A great source of personal growth is a challenge to long-held ideas-especially when it moves you out of your comfort zone. In a number of blog posts in recent years, I fretted over low birth rates which are likely to eventually result in...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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The most recent Federal Reserve survey (2022 data) shows household net worth finally recovering to pre-Global Financial Crisis levels after a severe decline and slow recovery. The next survey, which should be reported later this year, will hopefully mark substantial further progress. Several...
In recent weeks, two prestigious financial services organizations, Vanguard and TIAA, published articles decrying Americans’ lack of financial preparedness for retirement. Their conclusions are supported by research from other organizations such as The Schwartz Center for Economic Policy Analysis and the National Institute...
Unless you have been off the grid, you know that AI related, and more broadly, tech heavy companies have been dominating the stock market. They are also the subject of heavy media coverage and cocktail chatter, and friends in the brokerage industry relate...
“In the short term, the market is a voting machine, but in the long run, it is a weighing machine.” Benjamin Graham To make buy and sell decisions, investors continually weigh the price of a stock (or the overall market) versus the prospects...
Much of my focus in recent years has been on the psychology of money, and I have written extensively about the need to manage what I call “noise.” Noise consists of, among others, the posturing of politicians, the predictions of pundits, blaring media...