Wealth Management Report - Living Your Dreams
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Efficient Asset Allocation | Moody's Analytics

Efficient Asset Allocation | Moody's Analytics | Wealth Management Report - Living Your Dreams | Scoop.it
This article reviews the analysis of an asset optimization problem where risk is defined by the capital required under Solvency II principles, and where the portfolio performance is defined by the net asset value at time T=1.
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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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Save Hundreds Filing Your Own Taxes in Canada | Wealthsimple Tax

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Canadian Banks just CUT 46,000 Credit Lines: Here's what you should do

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Dangerously Honest Advice to Create Generational Wealth

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8 Things Rich People Don’t Keep in Their Homes

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Why Dumb People Make More Money Than You

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The Last Time This Happened, (Ordinary People Became Millionaires)

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7 Bible Verses on Wealth You Must Keep in Your Wallet for 7 Days (The Solomon Code)

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5 Words You Must Understand To Talk Money

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The "Prosperity" Algorithm: The Hidden Science Behind Bible Verses on Wealth and Prosperity

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5 Phrases That Quietly Scream "I'm Bad With Money"

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March 11, 9:58 AM
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It's Only March, but Millionaires Have Already Stopped Paying Into Social Security for the Year

It's Only March, but Millionaires Have Already Stopped Paying Into Social Security for the Year | Wealth Management Report - Living Your Dreams | Scoop.it
That's because the U.S. government only collects payroll taxes up to a "taxable maximum," which in 2026 is $184,500.
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March 11, 9:57 AM
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The Key Money Lessons Older Americans Would Tell Their Younger Selves

The Key Money Lessons Older Americans Would Tell Their Younger Selves | Wealth Management Report - Living Your Dreams | Scoop.it
If you could give a younger version of yourself one piece of financial advice, what would it be?
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March 11, 9:57 AM
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Why Creating a Worry-Free Spending Number Is Your New Retirement Priority

Why Creating a Worry-Free Spending Number Is Your New Retirement Priority | Wealth Management Report - Living Your Dreams | Scoop.it
I have to confess that one of my small pleasures in retirement is treating myself to lunch while I’m out running errands or doing my afternoon activities. No table service, just a coffee shop or a fast casual place. I always bring a book and settle at a table to spend an hour or so reading without being distracted by chores I should be doing at home. I usually spend $10 to $15—not a lot, but enough to make me feel a little guilty about not having a sandwich at home. But it turns out that there’s
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The 8% Annual Pay Raise: Why Delaying Social Security Remains Your Best 2026 Investment

The 8% Annual Pay Raise: Why Delaying Social Security Remains Your Best 2026 Investment | Wealth Management Report - Living Your Dreams | Scoop.it
Fears about the financial health of the system have sparked a surge in early filings, but that can be a costly move.
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The Pros and Cons of Maintaining Multiple Checking Accounts

The Pros and Cons of Maintaining Multiple Checking Accounts | Wealth Management Report - Living Your Dreams | Scoop.it
FOR many, a single checking account is sufficient to store cash for near-term expenses. But in some cases, opening multiple checking accounts can be a good way to organize your money. If you own a small business or are self-employed as, say, a freelancer or gig worker, you may want to have a business checking account, allowing you to separate your professional transactions from your personal ones. Those who are married may prefer to maintain their own checking account as well as a joint account
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35 Financial Experts Share Their Top Money Tips for 2026

35 Financial Experts Share Their Top Money Tips for 2026 | Wealth Management Report - Living Your Dreams | Scoop.it
Investing greats, renowned economists, top advisers and other experts share their favorite financial words of wisdom, both given and received.
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March 11, 9:54 AM
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De-Risk Your Investments: Key Moves to Help Concerned Investors Sleep at Night

De-Risk Your Investments: Key Moves to Help Concerned Investors Sleep at Night | Wealth Management Report - Living Your Dreams | Scoop.it
If you’re worried about the market or your personal circumstances, take these steps to help you sleep at night.
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Key Dates for Your Money in April 2026

Key Dates for Your Money in April 2026 | Wealth Management Report - Living Your Dreams | Scoop.it
A modest improvement in affordability and more houses on the market suggest better times ahead.
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March 11, 9:53 AM
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The 'Final Fifth': How to Optimize Your Wealth and Wellness After 80

The 'Final Fifth': How to Optimize Your Wealth and Wellness After 80 | Wealth Management Report - Living Your Dreams | Scoop.it
A modest improvement in affordability and more houses on the market suggest better times ahead.
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March 11, 9:53 AM
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The 2026 ABLE Act Expansion: Is Your Family Now Eligible for Tax-Free Savings?

The 2026 ABLE Act Expansion: Is Your Family Now Eligible for Tax-Free Savings? | Wealth Management Report - Living Your Dreams | Scoop.it
A modest improvement in affordability and more houses on the market suggest better times ahead.
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March 11, 9:24 AM
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Millennials are asking one question before having kids—it’s not about money

Millennials are asking one question before having kids—it’s not about money | Wealth Management Report - Living Your Dreams | Scoop.it
We’ve all seen the headlines about falling birth rates and the global trend to delay starting a family. Rather than getting married and having children early in their twenties, many couples are delaying parenthood until their thirties or even their forties.
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March 11, 9:22 AM
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Boomers at 80: Why the “great wealth transfer” may never come

Boomers at 80: Why the “great wealth transfer” may never come | Wealth Management Report - Living Your Dreams | Scoop.it
As America’s First Baby Boomers Begin Turning 80, a Generation That Rode Decades of Economic Good Fortune is Entering a New, More Uncertain Chapter—one That Will Shape Not Just Their Own Retirements, but the Future of Wealth, Housing and Opportunity for Everyone Who Follows.
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March 11, 9:19 AM
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Parents Are Going Broke From Their Kids’ Sushi Obsession

Parents Are Going Broke From Their Kids’ Sushi Obsession | Wealth Management Report - Living Your Dreams | Scoop.it
Raw fish has replaced pizza as a birthday party staple, prompting plenty of regret; ‘They are like savages.’
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March 11, 9:17 AM
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A retirees’ guide to filing your taxes in 2026

A retirees’ guide to filing your taxes in 2026 | Wealth Management Report - Living Your Dreams | Scoop.it
Don’t miss out on the several simple ways to reduce your tax burden
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March 11, 9:15 AM
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Two Canadian cities rank among best in the world to raise a family

Two Canadian cities rank among best in the world to raise a family | Wealth Management Report - Living Your Dreams | Scoop.it
Something to consider!
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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.