Thousands of investment books purport to lead you through the intricacies of the markets to financial success. It doesn’t have to be that complicated. In fact, I believe that achieving reasonable investment goals is a function of a couple of “Dos” and a...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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Real estate technology platform Cadre recently conducted an analysis of the cost of renting versus purchasing a home over time as depicted in the following chart. The cost of home ownership includes the monthly mortgage payment for the median home as well as...
Yale law professor, Amy Chua, is best known for her book Battle Hymn of the Tiger Mother in which she discusses her decision to raise her daughters the “Chinese” way which involves very strict rules and high expectations. However, she also wrote a...
Housing affordability is at its lowest level in four decades due to a combination of higher mortgage rates and a surge in home prices. According to the Federal Reserve, the average mortgage interest rate has risen from 2.66% in December of 2020 to...
Real estate firm Jones Lang LaSalle recently reported that the amount of office space in the U.S. may decline this year for the first time in history! As depicted below, only 5 million square feet of new office construction commenced this year whereas...
The following graph powerfully demonstrates the amazing growth and increasing dominance of private equity. Note that the number of publicly listed companies has decreased slightly over the past twenty years to around 4,000 while private equity-backed firms now number roughly 10,000. Managing roughly...