I recently had occasion to review the thirty blog posts and white papers that I have written over the past couple of years. This exercise afforded me an unusual moment of clarity in which I was able to connect a number of dots....
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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The Global Computer Chip Shortage While there have been a large number of stories regarding the impact of the global shortage of computer chips, the pain level is likely to increase as we approach the holiday season with its increased demand for consumer...
My most recent blog post, The Roar Continues, focused on the eye-popping sales of luxury goods as well as record auctions of various types of collectibles. While not as glamorous, basic trends in consumer spending are actually quite interesting. The Bureau of Economic...
I wrote a white paper in May titled The Roaring Twenties that focused on speculation on the part of investors and hyperactive purchase of luxury goods, particularly by consumers in upper income brackets. On the consumer side, that paper cited the boom in...
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...
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...