DiMeo Schneider & Associates, L.L.C. is now Fiducient Advisors

Service: OCIO Services

Essentials for Monitoring Your Organization’s Investment Portfolio Performance

Regular reviews of investment performance are a valuable exercise but only when done properly. In 1983, a group of elderly women met in a church basement in Beardstown, Illinois and …

    Asset Allocation | Investment Policy
Improve Endowment Investment Results With Strong Governance

One of the most important factors in ensuring the long-term success of a charitable organization is committing to a strong governance process. Particularly as it relates to investment results, all …

COVID-19 and Its Effects on Retirement Accounts

On January 20, 2020, the first case of COVID-19 was diagnosed in the United States. As the virus continued to spread, many states issued stay-at-home orders, employers instituted work-from-home policies and the decade-plus bull market quickly reversed course. This not only impacted personal savings but also $6.3 trillion in retirement plan assets...

    Defined Benefit | Defined Contribution
How to Update Your Endowment’s Spending Policy

According to a recent CAF America survey, 93 percent of charitable organizations project a decrease in funding over the next 12 months1. If inflows will likely decrease and returns are …

Five Tips to Help Financial Institutions Accelerate Growth Through Better Marketing

We will share five initiatives to help ensure you are communicating effectively and efficiently to your existing clients, prospective clients and centers-of-influence (COIs)...

CYBER-20: How to Be Aware in the Times of Cybercrime

In a time when we are most concerned about our physical safety as it relates to the ongoing pandemic, there lies another hidden fear of safety lurking. Everyone notices the increasingly growing tech sector...

    COVID-19
HSA
Health Savings Account – A Retirement Triple Threat

With the increase in high deductible health insurance plans, Health Savings Accounts (HSA) have seen a significant jump in utilization. An HSA provides a unique combination of tax benefits, withdrawal …

    Defined Benefit | Defined Contribution | 401(k) Plan | 403(b)
ESG Investing: Pandemic Edition

It’s no secret that COVID-19 altered the world as we know it, including the investment universe. In fact, over the last several months, the pandemic has shaped the way we work, the way we interact with each other, the way we spend money and the way we invest.

    SRI and ESG
Family Vacation Homes: How to Preserve the Memories without Disrupting the Peace

It’s the Fourth of July holiday, and all the kids and grandkids are gathered to celebrate at the family vacation home. Your children spend every July here most years. As you watch the next generation learn to swim and fish in these waters, so many memories come rushing back to you.

    Financial Planning
Diversify
Is Your Endowment Diversified for a Crisis? Best Practices for Investment Committees

You oversee an endowment or foundation for your nonprofit and my bet is that until around mid-March you were disappointed if you – acting as a good steward – constructed a prudently diversified portfolio.

    Asset Allocation