In 2018, we published a paper called Longevity: Trends and Challenges that discussed the long term increase in life expectancy in the U.S. but cautioned that it had plateaued in recent years and actually declined in 2015 and 2016. This week, the Journal...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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I would forgive the reader of this for not knowing what Modern Monetary Theory (“MMT”) is or even why I would be writing about it. Theories about economies and how they do or should work are much more complex than the basic macroeconomics...
Diversified Trust has created a list of our favorite books for families as they engage in discussions surrounding stewardship of their financial assets. Healthy dialogue and communication are essential to managing and sustaining wealth. A few of our favorites include: Raising Financially Fit...
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...
Cybersecurity is one of the most important issues facing consumers and businesses alike. Below are eight steps you can take to help protect yourself. Protect Your Devices with Passwords – You wouldn’t leave sensitive documents laying out for curious eyes. Likewise, you need to put...
Clients often explore options for private aviation as an alternative to traditional airline travel. Private aviation provides more privacy and an unmatched level of convenience to travelers. There are various private aviation programs to consider, from card programs that provide hours of service,...