7 Steps to Take Following the Equifax Data Breach

September 14th, 2017  | by Terry Stanford

At Diversified Trust we are committed to our clients’ security. We want to make sure you are aware of the Equifax data breach, understand how it may impact you, and know the 7 essential steps to take in order to protect your personal information. We appreciate Investment News for compiling the below content. You may have read that Equifax, one of the three…

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An “Aha Moment” Regarding Performance Measurement

July 19th, 2017  | by William Spitz

Performance measurement is an important component of investment management since individual investors have a personal stake in the achievement of their investment goals, and fiduciaries have a legal responsibility to assess the progress of the funds for which they are responsible. But, performance measurement is also fraught with peril.  Many investors focus intensely on the…

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ABLE Act Enhancements Being Considered

June 28th, 2017  | by Carter Davenport

The Achieving a Better Life Experience Act, better known as the ABLE Act, is potentially going to receive a face lift. The bill was passed in 2014 and allows family members and guardians to open up a tax-free savings account for children with disabilities under the age of 26 without losing any government benefits, i.e….

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June 21st, 2017  | by William Spitz

In the first quarter of 2017, I wrote a paper called 16 Risks The Stock Market Seems To Be Ignoring. The gist of it was that quantitative measures indicated that investors were not very concerned about risk although there seemed to be plenty of things to worry about.  Well, the situation has become even more…

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So, You Want to Be a Banker?

May 25th, 2017  | by Michael Fisher

A Primer on Loans Between Friends and Family Members The Federal Reserve Board Survey of Consumer Finances estimates that loan transactions between friends and relatives amount to $89 billion per year in the United States. These loans play an important role in our economy and in the lives of the participants as the funds involved…

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