Diversified Digest: November 6th

November 6th, 2017  | by R. Samuel Fraundorf

Each week the investment team at Diversified Trust compiles a list of interesting articles which are of interest from an investment perspective.  Click on the links to access the full articles and sources. The news of the week was the Grand Old Party releasing the details of its new tax plan, a 429-page bill.  While…

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What Does It Mean To Be A Fiduciary?

November 2nd, 2017  | by James Ramsey & William Spitz

As a trust company, our daily lives revolve around serving as a fiduciary for our clients, so all of our associates are well versed in the duties and responsibilities.  But we are aware that many of our clients also serve in fiduciary roles.  Even if not serving as a fiduciary in a legal sense, it can…

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Diversified Digest: October 31st

October 31st, 2017  | by R. Samuel Fraundorf

Each week the investment team at Diversified Trust compiles a list of interesting articles which are of interest from an investment perspective.  Click on the links to access the full articles and sources. Wall Street is very interested in a technology that it believes will rewrite the game.  No, it is not Bitcoin but rather…

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Social Security – Timing is Everything

October 31st, 2017  | by Kim Garcia

While Social Security is not the primary source of retirement income for most Americans, it can serve as an inflation-protected annuity during retirement years. As such, it is important to understand the rules surrounding eligibility and the timing of initiation of benefits.  Prior to the passage of the Bipartisan Budget Act of 2015, married couples…

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Richard Thaler Awarded Nobel Prize in Economics

October 9th, 2017  | by Betsy Wills

We are so pleased with this morning’s  announcement that Richard H. Thaler has been awarded the Nobel Prize in economics.  His work has centered around the incorporation of the human element in economic models.  He wrestles with questions such as “Why don’t people save enough for retirement?” and also co-authored with Cass R. Sunstein the global bestseller “NUDGE” available on Amazon.com. Our own Bill Spitz…

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