Talking to your children about money at an early age can give them the confidence and knowledge required to live a financially responsible life. A report by researchers at the University of Cambridge revealed that kids’ money habits are formed by the age...
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Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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Developing an education funding plan early in a child’s life is critical as tuition inflation has typically fallen in the range of 5% – 8% per year. This high rate of tuition inflation may make paying for education more difficult if an effective...
Private equity is an illiquid, long-term asset class which should outperform public market benchmarks by approximately 300 basis points over time. There are a number of structural factors which enable outperformance of the asset class. Below we have outlined the basic tenets that contribute to outperformance, and...
“Alice: Would you tell me, please, which way I ought to go from here? The Cheshire Cat: That depends a good deal on where you want to get to. Alice: I don’t much care where. The Cheshire Cat: Then it doesn’t much matter...
Social Security benefits of an ex-spouse can be a very important source of income during retirement, especially for the dependent spouse that put their career on hold to focus on raising a family. The Bipartisan Budget Act of 2015 brought about some changes to the...
Estate plans, tax strategies, investment statements, and retirement plans may all look good individually, but quite often it is a challenge to understand how they fit together. We have found that many people with significant wealth really don’t understand the important relationship between...