Wealth Management - Living Your Dreams
149.9K views | +8 today
Follow
Wealth Management - Living Your Dreams
The #1 UHNW Finance and Wealth Management Newswire
Curated by Enzo Calamo
Your new post is loading...
Your new post is loading...
Scooped by Enzo Calamo
Scoop.it!

Government targets certain investment funds that use forward contracts

The change takes aim at funds that seek to reduce taxes through dividend contracts
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

Liberals offer relief to RDSP holders who lose DTC eligibility

Proposals in the 2019 budget change the time limitations for closing plans
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

TFSA holders ultimately liable for any tax on day trading in an account

Issuers are only "joint and severally liable" to a point
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

Federal budget introduces annuities deferred to age 85

The plan will allow retirees to keep more savings tax-free until later in retirement
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

How Americans Make and Spend Their Money, by Income Group

How Americans Make and Spend Their Money, by Income Group | Wealth Management - Living Your Dreams | Scoop.it
These charts break down how Americans get their income, as well as where that money goes, based on different income groups.
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

Infographic: Unlocking the Power of Women in Investing

Infographic: Unlocking the Power of Women in Investing | Wealth Management - Living Your Dreams | Scoop.it
Women are better at saving money, but invest less of it - this infographic looks at the specific needs of women in investing, and how to better serve them.
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

HNIs may get to invest tax free in Startups

HNIs may get to invest tax free in Startups | Wealth Management - Living Your Dreams | Scoop.it
Currently, only the listed companies, with an annual turnover of Rs 250 cr and net worth of Rs 100 cr, get a tax exemption for investments over Rs 25 cr in startups.
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

Infographic: Where Investors Put Their Money in 2018

Infographic: Where Investors Put Their Money in 2018 | Wealth Management - Living Your Dreams | Scoop.it
This infographic breaks down investment flows into funds (mutual funds, ETFs, etc.) over the course of 2018 to show how and when investors changed strategies.
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

Cashless Stores like Amazon Go Face Growing Legislative Backlash

Cashless Stores like Amazon Go Face Growing Legislative Backlash | Wealth Management - Living Your Dreams | Scoop.it
New Jersey is one step closer to outlawing cashless shops and restaurants. Philadelphia is considering similar legislation.
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

High discount rates could leave pension funds with ‘insufficient assets to meet obligations’: C.D. Howe

High discount rates could leave pension funds with ‘insufficient assets to meet obligations’: C.D. Howe | Wealth Management - Living Your Dreams | Scoop.it
Low interest rates and an aging population are forcing pensions to invest in riskier assets to generate higher returns
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

Most of the 55-and-older crowd do little planning for end of life

Most of the 55-and-older crowd do little planning for end of life | Wealth Management - Living Your Dreams | Scoop.it
Nearly half of people in the 55-plus age group lack a last will and testament, and an even greater number doesn't have other key legal documents that go a long way toward making sure your wishes are carried out, according to a study.
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

Student Loan Debt Burdens Boomers as Well as Millennials

Student Loan Debt Burdens Boomers as Well as Millennials | Wealth Management - Living Your Dreams | Scoop.it
Baby boomers 60 or older were the fastest-growing category of student-loan debtors Guardian Life reports.
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

White House advisor Kudlow compares Democratic wealth tax to Venezuela

White House advisor Kudlow compares Democratic wealth tax to Venezuela | Wealth Management - Living Your Dreams | Scoop.it
Trump advisor Kudlow suggested Democratic plans to buoy taxes on the wealthiest Americans could cause troubles akin to those in Venezuela.
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

Liberals to impose $200K threshold for tax treatment of stock options

New rules target executives at large firms
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

Feds offer help to first-time homebuyers

Find out if your clients qualify for the new incentive
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

Feds crack down on commuted value IPPs

Budget measure aims to quash planning that seeks to use IPPs to circumvent prescribed transfer limits
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

Infographic: 40 Stock Market Terms That Every Beginner Should Know

Infographic: 40 Stock Market Terms That Every Beginner Should Know | Wealth Management - Living Your Dreams | Scoop.it
Getting a grasp on the market can be a daunting task for new investors, but this infographic is an easy first step to help in understanding stock market terms.
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

China Proposes Luxury Tax Increase to Rein in Millennial Debt

China Proposes Luxury Tax Increase to Rein in Millennial Debt | Wealth Management - Living Your Dreams | Scoop.it
China seeks to increase the luxury goods tax rate to curb Millennials' irrational spending on luxury brands and bring back a culture of frugality.
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

Visualizing the Search Patterns of Investors Over the Last 2 Years

Visualizing the Search Patterns of Investors Over the Last 2 Years | Wealth Management - Living Your Dreams | Scoop.it
What types of investments are investors searching for? Get a unique picture of it in this infographic, which visualizes search trends between 2017 and 2018.
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

The Biggest Retirement Risks? The Ones You Don’t Know About

The Biggest Retirement Risks? The Ones You Don’t Know About | Wealth Management - Living Your Dreams | Scoop.it
You know that health care, taxes and not saving enough for retirement can derail retirement. However, what about the risks you never saw coming?
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

A Crypto Exchange's Owner Died, And Now $190 Million Is Lost, Because Only He Knew The Password

A Crypto Exchange's Owner Died, And Now $190 Million Is Lost, Because Only He Knew The Password | Wealth Management - Living Your Dreams | Scoop.it
Users of a Canadian cryptocurrency exchange called QuadrigaCX are in an unusual spot following the unexpected death of 30-year-old founder Geral
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

Overdraft Protection: What Your Bank Doesn't Want You to Know

Overdraft Protection: What Your Bank Doesn't Want You to Know | Wealth Management - Living Your Dreams | Scoop.it
Banks charged U.S. customers a whopping $34B in overdraft protection fees in 2017. Here’s how they work, and why they hurt consumers more than they help.
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

Trudeau is right: 40% of Canadians don’t pay income taxes, which means someone else is picking up the bill

Trudeau is right: 40% of Canadians don’t pay income taxes, which means someone else is picking up the bill | Wealth Management - Living Your Dreams | Scoop.it
Ted Rechtshaffen: The top 20 per cent is likely paying 70 per cent or more of all income taxes
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

Are You More Like Warren Buffett Or Jimmy Buffett ? (As An Investor)

Are You More Like Warren Buffett Or Jimmy Buffett ? (As An Investor) | Wealth Management - Living Your Dreams | Scoop.it
Two of the most influential investors of our time actually share the same last name…Buffett. Warren and Jimmy are not related (as far as I know) and their fans are probably very different from each other. Yet they have both been wildly successful American entrepreneurial stories.
more...
No comment yet.
Scooped by Enzo Calamo
Scoop.it!

These 7 recession-proof cities can offer security in an economic slump

These 7 recession-proof cities can offer security in an economic slump | Wealth Management - Living Your Dreams | Scoop.it
Certain parts of the U.S. feel the bite of economic downturns less severely. Livability.com recently compiled a list of seven cities, where you might consider relocating to avoid the worst effects of the next recession, which some economists say may hit sooner rather than later.
more...
No comment yet.