Diversified Digest: October 31st

October 31st, 2017  | by R. Samuel Fraundorf

Each week the investment team at Diversified Trust compiles a list of interesting articles which are of interest from an investment perspective.  Click on the links to access the full articles and sources. Wall Street is very interested in a technology that it believes will rewrite the game.  No, it is not Bitcoin but rather…

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Social Security – Timing is Everything

October 31st, 2017  | by Kim Garcia

While Social Security is not the primary source of retirement income for most Americans, it can serve as an inflation-protected annuity during retirement years. As such, it is important to understand the rules surrounding eligibility and the timing of initiation of benefits.  Prior to the passage of the Bipartisan Budget Act of 2015, married couples…

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Richard Thaler Awarded Nobel Prize in Economics

October 9th, 2017  | by Betsy Wills

We are so pleased with this morning’s  announcement that Richard H. Thaler has been awarded the Nobel Prize in economics.  His work has centered around the incorporation of the human element in economic models.  He wrestles with questions such as “Why don’t people save enough for retirement?” and also co-authored with Cass R. Sunstein the global bestseller “NUDGE” available on Amazon.com. Our own Bill Spitz…

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Diversified Digest: October 9

October 9th, 2017  | by R. Samuel Fraundorf

Diversified Trust’s investment team brings you headlines of note for the week. Click on the links to access the articles we found of interest We continue to be entertained by the arguments both for and against passive investing (read “ETF”).  Talk of the world coming to end at the hands of passive investors seems a…

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Diversified Digest: September 29

September 29th, 2017  | by R. Samuel Fraundorf

Diversified Trust’s investment team brings you headlines of note for the week.  Click on the links to access the articles we found of interest. The Trump administration released a more detailed summary of its tax reform plan, which will begin to dominate the discussion and debate inside the Beltway well into 2018.   At only nine…

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