We spend a lot of time talking to our clients about diversification, downside protection, and the long-term value of reducing short-term volatility. Those concepts are important to us, part of our DNA as a firm and as investment professionals. But why? In simple terms, if...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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Talking to your children about money at an early age can give them the confidence and knowledge required to live a financially responsible life. A report by researchers at the University of Cambridge revealed that kids’ money habits are formed by the age...
Developing an education funding plan early in a child’s life is critical as tuition inflation has typically fallen in the range of 5% – 8% per year. This high rate of tuition inflation may make paying for education more difficult if an effective...
Private equity is an illiquid, long-term asset class which should outperform public market benchmarks by approximately 300 basis points over time. There are a number of structural factors which enable outperformance of the asset class. Below we have outlined the basic tenets that contribute to outperformance, and...
“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...
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...