volatilities and correlations will differ from forecasts. This report 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 and there is a possibility of a loss.
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