All too often, well-designed estate plans fail to meet their objectives due to poor execution of those plans by the people or institutions charged with this responsibility. So what issues should be considered? What Are The Options? While the specific activities of an...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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If you’re like most people, when you hear the words “long-term care insurance,” the first thing that comes to mind is “I’ll never need that.” The fact is, long-term care (LTC) insurance could be one of the most valuable pieces of your financial...
In 2018, we published Longevity: Trends and Challenges which could be described as the classic “good news bad news” story. The good news was that life expectancy in the U. S. had risen from 47.3 to 78.9 years over the period 1900 to...
Several years ago, I wrote a white paper (Considerations on Income Inequality) that included income and wealth data through 2017, in both cases portraying an ever-widening spread between the top 5% and the rest of the population. The income spread is powerfully captured...
The pandemic has provided us with a powerful reminder that unpredictable human behavior makes it very difficult to forecast the economy. You may recall that during the economic contraction associated with the lockdown, there were a variety of forecasts as to the trajectory...
“On A Clear Day You Can See Forever” – Alan Lerner, 1965 Over the years, I have heard innumerable people say they did not want to make any investment decisions until the economic and financial outlook was clear and more certain. However, the...