Come home from the hospital, rock baby to sleep, open a 529 plan. With school tuition continuing to escalate each year, many families are taking advantage of the benefits of 529 plans. Not only do the plans allow contributions to grow tax-free, they...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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Retirement means different things to different people. For some it is a chance to relax, spend more time in leisurely pursuits, and enjoy the companionship of friends and family. For others it is an opportunity to start a business, engage in community service,...
Tennessee is experiencing record breaking tourism numbers, but it isn’t the only industry seeing an influx of people and money from out-of-state and around the world. As hot as tourism is, Tennessee is also becoming an equally sought after destination for retirement. With...
The proliferation of the internet and personal computing over the last 25 years led to the emergence of a third, more abstract class – the digital asset. Moving into the future as pioneers of the digital age, we must become more mindful about...
We spend a lot of time talking to our clients about diversification, downside protection, and the long-term value of reducing short-term volatility. Those concepts are important to us, part of our DNA as a firm and as investment professionals. But why? In simple terms, if...
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...