Wealth Management Report - Living Your Dreams
168.8K views | +0 today
Follow
Wealth Management Report - Living Your Dreams
The #1 UHNW Finance and Wealth Management Newswire
Curated by Enzo Calamo
Your new post is loading...
Scooped by Enzo Calamo
March 25, 2014 10:53 AM
Scoop.it!

How to protect against drawdowns using dynamic asset allocation: State Street Global Advisors

Senior ISG Product Engineer, Des Lawrence, explains how State Street Global Advisors innovative Market Regime Indicator facilitates dynamic asset re‐allocati...
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:50 AM
Scoop.it!

Best Private Bank in Western Europe for Structured Products

Best Private Bank in Western Europe for Structured Products | Wealth Management Report - Living Your Dreams | Scoop.it
Societe Generale Private Banking has been named “Best Private Bank in Western Europe for Structured Products” by Euromoney* magazine for the 10th year running. This distinction crowns 10 years of providing the very ...
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:50 AM
Scoop.it!

Forget Market Timing, and Stick to a Balanced Fund - New York Times

Forget Market Timing, and Stick to a Balanced Fund - New York Times | Wealth Management Report - Living Your Dreams | Scoop.it
Forget Market Timing, and Stick to a Balanced Fund
New York Times
Investors were stung, badly, by the financial crisis of 2008.
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:50 AM
Scoop.it!

What Does an Actuary Do? - Udemy

What Does an Actuary Do? - Udemy | Wealth Management Report - Living Your Dreams | Scoop.it
An actuary is a highly skilled professional dealing in financial mathematics, future cash flows and the corresponding uncertainties. Basically, actuaries are risk analysts of future events in the business world.
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:49 AM
Scoop.it!

Northern Trust Named a 2014 World's Most Ethical Company by Ethisphere ... - MarketWatch

Northern Trust Named a 2014 World's Most Ethical Company by Ethisphere ...
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:49 AM
Scoop.it!

How to construct your own asset allocation | portfolio - Monevator

How to construct your own asset allocation | portfolio - Monevator | Wealth Management Report - Living Your Dreams | Scoop.it
Trying to settle on an asset allocation is a classic cause of analysis paralysis. Financial industry talk of efficient frontiers, mean variance analysis and allocations customised for your unique circumstances can lead you to ...
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:46 AM
Scoop.it!

2 of China's web giants want to become banks - Tech in Asia

2 of China's web giants want to become banks - Tech in Asia | Wealth Management Report - Living Your Dreams | Scoop.it
Each of the five new private banks will have to be co-sponsored by at least two firms, said Shang Fulin, head of the China Banking Regulatory Commission (CBRC). It's not clear how the new banks would be named.
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:45 AM
Scoop.it!

Tax time brings new financial planning tasks for LGBT couples ...

Tax time brings new financial planning tasks for LGBT couples ... | Wealth Management Report - Living Your Dreams | Scoop.it
And one story you might want to do as a spin-off from the usual personal finance pieces involves the growing specialty of tax, financial planning and legal advice for gay and lesbian marrieds. As an entirely new market for ...
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:44 AM
Scoop.it!

Turning Asset Allocation Upside Down | AlphaBaskets

Turning Asset Allocation Upside Down | AlphaBaskets | Wealth Management Report - Living Your Dreams | Scoop.it
After the second 50% drawdown of the US equity market in one decade, the investment industry began to reassess the idea of what asset allocation should look like. Unlike the 1980's and 1990's, financial professionals can ...
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:43 AM
Scoop.it!

Global Pension Fund Asset Allocations - Business Insider

Global Pension Fund Asset Allocations - Business Insider | Wealth Management Report - Living Your Dreams | Scoop.it
"We expect nearly $150bn of annual S&P pension asset allocation equity outflows in 2014 and 2015 as the average equity allocation of S&P 500 plans drops from 45% to roughly 30%," said Deutsche Bank's David Bianco.
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:42 AM
Scoop.it!

Estate Planning : Do You Always Have to Probate a Will?

If the deceased has assets with deeds, a will most likely will not avoid probate. Strengthen your understanding of probate court with an estate planning and ...
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:41 AM
Scoop.it!

What Silicon Valley Billionaire Bought a $210 Million Life Insurance ...

What Silicon Valley Billionaire Bought a $210 Million Life Insurance ... | Wealth Management Report - Living Your Dreams | Scoop.it
Source: ThinkstockMost Americans who have estates and families want to make certain that there is plenty left for their loved ones after they die. Millions have life insurance policies ranging from a few thousand dollars on up ...
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:39 AM
Scoop.it!

Life Insurance Alternative Asset Grow Wealth, Jeff Juniper, Irvine, California, Financial Planner

http://annuityagentdirectory.com/jeff-juniper-irvine-californ/ Life Insurance Alternative Asset Grow Wealth, Jeff Juniper, Irvine, California, Financial Plan...
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:37 AM
Scoop.it!

You Can't Avoid Asset Allocation… Even If You Try - Wall Street Sector Selector

You Can't Avoid Asset Allocation… Even If You Try - Wall Street Sector Selector | Wealth Management Report - Living Your Dreams | Scoop.it
You Can't Avoid Asset Allocation… Even If You Try
Wall Street Sector Selector
Because every portfolio strategy, no matter how exotic, extreme or clever has an embedded bias related to asset allocation.
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:37 AM
Scoop.it!

The Top Tactical Portfolios Based On 29 Asset Allocation Approaches - Seeking Alpha

The Top Tactical Portfolios Based On 29 Asset Allocation Approaches - Seeking Alpha | Wealth Management Report - Living Your Dreams | Scoop.it
The Top Tactical Portfolios Based On 29 Asset Allocation Approaches
Seeking Alpha
To complement our analysis of strategic asset allocation portfolios, we studied a mix of tactical model ETF portfolios.
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:36 AM
Scoop.it!

6 Easy Pieces: Fundamentals Of Asset Allocation Explained - Seeking Alpha

6 Easy Pieces: Fundamentals Of Asset Allocation Explained - Seeking Alpha | Wealth Management Report - Living Your Dreams | Scoop.it
6 Easy Pieces: Fundamentals Of Asset Allocation Explained
Seeking Alpha
But it doesn't have to be. This template can help you get started.
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:36 AM
Scoop.it!

On the Money: Asset allocation can protect nest egg - Albany Times Union

On the Money: Asset allocation can protect nest egg - Albany Times Union | Wealth Management Report - Living Your Dreams | Scoop.it
On the Money: Asset allocation can protect nest egg
Albany Times Union
Asset allocation can help reduce the risk to an investor's total portfolio.
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:35 AM
Scoop.it!

Understand benefits of permanent life insurance - Manteca Bulletin

Understand benefits of permanent life insurance - Manteca Bulletin | Wealth Management Report - Living Your Dreams | Scoop.it
Understand benefits of permanent life insurance
Manteca Bulletin
Permanent life insurance can provide you and your family with longstanding benefits that ultimately provide a greater sense of protection and financial security.
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:34 AM
Scoop.it!

Scott Gallacher: Busting the financial planning myths | Opinion | Money Marketing

Scott Gallacher: Busting the financial planning myths | Opinion | Money Marketing | Wealth Management Report - Living Your Dreams | Scoop.it
Getting clients involved in the financial planning process helps to cement the relationship with their adviser by making them feel part of the process (@citizenlaura @martinbamford @Cunningham_UK http://t.co/tcVZDuTLHE...
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 10:33 AM
Scoop.it!

Thais top Asia in motivation for financial planning - The Nation

Thais top Asia in motivation for financial planning - The Nation | Wealth Management Report - Living Your Dreams | Scoop.it
Thais top Asia in motivation for financial planning The Nation Thais tend to be more likely to be financially motivated to build financial security compared to citizens of other countries in the Asia Pacific,...
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 3:18 AM
Scoop.it!

Leverage the family legacy - BizTimes.com (Milwaukee)

Leverage the family legacy - BizTimes.com (Milwaukee) | Wealth Management Report - Living Your Dreams | Scoop.it
Leverage the family legacy
BizTimes.com (Milwaukee)
A good estate plan can help ensure that the family's values are preserved from generation to generation, and a well-designed 'family bank' can be a key component to that plan.
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 3:17 AM
Scoop.it!

Greedy goblin: Active portfolio management is theoretically useless

Greedy goblin: Active portfolio management is theoretically useless | Wealth Management Report - Living Your Dreams | Scoop.it
Active portfolio management is theoretically useless. Real world economy post here, if not interested, move along. Below I'll disprove the foundation of the stock exchange system: the idea that by proper placing of your ...
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 3:17 AM
Scoop.it!

Risk Management Is Overlooked As A Value Proposition ...

Risk Management Is Overlooked As A Value Proposition ... | Wealth Management Report - Living Your Dreams | Scoop.it
As a reactive function, procurement has a future picking up the pieces. As proactive managers of risk, teams can have access to more spend, more savings and more influence: the future of the function.
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 3:16 AM
Scoop.it!

The Ukraine Crisis - Why Is It Important to Have Life Insurance? - PR Web (press release)

The Ukraine Crisis - Why Is It Important to Have Life Insurance? - PR Web (press release) | Wealth Management Report - Living Your Dreams | Scoop.it
The Ukraine Crisis - Why Is It Important to Have Life Insurance?
No comment yet.
Scooped by Enzo Calamo
March 25, 2014 3:15 AM
Scoop.it!

For Educators: Choosing Investments for Your Retirement Savings - Fidelity Investments

Is the money you've saved for retirement working as hard as it can for you? The mix of investments you choose is an important part of making sure you'll be f...
No comment yet.
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.