Family farms, particularly in the Southeastern and Midwestern United States, are often maintained for generations. In many cases, these are one of or the dominant asset in the family. Family-owned farms and associated timberland are also a tradition for many private investors, which can...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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If something happened to you, would your loved ones know what you have, where it is and what your wishes are? When considering estate planning, most individuals are aware that they should prepare a Will to direct the disposition of their assets and...
Taxpayers who operate farms and ranches in the U.S. could realize significant benefits from changes to the tax laws as a result of the passage of the “Tax Cuts and Jobs Act” late last year. Below is a summary of some changes in...
Mark Twain once said, “I’ve lived through some terrible things in my life – some of which actually happened.” I suspect that, like me, Mark Twain was a bit of a worrier. The irony for most of us is that we often spend...
In 1976, John Bogle established the first passive index fund (what is now the Vanguard 500 Index Fund). Decades later, the concept of “passive investing” and the utilization of index funds is dominating headlines and gaining momentum amongst investors more than ever before. ...
The Theory of Everything This enjoyable movie chronicles the work of the late physicist Stephen Hawking in his quest for a unified theory of the universe. He was searching for a single theory that would at the same time explain the movement of...