“
Good outcomes depend less on finding the next great idea than on consistently applying sound principles.
— Scott C. Malpass
Chief Investment Officer Emeritus, University of Notre Dame

NEW BOOK
Principles That Endure
Timeless principles for making better investment decisions.
Investing Is Simple But Not Easy offers a practical framework for spending, diversification, and behavior—helping readers make steadier, more intentional decisions over time.
Spend with intention.
Diversify with discipline.
Behave with perspective.
Finance Foundations Higher Education Nonprofit Leadership
For decades, Bob has advised families, foundations, universities, and nonprofit institutions.
PRAISE
Endorsed by Leaders
“
Bob’s pithy prose and canny insights deliver on-point advice to investor groups navigating volatile times. Bob’s “simple,” research-backed wisdom reminds us that, above all, effective investing requires strategic clarity and steadfast resolve.
Sally Blount
CEO, Catholic Charities of the Archdiocese of Chicago Professor of Strategy, Kellogg School, Northwestern University
“
I've had the privilege of knowing Bob as both a trusted friend and adviser. Few people combine investment expertise, practical wisdom, and integrity as effectively as he does. Investing Is Simple But Not Easy distills decades of experience into lessons that will help investors make better decisions when it matters most.
Doug Hammond
Chairman & CEO, NFP
“
As a nonprofit CFO and mission-driven investor responsible for capital on behalf of others, I’ve lived the tensions this book describes. DiMeo understands what few investment authors do: that for institutions, risk isn’t just a number, it’s an obligation. Clear, candid, and long overdue, this book is required reading for every investment and finance committee.
Alecia R. Dillon
CPA, MBA Chief Financial Officer
Health Foundation of South Florida
“
Through my work as nonprofit leader and in wealth management, I've seen firsthand the responsibility that comes with stewarding capital in service of others. The challenges Bob outlines are real and mirror what families, nonprofits, and institutions face every day. This book provides a clear, disciplined framework for making better decisions and staying focused when it matters most.
Frank P. Marzano
CFP®, CPA Managing Director, Wealthspire Advisors Chairman,
Impact Through Golf Foundation
“
Being focused on stewarding wealth for my family’s future, I found Investing is Simple but Not Easy an invaluable guide. It cuts through market noise to deliver a grounded, behavioral blueprint for long-term success and reminds us that protecting a legacy isn’t about chasing the next hot trend, but about having the discipline and structural guardrails to stick to a plan when it matters most.
James F. Heinz, Jr.
Family Patriarch
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