An “Aha Moment” Regarding Performance Measurement

July 19th, 2017  | by William Spitz

Performance measurement is an important component of investment management since individual investors have a personal stake in the achievement of their investment goals, and fiduciaries have a legal responsibility to assess the progress of the funds for which they are responsible. But, performance measurement is also fraught with peril.  Many investors focus intensely on the…

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Diversified Digest: July 12

July 12th, 2017  | by R. Samuel Fraundorf

For our mid-year posting we decided to go far afield in our suggested readings; while we continue to spend a great deal of our time gauging and understanding   macro and microeconomic and financial market actions and reactions, we also continue to think about how we can always force ourselves to look at things differently. Google…

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ABLE Act Enhancements Being Considered

June 28th, 2017  | by Carter Davenport

The Achieving a Better Life Experience Act, better known as the ABLE Act, is potentially going to receive a face lift. The bill was passed in 2014 and allows family members and guardians to open up a tax-free savings account for children with disabilities under the age of 26 without losing any government benefits, i.e….

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Diversified Digest: June 26

June 26th, 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 have talked about the fact that productivity has been lagging in this long-toothed recovery, impacting inflation and making the Federal Reserve’s job much harder.  Perhaps part of the reason is we are creating the…

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June 21st, 2017  | by William Spitz

In the first quarter of 2017, I wrote a paper called 16 Risks The Stock Market Seems To Be Ignoring. The gist of it was that quantitative measures indicated that investors were not very concerned about risk although there seemed to be plenty of things to worry about.  Well, the situation has become even more…

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