In the midst of World War II, a woman told Winston Churchill that the best thing he had done was to give people courage. He replied, “I never gave them courage. I was able to focus theirs.” During highly stressful times such as...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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In response to the Coronavirus, corporations, educational institutions, and governments have taken dramatic steps to control the trajectory of the contagion. It now seems unlikely that the virus can be contained so the objective is to spread out its impact over time in...
There is virtually universal agreement that our nation’s infrastructure is in poor condition resulting in lost economic opportunity as well as potential risk to life and limb. Yet, for a variety of structural, political, and economic reasons, we have been unable to deal...
The end of a decade seemed to us like an opportune time to review our fundamental investment beliefs. While the last two years have seen the market focused on U.S. growth stocks regardless of the price, we still believe that diversifying our exposures...
In August of 2019, we published a paper called Let’s Get Real that pointed out that long term economic growth is equal to the sum of population growth and increases in output per hour worked, otherwise known as productivity growth. Over the past...
In simple terms, a trust is a legal structure created by a grantor/settlor that vests legal title to assets in one party, i.e. the trustee, to manage the assets of the trust for the benefit of others, i.e. the beneficiaries. The grantor/settlor of the trust transfers property to the trustee either during...