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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March 26, 2014 4:44 PM
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How to invest in fixed income

How to invest in fixed income | Wealth Management Report - Living Your Dreams | Scoop.it
George King, head of portfolio strategy at RBC Wealth Management, says there are a lot of tailwinds for key developed markets and discusses the fixed income market.
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March 26, 2014 4:42 PM
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Time to gain exposure to the European recovery?

Time to gain exposure to the European recovery? | Wealth Management Report - Living Your Dreams | Scoop.it
Europe’s economy appears to be moving in the right direction, but are equities in the region overvalued and which areas should investors leave well alone?
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March 26, 2014 4:38 PM
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Can I benefit from life insurance if I?m single? | SelectNews Blog

Can I benefit from life insurance if I?m single? | SelectNews Blog | Wealth Management Report - Living Your Dreams | Scoop.it
There are several types of life insurance available, and a life insurance policy can be tailored to an individual?s unique situation and specific needs.
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March 26, 2014 4:37 PM
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Dollar back. Fed moves FX market, too « Bankrate, Inc.

Dollar back. Fed moves FX market, too « Bankrate, Inc. | Wealth Management Report - Living Your Dreams | Scoop.it
The FOMC meeting and Janet Yellen's press conference moved the currency market. Should investors care? (A strengthening #dollar can indicate growth elsewhere. Will you change your asset allocation in foreign markets?
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March 26, 2014 4:36 PM
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Retirement Risks: It All Starts With Longevity

Retirement Risks: It All Starts With Longevity | Wealth Management Report - Living Your Dreams | Scoop.it
With retirement, one sometimes sees the terms accumulation and decumlation. The accumulation phase is the pre-retirement period when we work and save for retirement. Upon retiring, decumulation begins.
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March 26, 2014 4:35 PM
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ASSET ALLOCATION - ONE BIG GAME OF TELEPHONE

ASSET ALLOCATION - ONE BIG GAME OF TELEPHONE | Wealth Management Report - Living Your Dreams | Scoop.it
The asset allocation process (at least in part) can be likened to a good game of “Telephone”.     You know the game – you tell something to one person.
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March 26, 2014 4:34 PM
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Swiss private banking gets a rewrite @Euromoney

UBS rewrites rules on how to charge Swiss clients fees; cross-border banking woes to hit smaller banks.
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March 26, 2014 4:28 PM
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Northwestern MutualVoice: An Atypical Asset For Your Business: Permanent Life Insurance

Northwestern MutualVoice: An Atypical Asset For Your Business: Permanent Life Insurance | Wealth Management Report - Living Your Dreams | Scoop.it
Ready access to financing is the lifeblood of most small businesses. Yet the National Small Business Association (NSBA) reports that many small business owners are not getting access to the credit they need.
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March 26, 2014 4:26 PM
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Strategists Clash Over Duration-Risk Management - Bond Buyer

Strategists Clash Over Duration-Risk Management - Bond Buyer | Wealth Management Report - Living Your Dreams | Scoop.it
Bond Buyer
Strategists Clash Over Duration-Risk Management
Bond Buyer
Municipal strategists are recommending non-traditional ways to manage the risk of rising interest rates after a surge in the price of short-term bonds.
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March 26, 2014 4:00 PM
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Gabelli Gets Top Ranking By Picking Value With Mighty Mites

Gabelli Gets Top Ranking By Picking Value With Mighty Mites | Wealth Management Report - Living Your Dreams | Scoop.it
Mario Gabelli named his microcap fund �Mighty Mites� after a football league for youngsters, with the idea that his stocks, like the players, would get bigger and move up to a higher level.

Gabelli, a bargain-hunter who buys stocks he deems inexpensive, has found enough picks that graduated to the next level, giving the $1.3 billion Teton Westwood Mighty Mites Fund the best-risk adjusted performance among U.S. equity funds over the past decade, according to the Bloomberg Riskless Return Ranking.
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March 26, 2014 3:58 PM
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Index Funds Grow In Popularity For DC Participants, Says Vanguard

Index Funds Grow In Popularity For DC Participants, Says Vanguard | Wealth Management Report - Living Your Dreams | Scoop.it
Valley Forge, Pa.-based Vanguard reports that the average 401(k) participant invests 60 percent of his or her account balance in index funds.

The study, which looked at defined contribution accounts from 2004 to 2012, found that this percentage doubled for the time period analyzed. This is largely due to the growing popularity of index-based target-date funds, says Vanguard.

The report also found that the assets in actively managed funds, such as money market funds, stable value funds and company stock, declined significantly over the eight-year period.

In 2004, 39 percent of participants were invested exclusively in active funds.
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March 26, 2014 3:57 PM
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Which Wins - Value Or Growth Investing?

Which Wins - Value Or Growth Investing? | Wealth Management Report - Living Your Dreams | Scoop.it
Their performance is converging now, but the stock market often favors one.
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March 26, 2014 10:43 AM
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Bonds: Buy, sell or hold? - MarketWatch

Bonds: Buy, sell or hold? - MarketWatch | Wealth Management Report - Living Your Dreams | Scoop.it
Bonds: Buy, sell or hold? MarketWatch Founder of Merriman Wealth Management, a Seattle-based investment advisory firm, he is the author of numerous books on investing: "Financial Fitness Forever," "Live It Up Without Outliving Your Money," and the...
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March 25, 2014 10:48 PM
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Life Planning is Financial Planning Done Right-George Kinder

http://kinderinstitute.com George Kinder of The Kinder Institute of Life Planning Nationally recognized as the father of the Life Planning movement, George K...
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March 25, 2014 10:41 PM
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Waze founder quits Google, starts financial-planning company

Waze founder quits Google, starts financial-planning company | Wealth Management Report - Living Your Dreams | Scoop.it
After Waze’s success validated the power of crowd knowledge, a startup called FeeX wants to apply it to a different problem area of our lives -- retirement plans. FeeX, a company aiming to help peo...
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March 25, 2014 10:40 PM
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Hundreds rush to rural Chinese banks after solvency rumors - Reuters

Hundreds rush to rural Chinese banks after solvency rumors - Reuters | Wealth Management Report - Living Your Dreams | Scoop.it
Financial Post Hundreds rush to rural Chinese banks after solvency rumors Reuters The case highlights the urgency of plans to put in place a deposit insurance system to protect investors against bank insolvency, as Chinese grow increasingly nervous...
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March 25, 2014 10:39 PM
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UK to Sell $7 Billion Lloyds Bank Stake to Money Managers - Bloomberg

UK to Sell $7 Billion Lloyds Bank Stake to Money Managers - Bloomberg | Wealth Management Report - Living Your Dreams | Scoop.it
AFP
UK to Sell $7 Billion Lloyds Bank Stake to Money Managers
Bloomberg
The U.K. government is selling a 4.23 billion-pound ($7 billion) stake in Lloyds Banking Group Plc (LLOY), its second disposal since rescuing the lender in the financial crisis.
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March 25, 2014 10:38 PM
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Canada's top banking watchdog takes aim at biggest banks' retail risk management

Canada's top banking watchdog takes aim at biggest banks' retail risk management | Wealth Management Report - Living Your Dreams | Scoop.it
An official at Canada’s top banking regulator says the country’s biggest financial institutions need to do a better job managing risks within their individual retail business lines, and communicating these risks to the board of directors.
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March 25, 2014 10:36 PM
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Credit Suisse Private Bank to Boost Asia Lending in Wealth Hunt - Bloomberg

Credit Suisse Private Bank to Boost Asia Lending in Wealth Hunt - Bloomberg | Wealth Management Report - Living Your Dreams | Scoop.it
Credit Suisse Private Bank to Boost Asia Lending in Wealth Hunt Bloomberg Credit Suisse Group AG (CSGN), which runs Asia's third-largest private bank, will step up lending to first-generation business owners as it seeks to build relationships with...
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March 25, 2014 10:35 PM
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Wealthy customers of Britain's oldest private bank targeted by scammers ... - Daily Mail

Wealthy customers of Britain's oldest private bank targeted by scammers ... - Daily Mail | Wealth Management Report - Living Your Dreams | Scoop.it
Daily Mail
Wealthy customers of Britain's oldest private bank targeted by scammers ...
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March 25, 2014 10:34 PM
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HSBC's Private-Banking Profit Slumps 81% Amid Swiss Outflows (1) - Businessweek

HSBC's Private-Banking Profit Slumps 81% Amid Swiss Outflows (1) - Businessweek | Wealth Management Report - Living Your Dreams | Scoop.it
HSBC's Private-Banking Profit Slumps 81% Amid Swiss Outflows (1) Businessweek Pretax profit from private banking declined to $193 million from more than $1 billion a year earlier, when the company benefited from one-time asset sales, London-based...
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March 25, 2014 10:34 PM
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Global Banking and Finance Review Names BMO Harris Private Banking Best ... - MarketWatch

Global Banking and Finance Review Names BMO Harris Private Banking Best ... - MarketWatch | Wealth Management Report - Living Your Dreams | Scoop.it
Global Banking and Finance Review Names BMO Harris Private Banking Best ...
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March 25, 2014 10:33 PM
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Credit Suisse to boost assets of Japan private banking business - Reuters UK

Hong Kong Standard Credit Suisse to boost assets of Japan private banking business Reuters UK The second-largest bank in Switzerland is moving in the opposite direction of rivals like Societe Generale and Merrill Lynch, which have given up on their...
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March 25, 2014 10:32 PM
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Morgan Stanley Is Said to Weigh Sale of Its Swiss Private Bank - New York Times

Morgan Stanley Is Said to Weigh Sale of Its Swiss Private Bank - New York Times | Wealth Management Report - Living Your Dreams | Scoop.it
Business Insider Australia Morgan Stanley Is Said to Weigh Sale of Its Swiss Private Bank New York Times The investment bank is examining several options, including a possible sale of the private bank in Switzerland, which has about 10 billion...
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March 25, 2014 8:49 PM
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Can Cash Value Life Insurance Be Smarter Than a Roth IRA?

There are many advantages to Roth IRAs nut also many complicated rules surrounding them. Enter cash value life insurance, which can help clients maximize their tax-free income during retirement years.
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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.