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Get Rich Slowly: A Look Back

July 31st, 2018  | by William Spitz

In 1992, I published an investment book called Get Rich Slowly that was designed primarily for individual investors. As you will see in a moment, the gist of the book should be very familiar to Diversified Trust clients and friends because the principles underlying its recommendations helped form the investment philosophy that our firm employs. …

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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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FIVE THINGS INVESTORS SHOULD KNOW ABOUT THE NEW “FIDUCIARY RULE”

April 27th, 2017  | by James Ramsey

Mark Twain once said: “I am more concerned about the return OF my money than the return ON my money.” With deference to Mr. Twain’s view, here are five things for investors to consider about the U.S. Department of Labor’s new Fiduciary Rule and the “return ON your money.” 1) INVESTORS MAY BE SURPRISED TO…

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Bond Market Liquidity Concerns and Considerations

February 29th, 2016  | by F. Kneeland Gammill

Dislocations in high-yield markets and the first interest rate increase in nearly a decade have bond “traders” on edge.  As we enter into this new environment, bond “investors” should be aware of the current market when considering investment horizons. The market environment Liquidity in the bond market has declined significantly since its peak in 2007…

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The Importance of Diversification

February 5th, 2016  | by William Spitz

Our most basic goal is to earn the return necessary to accomplish each client’s objectives with as little volatility as possible. While low volatility sounds a bit like Motherhood and Apple Pie, there are two primary reasons to seek it.  First, low volatility reduces the chances that a client will overreact to a difficult market…

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