Wealth Management Report - Living Your Dreams
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Asset Allocation for 2014

What asset class stood out in 2013 and where will the main focus be in 2014? Emmanuel Ferry, Banque PBS.
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Wealth Management Report - Living Your Dreams
The #1 UHNW Finance and Wealth Management Newswire
Curated by Enzo Calamo
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The New York private school where students graduate as millionaires – or get their money back

The New York private school where students graduate as millionaires – or get their money back | Wealth Management Report - Living Your Dreams | Scoop.it
Founders School, which is backed by the billionaire Bill Ackman, is set to welcome its first students in the autumn.
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Are You Prepared for the Next Financial Crisis? | Mark Skousen on Permanent Inflation and Fed Policy

Are You Prepared for the Next Financial Crisis? | Mark Skousen on Permanent Inflation and Fed Policy | Wealth Management Report - Living Your Dreams | Scoop.it
Economist Mark Skousen explains why “permanent inflation,” aggressive Fed intervention and recurring boom-bust cycles could trigger another financial crisis – and how a diversified portfolio can help you prepare.
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June 24, 2:56 PM
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Dave Ramsey Surveyed 10,167 Wealthy Americans. This Career Produced the Most Millionaires.

Dave Ramsey Surveyed 10,167 Wealthy Americans. This Career Produced the Most Millionaires. | Wealth Management Report - Living Your Dreams | Scoop.it
Engineers top millionaire surveys because 1/3 never earned six figures—consistent behavior and a 15% savings rate compounded over 40 years builds wealth, not the job title itself.
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Millionaire who married daughter’s ex-boyfriend charged with 15 more sexual offences

Millionaire who married daughter’s ex-boyfriend charged with 15 more sexual offences | Wealth Management Report - Living Your Dreams | Scoop.it
Barrie Drewitt-Barlow has been charged with a further 15 sexual offences. Live Breaking A millionaire who married his daughter's ex-boyfriend has been charged with a further 15 sexual offences. Barrie Drewitt-Barlow, 57, and husband Scott, 32, stand accused of targeting and grooming young males in the United Kingdom between 2013 to 2026. The couple, who bought non-league football club Maldon & Tiptree FC in 2025, appeared at Chelmsford Crown Court on Monday, as eighteen more charges were brought
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5 Habits That TFSA Millionaires Have in Common

5 Habits That TFSA Millionaires Have in Common | Wealth Management Report - Living Your Dreams | Scoop.it
You can achieve seven-figure wealth by adapting the five common habits of TFSA millionaires.
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June 24, 2:49 PM
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The Lesser-Known Habits That Most TFSA Millionaires Share

The Lesser-Known Habits That Most TFSA Millionaires Share | Wealth Management Report - Living Your Dreams | Scoop.it
These defensive Canadian stocks could support patient TFSA compounding.
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June 23, 2:45 PM
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B.C. communities shut out of top 15 most affordable cities in Canada: report

B.C. communities shut out of top 15 most affordable cities in Canada: report | Wealth Management Report - Living Your Dreams | Scoop.it
It probably comes as no surprise that cities in British Columbia have been shut out of a new list ranking housing affordability in Canada.
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June 22, 8:51 PM
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The S&P 500 Trap Most People Over 40 Never See Coming (The 4-8-12 Rule)

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The Bear Market Data That Completely Changed My View on Retirement

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Why Broke Old Money Families Still Act Like They Are Wealthy and Elite

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It's IMPOSSIBLE to Stay in Scarcity: David's 5 Psalms Declarations

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Surprising Things Millionaires REFUSE to Spend Money On!

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Why Almost Nobody Lives in Uruguay (And Why Retirees Love It)

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The No. 1 question ultra-high net worth families should ask a financial advisor

The No. 1 question ultra-high net worth families should ask a financial advisor | Wealth Management Report - Living Your Dreams | Scoop.it
The financial needs of the uber-rich are often complex. Here's how an ultra-high net worth family can gauge a prospective financial advisor.
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Dave Ramsey says most millionaires just copied the guy in the next cubicle — not debating the perfect portfolio

Dave Ramsey says most millionaires just copied the guy in the next cubicle — not debating the perfect portfolio | Wealth Management Report - Living Your Dreams | Scoop.it
The personal finance personality shared his thoughts on what he sees as one of the biggest mistakes would-be investors make.
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June 22, 12:39 PM
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‘Life changing’: Aussie becomes instant Lotto millionaire

‘Life changing’: Aussie becomes instant Lotto millionaire | Wealth Management Report - Living Your Dreams | Scoop.it
One lucky Aussie has begun their week with an extra $1 million dollars in their pocket, thanks to Monday evening’s Millionaire Medley draw.
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June 22, 12:38 PM
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Multi-millionaires on the move! Tax hikes and uncertainty mean Britain is far less appealing

Multi-millionaires on the move! Tax hikes and uncertainty mean Britain is far less appealing | Wealth Management Report - Living Your Dreams | Scoop.it
The migration consultancy Henley & Partners said tax reforms, fiscal uncertainty and policy changes were prompting wealthy families in Britain to 'reassess their options'.
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June 22, 12:38 PM
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Young Aussie's plan to become a millionaire by 30 as Gen Z rethinks path to wealth: 'Essential'

Young Aussie's plan to become a millionaire by 30 as Gen Z rethinks path to wealth: 'Essential' | Wealth Management Report - Living Your Dreams | Scoop.it
Michelle has been steadily building her wealth and says she's 'on track' to become a millionaire by 30.
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June 22, 12:36 PM
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Meet Cursor, SF’s newest millionaire-minting AI company

Meet Cursor, SF’s newest millionaire-minting AI company | Wealth Management Report - Living Your Dreams | Scoop.it
A young North Beach-based AI startup and its hundreds of employees are in the spotlight after a $60 billion SpaceX acquisition.
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June 22, 12:36 PM
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Which European countries are attracting millionaires — and which are losing them?

Which European countries are attracting millionaires — and which are losing them? | Wealth Management Report - Living Your Dreams | Scoop.it
Wealthy people are increasingly choosing to live in Italy, Greece and Switzerland, while the UK, Germany and France are finding it harder to retain them, according to a new report.
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66-Year-Old Millionaire From Washington Discovers One Wrong Choice Would Cut His Social Security Income In Half

66-Year-Old Millionaire From Washington Discovers One Wrong Choice Would Cut His Social Security Income In Half | Wealth Management Report - Living Your Dreams | Scoop.it
Delaying Social Security to 70 instead of 62 delivers a guaranteed 8% annual increase per year in benefits, creating a roughly doubled monthly check ($2,480 vs. $1,400) that.
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June 22, 12:35 PM
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A fisherman and nurse built $6M in wealth. Their boring strategy can work for Canadians too

A fisherman and nurse built $6M in wealth. Their boring strategy can work for Canadians too | Wealth Management Report - Living Your Dreams | Scoop.it
Ordinary jobs, extraordinary wealth. Here's how quiet millionaires build seven figures over time
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June 22, 12:02 PM
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Opinion | Is your investment portfolio too conservative? Here’s when it makes sense to play it safe with stocks and when it doesn’t

Opinion | Is your investment portfolio too conservative? Here’s when it makes sense to play it safe with stocks and when it doesn’t | Wealth Management Report - Living Your Dreams | Scoop.it
Stocks are soaring amidst global uncertainty. Why cutting back may not be the best move despite so many clear threats.
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June 22, 12:01 PM
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There are three phases of retirement: 'Go Go, Go Slow and No Go’

There are three phases of retirement: 'Go Go, Go Slow and No Go’ | Wealth Management Report - Living Your Dreams | Scoop.it
Martin Pelletier: If your financial plan is not gradually converting capital into freedom, then something is off, really off
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A Practical Guide to Credit and Loans

A Practical Guide to Credit and Loans | Wealth Management Report - Living Your Dreams | Scoop.it
If you need cash, you need to choose the type of loan that best fits your situation. We break down your borrowing options and how to use them effectively.
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Curated by Enzo Calamo
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.