“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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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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The Outsourced Chief Investment Officer

April 23rd, 2017  | by Mark Bell & Andrew Berg

Across the globe a once familiar figure is increasingly absent: the CIO. A look at some of the trends and considerations for outsourced chief investment officers. Budget pressures in a low return environment combined with increased investment complexity and regulatory/fiduciary risks, means that endowment boards and trustees across the globe are increasingly considering outsourcing their…

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Diversified Digest: April 17

April 17th, 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 French are complicated and so is their upcoming presidential election.  French bonds have been sending different signals as the popular polling continues. Things move in cycles, and the recent wave to indexes has been…

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11 Tips for Building and Preserving Generational Wealth

April 7th, 2017  | by Michael Fisher

The concept of next generation education can be an elusive one. We often relate this to the process of preparing younger generations for the responsibilities that accompany wealth.  While this may seem like a common endeavor, many families often fail to formally address this.  As a result, the common factor often becomes a pattern of…

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