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

Research

Private Markets Updates: Growth and New Highs

Key Observations • Q2 2021 registered the second-highest quarterly Private Equity deal activity in a decade. • Overall exit value for Private Equity deals in H1 2021 exceeded the value …

    Private Markets
Webcast: DOL Cybersecurity Guidance for ERISA Plans

The world of cybersecurity is constantly evolving and changing. Join our speakers as they delve into the recently published DOL guidelines: • Jim Jensen, Partner and Senior Consultant, Fiducient Advisors …

Summer Rain Feeds the Equity Market

Key Observations • Equity markets largely shrugged off headline risks through the month and posted positive returns. The S&P 500 Index has returned over 20 percent year-to-date. • The Federal …

    Investment Manager Research | Market Commentary
August 2021 Market Recap

    Market Commentary
Seeking Clarity on Tax Reform – The Wait Continues…

This past April, the Biden administration announced the $1.8 trillion American Families Plan, which would expand access to education, affordable childcare and various tax credits. The plan (as proposed) would …

    Financial Planning
‘Normalcy’ Moves Markets Higher, but Concerns Rise

Key Observations • Many broad market indexes posted positive returns for the month of July with some U.S. indexes hitting all-time highs. • However, recent trends favoring the ‘vaccine trade’ …

    Investment Manager Research | Market Commentary
July 2021 Market Recap

    Market Commentary
Webcast: Who Said U.S. Stocks are Boring? U.S. Macro Update

The evolving world of SPACs, MEMEs, IPOs and FAANGs have shifted the dynamics for investors. Join the Fiducient Advisors U.S. Equity Research Team to hear how these dynamics have impacted …

    Equities
Webcast: Mid-Year Economic & Capital Markets Update

Fiducient Advisors’ Matt Rice, CFA, CAIASM and Brad Long, CFA provide a timely and insightful discussion on: The global economic expansion The recently elevated level of inflation Resiliency of risk assets

    Investment Manager Research | Market Commentary
2021 Mid-Year Outlook:
Economic recovery, updated vaccine and portfolio considerations

  Key Observations Financial market returns year-to-date coincide closely with the premise of an expanding global economic recovery. Economic momentum and a robust earnings backdrop have fostered uniformly positive global …

    Investment Manager Research | Market Commentary
June 2021 Market Recap

    Market Commentary
Fiducient Features: Inflation Q&A

Whether rising inflation proves to be transitory or more constant, elevated prices may have a meaningful impact on the economy and financial markets. Investors should remain mindful of inflation when …

    Investment Manager Research | Market Commentary
2021 Second Quarter Considerations

    Market Commentary | Quarterly Considerations
A Primer on In-Plan Retirement Income

Key Observations • Plan Sponsors and advisors historically assisted participants in the accumulation phase of retirement planning. More recently, greater attention is being placed on the decumulation phase. According to …

    Defined Contribution | 401(k) Plan
Webcast: The Biden Administration’s Tax Proposals

With negotiations just beginning over the Biden administration’s tax proposals, Fiducient Advisors’ Nicholas Breit is joined by Deborah Denno, CPA, Tax Partner at Federman, Lally & Remis to discuss: • …

    Financial Planning
Considerations for Bitcoin Investors

Key Observations Recent returns, greater accessibility and broader backing of Bitcoin have led to broader adoption by investors, custodians and developers. While recent returns, low correlations and significant network growth …

    Investment Manager Research | Market Commentary
Markets Navigate an Evolving Inflation Landscape

Key Observations • Global capital markets generally posted modest gains during May with value stocks outpacing their growth counterparts and international markets topping U.S. stocks. • Declining interest rates and …

    Investment Manager Research | Market Commentary