Diversified Digest: May 15

May 15th, 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.  Smart Beta, or factor investing, has continued to both gather more assets and increase in its number of strategies.  As you can imagine, not all of them actually outpace the overall stock market, when you…

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Social Security – Timing is Everything

May 10th, 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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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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