Diversified Digest: Sept 22

September 22nd, 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. What we do is hard; managing money in both calm and volatile markets requires not only a set of knowledge and experiences, it requires you to be able to connect dots…

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“Passive” Investing is NOT Passive

September 22nd, 2017  | by Andrew Berg

In 1976, John Bogle established the first passive index fund (what is now the Vanguard 500 Index Fund). Decades later, the concept of “passive investing” and the utilization of index funds is dominating headlines and gaining momentum amongst investors more than ever before.  Mutual funds, exchange traded funds (“ETFs”), and exchange traded notes (“ETNs”) that…

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Estate Planning for Family-Owned Farmland

September 21st, 2017  | by James Gilliland

Family farms, particularly in the Southeastern and Midwestern United States, are often maintained for generations. In many cases, these are one of or the dominant asset in the family. Family-owned farms and associated timberland are also a tradition for many private investors, which can be used for both commercial and recreational purposes. As the number of…

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Diversified Digest: September 18

September 18th, 2017  | by R. Samuel Fraundorf

The revelation of more than 148 million individuals having their personal information breached from Equifax has spurred a great deal of research into what all of this means in today’s electronic age.  Part of the problem is the power of a few digits.  Part of the problem is that most of us are not customers…

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7 Steps to Take Following the Equifax Data Breach

September 14th, 2017  | by Terry Stanford

At Diversified Trust we are committed to our clients’ security. We want to make sure you are aware of the Equifax data breach, understand how it may impact you, and know the 7 essential steps to take in order to protect your personal information. We appreciate Investment News for compiling the below content. You may have read that Equifax, one of the three…

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