In August of 2019, we published a paper called Let’s Get Real that pointed out that long term economic growth is equal to the sum of population growth and increases in output per hour worked, otherwise known as productivity growth. Over the past...
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Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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In simple terms, a trust is a legal structure created by a grantor/settlor that vests legal title to assets in one party, i.e. the trustee, to manage the assets of the trust for the benefit of others, i.e. the beneficiaries. The grantor/settlor of the trust transfers property to the trustee either during...
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...
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...
We are pleased to provide you with our Third Quarter Commentary on markets and the economy. This quarter, we decided to ask our investment analysts to give us their summaries of the issues most likely to make news and influence our decisions. I...
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...