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...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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What is Cost Basis? In simplest terms, cost basis (or “tax cost” or “tax basis”) refers to the price you paid for an asset adjusted upward for reinvested dividends and capital gains and downward for return of capital and capital losses. What cost...
Bitcoin (BTC) is a decentralized application that enables trust-minimized payments to anyone, anywhere in the world. BTC transactions are recorded on a blockchain, a distributed ledger controlled by no single entity. A good way to think about BTC is as a computer program that,...
In 1992, I published an investment book called Get Rich Slowly that was designed primarily for individual investors. As you will see in a moment, the gist of the book should be very familiar to Diversified Trust clients and friends because the principles...
We pride ourselves on providing our clients with education on important investment and financial planning concepts and, despite the risk of overkill, we find that repetition is important because they are not always easy to grasp. Specifically, an understanding of these ideas will help...
We spend a lot of time here at Diversified Trust helping clients identify and plan for their financial goals. Certainly one of the most common is to have a healthy and prosperous retirement. Good financial advisors help their clients evaluate retirement readiness and...