Wealth Management Report - Living Your Dreams
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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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25 Great Depression Money Tricks the Banks Hope You Never Remember

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May 18, 7:38 PM
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Solomon Was the Richest Man in History. Here’s the Exact System He Used

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How To Get Rich During A Recession In 2026

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9 Behaviors That Scream "Old Money" (And How to Copy Them)

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May 18, 6:58 PM
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5 Hidden Lessons From Ruth That Reveal God’s Provision in Loss

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May 18, 6:11 PM
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QUIET WEALTH Habits That Unlock Real GROWTH at $100K

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He Had $1 Million Now He’s $100K in Debt

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May 18, 11:44 AM
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Forbes Daily: Sticker Shock At The Grocery Store Amid Rising Inflation

Forbes Daily: Sticker Shock At The Grocery Store Amid Rising Inflation | Wealth Management Report - Living Your Dreams | Scoop.it
Today’s Forbes Daily newsletter covers silver and gold slump, a guide to death and taxes, a new defense tech billionaire, Trump faces scrutiny over stock trades and more.
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May 18, 11:34 AM
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The Northwestern Mutual 2025 Study Says 74% of Millionaires Work with a Financial Advisor Versus Just 34% of Everyone Else

The Northwestern Mutual 2025 Study Says 74% of Millionaires Work with a Financial Advisor Versus Just 34% of Everyone Else | Wealth Management Report - Living Your Dreams | Scoop.it
Northwestern Mutual’s 2025 Planning & Progress Study shows 74% of American millionaires work with a financial advisor compared to 34% of the general population—a 40-point gap that correlates with wealth-building outcomes including retiring 2 years earlier and higher confidence across life decisions.
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May 18, 11:34 AM
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Three-quarters of UK millionaires would be happy to pay more tax, research finds

Three-quarters of UK millionaires would be happy to pay more tax, research finds | Wealth Management Report - Living Your Dreams | Scoop.it
Despite concerns super-rich are leaving due to tax burdens, 88% of those surveyed were proud to live in UK and would pay more to fund public services
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May 18, 11:34 AM
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5 Ways the OBBBA Rewards Diligent Savers and Millionaires

5 Ways the OBBBA Rewards Diligent Savers and Millionaires | Wealth Management Report - Living Your Dreams | Scoop.it
Diligent savers who take steps to capitalize on these tax-saving opportunities can keep more of their wealth and even help build a tax-efficient legacy.
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May 18, 11:33 AM
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'I became a millionaire overnight– no one prepares you for the crushing reality'

'I became a millionaire overnight– no one prepares you for the crushing reality' | Wealth Management Report - Living Your Dreams | Scoop.it
Businessman Andrew Hulbert sold the company he had built from his bedroom and became a multimillionaire overnight – but the reality of sudden wealth was far removed from fantasy
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May 18, 11:33 AM
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George Kamel Says Becoming a Millionaire by 25 Is a Terrible Goal: Here's What Young Adults Should Do Instead

George Kamel Says Becoming a Millionaire by 25 Is a Terrible Goal: Here's What Young Adults Should Do Instead | Wealth Management Report - Living Your Dreams | Scoop.it
George Kamel estimates only a 10% chance an 18-year-old can realistically accumulate $1 million by age 25 through wage-earning alone, noting the required $115,000+ annual savings rate exceeds realistic young-adult income and makes the goal mathematically impossible without business ownership.
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May 18, 11:32 AM
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Millionaire spending is incompatible with the world's 2.7°F target, study warns

Millionaire spending is incompatible with the world's 2.7°F target, study warns | Wealth Management Report - Living Your Dreams | Scoop.it
"People realized that they had to drink from paper straws and sell their cars, while billionaires could keep their private jets." May 14, 2026 A study is fueling debate online after researchers concluded that the world's growing millionaire population could consume most of the remaining carbon budget needed to limit dangerous overheating. The researchers examined how rising wealth and consumption trends could shape future carbon pollution levels through 2050. According to the study, millionaires
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May 18, 11:32 AM
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I'm 54 with no retirement savings: a financial advisor says I can still become a millionaire by 67

I'm 54 with no retirement savings: a financial advisor says I can still become a millionaire by 67 | Wealth Management Report - Living Your Dreams | Scoop.it
A 54-year-old caller from Canada phoned into Ramsey Everyday Millionaires with a problem most people would consider terminal: no retirement savings, no house, and a net monthly income of $5,600. The host’s response was the kind of thing that makes a caller say “Wow” out loud.
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May 18, 11:31 AM
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Kerry Katona: I've gone from bankrupt to millionaire - and finally started a pension

Kerry Katona: I've gone from bankrupt to millionaire - and finally started a pension | Wealth Management Report - Living Your Dreams | Scoop.it
The singer, 43, says growing up in poverty and later earning £400,000 on Celebrity Big Brother shaped how she now views money
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May 18, 11:30 AM
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American millionaires are not what they seem on paper

American millionaires are not what they seem on paper | Wealth Management Report - Living Your Dreams | Scoop.it
Nearly 24 million Americans have crossed the seven-figure mark, but the reality is more complicated.
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May 18, 11:27 AM
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The AI boom is making young workers into millionaires overnight. Now they’ll need to ensure their marriage survives it

The AI boom is making young workers into millionaires overnight. Now they’ll need to ensure their marriage survives it | Wealth Management Report - Living Your Dreams | Scoop.it
Asking for a pre- or postnup can feel like an attack. But if you and your partner have vastly different fortunes, you may need to have a tough conversation.
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May 18, 11:24 AM
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Why Actively Managed Bond Funds Are the Default Choice for Retail Investors

Why Actively Managed Bond Funds Are the Default Choice for Retail Investors | Wealth Management Report - Living Your Dreams | Scoop.it
For smaller investors, navigating the bond market alone is daunting. Actively managed bond funds offer expertise, diversification, and portfolio alignment that DIY strategies or bond index funds often cannot match—making them the practical default for most retail investors.
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May 18, 11:24 AM
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3 Contrarian Investment Ideas to Diversify Your Portfolio in 2026

3 Contrarian Investment Ideas to Diversify Your Portfolio in 2026 | Wealth Management Report - Living Your Dreams | Scoop.it
Morningstar’s 2026 Global Investment Outlook highlights ways to prepare for uncertainty. Balance your exposure to AI stocks, explore global equities, and pursue fixed income carefully to build a portfolio ready for a range of market outcomes.
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May 18, 11:22 AM
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Our Long Love Affair With Gold

Our Long Love Affair With Gold | Wealth Management Report - Living Your Dreams | Scoop.it
The precious metal has been a constant throughout history—a store and symbol of wealth for everyone from ancient Egyptians to modern-day investors.
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May 18, 11:17 AM
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How to Build Your Own Berkshire Hathaway Portfolio

How to Build Your Own Berkshire Hathaway Portfolio | Wealth Management Report - Living Your Dreams | Scoop.it
Coattail investing describes the strategy of mimicking the trades of celebrity super-investors such as Warren Buffett, George Soros, John Paulson, and Carl Icahn. Of all the super-investors out there, Buffett is the one most followed by coattail investors, and for good reason. His picks grew Berkshire Hathaway into the ultimate blue-chip company.
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May 18, 11:16 AM
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Why Long-Term Investors Beat Short-Term Traders Every Time

Why Long-Term Investors Beat Short-Term Traders Every Time | Wealth Management Report - Living Your Dreams | Scoop.it
In today’s investing world, headlines flash, notifications buzz, and social media pushes trading ideas at dizzying speeds. It’s hard not to react impulsively, chasing hot stocks out of fear of missing out or panic-selling at the first sign of trouble.
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May 18, 11:16 AM
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The Proven Portfolio Strategy That Beats Most Investors

The Proven Portfolio Strategy That Beats Most Investors | Wealth Management Report - Living Your Dreams | Scoop.it
The 90/10 rule comes from Warren Buffett’s advice for average investors: Put 90% of your money into a low-cost S&P 500 index fund and the other 10% in short-term government bonds.
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May 18, 11:15 AM
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How to Use Market Chaos to Your Investing Advantage

How to Use Market Chaos to Your Investing Advantage | Wealth Management Report - Living Your Dreams | Scoop.it
Warren Buffett’s investment advice often involves a peculiar character investors need to understand: “Mr. Market is there to serve you, not to guide you. It is his pocketbook, not his wisdom, that you will find useful.”
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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.