Diversified Trust

16 Risks the Stock Market Seems to Be Ignoring

March 22nd, 2017  | by William Spitz

I have been humbled by the markets enough times over the years that I would never suggest that investors have “got it wrong.” But, I do think it is worthwhile to occasionally point out what seem to be anomalies in the capital markets and then try to determine what I (or they) may be missing. …

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11 Tips for Building and Preserving Generational Wealth

March 13th, 2017  | by Michael Fisher

The concept of next generation education can be an elusive one. We often relate this to the process of preparing younger generations for the responsibilities that accompany wealth.  While this may seem like a common endeavor, many families often fail to formally address this.  As a result, the common factor often becomes a pattern of…

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Mean Reversion or Paradigm Shift?

February 13th, 2017  | by William Spitz

Paradigm Shift-A time when the usual and accepted way of doing or thinking about something changes completely. Cambridge Dictionary “Investing is Simple, But Not Easy” Warren Buffett I agree that investing is not easy, and on most days, I don’t find it that simple either. What is so difficult about investing?  From my vantage point, the…

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Trust as IRA Beneficiaries – Are They Compatible?

December 21st, 2016  | by Kim Garcia

For working Americans, their IRA may be one of their largest assets. It is also one of the most complicated and tax sensitive assets to own for estate planning and wealth transfer purposes.  However, with careful planning and consideration of appropriate beneficiary designations, IRAs can be effectively protected for the next generation. The use of…

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It’s REALLY Complicated

November 16th, 2016  | by William Spitz

Several months ago, we published a paper called “It’s Complicated” that concluded with the following paragraph: Understanding and accepting the complex nature of politics and economics should help us both emotionally and financially. First, a key lesson is that one should not overreact to headlines because the ultimate implications of a given event are never…

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