White Papers

White Papers on timely topics of interest are distributed to our clients and their advisors. If you would like to receive these publications, please send your contact details to us at info@diversifiedtrust.com

Outsourcing a Chief Investment Officer: Questions to Consider

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2nd Quarter Investment Update

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Deciphering the Alphabet Soup of Medicare

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The Holy Grail of Economics: Growth

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Long-term Care Insurance: Is It Part of Your Portfolio?

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First Quarter Investment Update

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16 Risks the Stock Market Seems to be Ignoring

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Mean Reversion or Paradigm Shift?

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Investment Outlook 2017

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Trusts as IRA Beneficiaries – Are They Compatible?

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It’s REALLY Complicated

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Top 10 Components of an Investment Policy Statement

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Future Stock Market Returns Implications for Retirement

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It’s Complicated

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The Outsourced Chief Investment Officer

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Choosing a Trustee: A Look at the Options

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Implications of Negative Interest Rates

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A Winner Take All World

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We Hold These Truths To Be Self Evident-Or Do We?

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We Are Only Human

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Alternative Investments 101

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2015 Investment Outlook

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Risk – The Most Difficult Topic in Investing

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Asset Allocation with Illiquid Investments

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Big Ideas in a Confusing World by Bill Spitz

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2014 Investment Outlook

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Optimal Investment Committees

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The Great Debate: Fixed Income and Portfolio Construction

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How Safe is the “Safe” Component in your Portfolio?

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Southeastern States Bond Programs (Muni Bond Research Paper)

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Weighing the Investment Outlook

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Gifting Strategies An Update

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The Rumors of the Death of Non-US Investing

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Adding Value to Our Municipal Bond Clients

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The Ten Biggest Mistakes in Investing

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Gifting Strategies in 2011 and 2012 – The Window of Opportunity is Closing

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A Civil Defense of Municipal Bond Investing

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Is it Time to Update Your Estate Plan?

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Do the Numbers Add Up?

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Managing Fixed Income Portfolios in an Uncertain Interest Rate Environment

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