An “Aha Moment” Regarding Performance Measurement

July 19th, 2017  | by William Spitz

Performance measurement is an important component of investment management since individual investors have a personal stake in the achievement of their investment goals, and fiduciaries have a legal responsibility to assess the progress of the funds for which they are responsible. But, performance measurement is also fraught with peril.  Many investors focus intensely on the…

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Diversified Digest: July 12

July 12th, 2017  | by R. Samuel Fraundorf

For our mid-year posting we decided to go far afield in our suggested readings; while we continue to spend a great deal of our time gauging and understanding   macro and microeconomic and financial market actions and reactions, we also continue to think about how we can always force ourselves to look at things differently. Google…

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ABLE Act Enhancements Being Considered

June 28th, 2017  | by Carter Davenport

The Achieving a Better Life Experience Act, better known as the ABLE Act, is potentially going to receive a face lift. The bill was passed in 2014 and allows family members and guardians to open up a tax-free savings account for children with disabilities under the age of 26 without losing any government benefits, i.e….

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Diversified Digest: June 19

June 19th, 2017  | by Jason Lioon

Diversified Trust’s investment team brings you headlines of note for the week.  Click on the links to access the articles.  We have had eight full years of expansion following the financial crisis, so it’s only natural to start thinking about the next downturn.  However, economic expansions don’t die of old age – historically they have…

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Diversified Digest: June 12

June 12th, 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.  U.S. equities have certainly been on a run, and we have seen the S&P 500 being led by a number of major technology companies, including Apple, Alphabet and Amazon.  In fact, technology accounts for its…

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