Seven Books for Summertime!

May 30th, 2017  | by Mark Bell

                    Summertime is here!  Time for our annual summer reading menagerie.  We hope there is something you will enjoy! Same Beach Next Year, Dorothea Benton Frank. Light, but not that light. Laced with the humidity and pacing of low country Carolina, this story of a modern day Adam and Eve who…

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Diversified Digest: May 30

May 30th, 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.  The rapid changes we are experiencing in technology continue to be a key area of concerns and questions.  There is no doubt the world will be very different over the next 10 years, as Bill…

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So, You Want to Be a Banker?

May 25th, 2017  | by Michael Fisher

A Primer on Loans Between Friends and Family Members The Federal Reserve Board Survey of Consumer Finances estimates that loan transactions between friends and relatives amount to $89 billion per year in the United States. These loans play an important role in our economy and in the lives of the participants as the funds involved…

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Diversified Digest: May 22

May 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.  Let’s talk Federal Reserve actions.  The Fed has been signaling its intent to begin to reduce its balance sheet by letting go of some of its bonds.  This action is considered to be a tightening,…

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New Report Highlights Potential Impact of Federal Tax Reform on Charitable Giving

May 19th, 2017  | by Michael Fisher

This is a follow up to our April 28th post regarding how the tax proposals of the Trump administration might impact charitable giving.  A new report issued by Independent Sector and the Indiana University Lilly Family School of Philanthropy provides valuable insight.  The report found that a combination of several tax reform proposals – including…

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