“Alice: Would you tell me, please, which way I ought to go from here? The Cheshire Cat: That depends a good deal on where you want to get to. Alice: I don’t much care where. The Cheshire Cat: Then it doesn’t much matter...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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Social Security benefits of an ex-spouse can be a very important source of income during retirement, especially for the dependent spouse that put their career on hold to focus on raising a family. The Bipartisan Budget Act of 2015 brought about some changes to the...
Estate plans, tax strategies, investment statements, and retirement plans may all look good individually, but quite often it is a challenge to understand how they fit together. We have found that many people with significant wealth really don’t understand the important relationship between...
Stop the madness! Making sense of credit card rewards programs Can you recall how many solicitations you have received from credit card companies lately? Is the number higher than seems possible? Does the last offer sound better than the one before? If you have answered yes,...
Warning-this paper is somewhat technical and may be tedious to non-financial types! But, the topic is very important because the key determinant of success for many investors is the return on the stock market inasmuch as equities represent the largest single component of...
The establishment of a formal Investment Policy Statement (“IPS”) is the most critical step for building a successful investment program. IPS guidelines capture the definition, purpose, and objectives for a single account or a consolidated pool of assets, and provide the investment roadmap for how...