Wealth Management - Living Your Dreams
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Wealth Management - Living Your Dreams
The #1 UHNW Finance and Wealth Management Newswire
Curated by Enzo Calamo
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Hedgeye Demography World - America Is Registering Record Levels of Unhappiness

Hedgeye Demography World - America Is Registering Record Levels of Unhappiness | Wealth Management - Living Your Dreams | Scoop.it
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Many Canadians feel they won't financially recover from COVID-19 pandemic

Many Canadians feel they won't financially recover from COVID-19 pandemic | Wealth Management - Living Your Dreams | Scoop.it
Many Canadians are raising concerns about their financial state, and feel they will never financially recover from the COVID-19 pandemic.
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Americans are more worried about their sons than their daughters

Americans are more worried about their sons than their daughters | Wealth Management - Living Your Dreams | Scoop.it
Americans are in general more worried about the prospects for boys than for girls, and for their own sons more than their own daughters, according to new data from the American Family Survey.
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Pet Planning – What if something happens to you? –

For many clients, their pets are a key part of their life and they want to make sure that if something happens, their pets will be properly cared for in the short and longer term.
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When is it Critical to Review Your Estate Plan, And Why? –

When is it Critical to Review Your Estate Plan, And Why? – | Wealth Management - Living Your Dreams | Scoop.it
Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with us to review your estate plan at least once a year. Think of this as your estate plan’s annual physical exam, and remember—prevention is the best cure.
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Retirement Account Basics for 2020 –

Retirement Account Basics for 2020 – | Wealth Management - Living Your Dreams | Scoop.it
The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only a few short months ago.
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Teen spending hits record low during pandemic: Piper Sandler survey

Teen spending hits record low during pandemic: Piper Sandler survey | Wealth Management - Living Your Dreams | Scoop.it
Teen spending hit its lowest levels in two decades, according to a new survey, as teens spent less money on food, concerts and events during the coronavirus pandemic, and worry about the economy getting worse. 
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How climate change can impact investments | Campden FB

How climate change can impact investments | Campden FB | Wealth Management - Living Your Dreams | Scoop.it


As one of the defining challenges of this generation, climate change is not just an environmental concern, but also an economic one. Already, it’s changing how businesses operate, governments regulate, and individuals consume. It’s no surprise, then, that certain climate factors will ultimately influence which investments turn out to be successful—and which do not.


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Nearly half of all professional women make this money mistake — and it’s easy to fix

Nearly half of all professional women make this money mistake — and it’s easy to fix | Wealth Management - Living Your Dreams | Scoop.it
How to stop deferring to a partner on financial matters.
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Use Earnings as a Catalyst to Trade Stocks

Use Earnings as a Catalyst to Trade Stocks | Wealth Management - Living Your Dreams | Scoop.it
Earnings reports can be a powerful catalyst for trading stocks.
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New formula may reduce DB plan payouts

Pension plans will use a new method for calculating commuted values as of Dec. 1
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Trump's Tax Returns are a Teaching Moment

Trump's Tax Returns are a Teaching Moment | Wealth Management - Living Your Dreams | Scoop.it
The New York Times's look at President Donald Trump's tax returns presents an opportunity to educate clients as to the value of tax loss harvesting.
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How coronavirus will impact Gen Z's careers and finances

How coronavirus will impact Gen Z's careers and finances | Wealth Management - Living Your Dreams | Scoop.it
The coronavirus pandemic has created unique challenges for every generation, pushing Baby Boomers out of the labor force and forcing millennials to reckon with their second "once-in-a-lifetime" recession. For Gen Z, the impact of coronavirus on their finances and careers is mixed.
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Coronavirus Tanked the Economy. Then Credit Scores Went Up.

Coronavirus Tanked the Economy. Then Credit Scores Went Up. | Wealth Management - Living Your Dreams | Scoop.it
The average credit score hit a record in July after millions of Americans had lost their jobs, scrambling lenders’ underwriting models.
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Visualizing How the Pandemic is Impacting American Wallets

Visualizing How the Pandemic is Impacting American Wallets | Wealth Management - Living Your Dreams | Scoop.it
57% of U.S. consumers' incomes have taken a hit during the pandemic. How do such financial anxieties affect the ability to pay bills on time?
Alyshia Gibbons's curator insight, October 26, 5:26 PM
I found this post interesting because I view my finances as a major tool is creating the life I want. About half way through 2019 I made it a priority to learn more about money and make financial plans to reach my goals and go after a life I want. This article shares how money in today’s environment is changing in how people are managing their finances during a pandemic. I found it interesting to see that I fall into the smaller portion of people with an emergency savings of 1-3 months, while a majority of the people surveyed for this articles information have a much greater amount of month expenses saved up. I would’ve assumed less people had so much saved because of the people I am surrounded by in my everyday life do not seem to take their financials very seriously and criticize me for my focus on a balanced savings starting young. 
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Average holiday spend per U.S. household expected to drop 7%, Deloitte says

Average holiday spend per U.S. household expected to drop 7%, Deloitte says | Wealth Management - Living Your Dreams | Scoop.it
Spending will fall even though the majority of consumers are in better financial shape
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Six Components of a Comprehensive Estate Plan –

When many people think of estate plans, they think of drafting a will and filing it away for the rest of their lives. However, this is not always an effective approach, and there are many additional tools that can help you achieve your estate planning goals. The following are six of the many possible components of a comprehensive estate plan.
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Estate Planning Awareness Week: Talking with your Family About Estate Planning –

Estate Planning Awareness Week: Talking with your Family About Estate Planning – | Wealth Management - Living Your Dreams | Scoop.it
Established by Congress in 2008, Estate Planning Awareness Week is observed annually during the third week in October to recognize the need, importance, and benefits of estate planning.
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How to Choose the Right Side Income for You

How to Choose the Right Side Income for You | Wealth Management - Living Your Dreams | Scoop.it
You know you want a second income, but which one should you choose? Our handy flowchart will help you decide.
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Are the Affluent Receptive to Digital Advertising?

Are the Affluent Receptive to Digital Advertising? | Wealth Management - Living Your Dreams | Scoop.it
A new survey finds that younger affluent clients interact with digital ads more than older ones.
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Married women are losing jobs, highlighting coronavirus inequities

Married women are losing jobs, highlighting coronavirus inequities | Wealth Management - Living Your Dreams | Scoop.it
Economists fear women are being pushed out of the workforce amid the coronavirus pandemic, with the back-to-school season only intensifying the issue.
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Investing Psychology: Crucial for Financial Success

Investing Psychology: Crucial for Financial Success | Wealth Management - Living Your Dreams | Scoop.it
Investing psychology is a crucial component of making good investment decisions. Here are six “weapons of influence” to keep in mind.
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Letter From the Value Investing Mental Asylum or How I Embraced Stoics - GuruFocus.com

Letter From the Value Investing Mental Asylum or How I Embraced Stoics - GuruFocus.com | Wealth Management - Living Your Dreams | Scoop.it
Letter From the Value Investing Mental Asylum or How I Embraced Stoics, Stocks: ZM,GOOG,FB,T,VZ,AAPL,TSLA,PZZA,TSE:9984,CSCO,QCOM, Julian Robertson, release date:Oct 05, 2020
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Liz Weston: Sustainable investing could get a lot harder | MarketBeat

Liz Weston: Sustainable investing could get a lot harder | MarketBeat | Wealth Management - Living Your Dreams | Scoop.it
There’s abundant evidence that considering a company’s stance on environmental and social concerns, as well as its corporate governance, leads to healthy investment returns
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