Bitcoin, Blockchain, and Bubbles

January 5th, 2018  | by S. Morrow Bailey

Bitcoin (BTC) is a decentralized application that enables trust-minimized payments to anyone, anywhere in the world. BTC transactions are recorded on a blockchain, a distributed ledger controlled by no single entity. A good way to think about BTC is as a computer program that, like any program, just abides by the rules its creator promulgates….

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What Does It Mean To Be A Fiduciary?

November 2nd, 2017  | by James Ramsey & William Spitz

As a trust company, our daily lives revolve around serving as a fiduciary for our clients, so all of our associates are well versed in the duties and responsibilities.  But we are aware that many of our clients also serve in fiduciary roles.  Even if not serving as a fiduciary in a legal sense, it can…

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Diversified Digest: October 9

October 9th, 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 we found of interest We continue to be entertained by the arguments both for and against passive investing (read “ETF”).  Talk of the world coming to end at the hands of passive investors seems a…

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“Passive” Investing is NOT Passive

September 22nd, 2017  | by Andrew Berg

In 1976, John Bogle established the first passive index fund (what is now the Vanguard 500 Index Fund). Decades later, the concept of “passive investing” and the utilization of index funds is dominating headlines and gaining momentum amongst investors more than ever before.  Mutual funds, exchange traded funds (“ETFs”), and exchange traded notes (“ETNs”) that…

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Should Marketplace Lending Be in Your Portfolio?

August 15th, 2017  | by Mark Bell

Marketplace lending has grown by nearly 150% on a compound annual basis for the last half decade. Strong growth and real longevity mean that most advisors have to consider the role that marketplace lending plays in their client’s portfolios. Let’s examine what marketplace lending is, the questions of its classification as an asset class, investment…

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