Diversified Digest: October 9

October 9th, 2017  | by R. Samuel Fraundorf

Diversified Trust’s investment team brings you headlines of note for the week. Click on the links to access the articles we found of interest We continue to be entertained by the arguments both for and against passive investing (read “ETF”).  Talk of the world coming to end at the hands of passive investors seems a…

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Diversified Digest: September 29

September 29th, 2017  | by R. Samuel Fraundorf

Diversified Trust’s investment team brings you headlines of note for the week.  Click on the links to access the articles we found of interest. The Trump administration released a more detailed summary of its tax reform plan, which will begin to dominate the discussion and debate inside the Beltway well into 2018.   At only nine…

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Diversified Digest: Sept 22

September 22nd, 2017  | by R. Samuel Fraundorf

Diversified Trust’s investment team brings you headlines of note for the week.  Click on the links to access the articles we found of interest. What we do is hard; managing money in both calm and volatile markets requires not only a set of knowledge and experiences, it requires you to be able to connect dots…

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“Passive” Investing is NOT Passive

September 22nd, 2017  | by Andrew Berg

In 1976, John Bogle established the first passive index fund (what is now the Vanguard 500 Index Fund). Decades later, the concept of “passive investing” and the utilization of index funds is dominating headlines and gaining momentum amongst investors more than ever before.  Mutual funds, exchange traded funds (“ETFs”), and exchange traded notes (“ETNs”) that…

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Estate Planning for Family-Owned Farmland

September 21st, 2017  | by James Gilliland

Family farms, particularly in the Southeastern and Midwestern United States, are often maintained for generations. In many cases, these are one of or the dominant asset in the family. Family-owned farms and associated timberland are also a tradition for many private investors, which can be used for both commercial and recreational purposes. As the number of…

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