Diversified Digest: May 8

May 8th, 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.  With the French election this weekend, we found this piece attempting to reconcile France’s populist divide relevant to the U.S. and our experiences between the coastal population and the rest of the country. Consumer confidence…

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Diversified Digest: May 1

May 1st, 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.  Trump’s tax “plan”, which is really more of an opening bid than a fully formed plan, has a material problem if it hopes to be permanent as the GOP leadership on the Hill has hoped. …

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“Laws With Unintended Consequences? Tax Reform and Nonprofits”

April 28th, 2017  | by Michael Fisher

There is much to consider with regard to tax policy and the Trump administration’s proposed reforms.  Nonprofit organizations are mindful of unintended consequences that may impact individual charitable giving and thus their viability and future.  We offer this article by Tim Delaney, the President and CEO of the National Council of Nonprofits as evidence.  We…

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FIVE THINGS INVESTORS SHOULD KNOW ABOUT THE NEW “FIDUCIARY RULE”

April 27th, 2017  | by James Ramsey

Mark Twain once said: “I am more concerned about the return OF my money than the return ON my money.” With deference to Mr. Twain’s view, here are five things for investors to consider about the U.S. Department of Labor’s new Fiduciary Rule and the “return ON your money.” 1) INVESTORS MAY BE SURPRISED TO…

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Diversified Digest: April 24

April 24th, 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.  Automation replacing the labor force and Universal Basic Income, once fringe topics of discussion are coming to the forefront as being intertwined in the future. While reading about the collapse of the US middle class…

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