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 25, 2014 10:42 AM
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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 ...
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March 25, 2014 10:41 AM
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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 ...
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March 25, 2014 10:39 AM
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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...
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March 25, 2014 10:37 AM
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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.
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March 25, 2014 10:37 AM
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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.
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March 25, 2014 10:36 AM
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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.
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March 25, 2014 10:36 AM
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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.
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March 25, 2014 10:35 AM
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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.
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March 25, 2014 10:34 AM
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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...
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March 25, 2014 10:33 AM
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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,...
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March 25, 2014 3:18 AM
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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.
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March 25, 2014 3:17 AM
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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 ...
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March 25, 2014 3:17 AM
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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.
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March 25, 2014 3:16 AM
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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?
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March 25, 2014 3:15 AM
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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...
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Rescooped by Enzo Calamo from Actuary
March 25, 2014 3:15 AM
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Confidence Level Crisis

Confidence Level Crisis | Wealth Management Report - Living Your Dreams | Scoop.it

When you're fully aware of all the risks and their possible impact, chances are high you'll not be able to take any well-argued decision at all, as any decision will eventually fail when your objective is to rule out all possible risks.


Confidence levels of 99% or more are inconsistent with the primary goal of financial institutions: Take Risk!


Read more on Actuary Info Blog!


Via Jos Berkemeijer
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March 25, 2014 3:14 AM
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Asset allocation, simply put

BrighterLife.ca Find out how you can manage risk in your portfolio by selecting a mix of investments to suit your risk tolerance, time horizon and financial ...
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March 25, 2014 3:13 AM
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Financial planning is just 6 steps | Ferijalnirs

Financial planning is roughly how you manage your financial situation and get answerable for them. At different stage of our life, financial planning will become more prudent. It is a misconception that only rich people needs to ...
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March 25, 2014 3:13 AM
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JD Power: Satisfaction With Self-Directed Investment Firms Declines - Financial-Planning.com

JD Power: Satisfaction With Self-Directed Investment Firms Declines - Financial-Planning.com | Wealth Management Report - Living Your Dreams | Scoop.it
JD Power: Satisfaction With Self-Directed Investment Firms Declines
Financial-Planning.com
Scottrade emerged as the top-rated firm in J.D. Power & Associates 2013 U.S.
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March 25, 2014 3:12 AM
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CFA or MBA - What's best for Wall Street ? - Here Is The City

CFA or MBA - What's best for Wall Street ? - Here Is The City | Wealth Management Report - Living Your Dreams | Scoop.it
CFA or MBA - What's best for Wall Street ?
Here Is The City
Why you may benefit more from holding a CFA than an MBA as Wall Street 's hiring engine starts to churn. Ryan Severino always knew he wanted to work in finance.
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March 25, 2014 3:11 AM
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Gino Terriaca on the benefit of family trusts for medical professionals

Gino Terriaca explains the benefit of family trusts for medical professionals.
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March 25, 2014 3:10 AM
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Suze Orman - proper way of looking at homeownership

Home ownership is not always the answer. You have to consider property tax, homeowners insurance, and if you make a down payment of less than 20%, you are al...
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March 25, 2014 3:09 AM
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Private Family Trust Company in Nevada.mov

The IRS recently announced that family private trust companies can be trustees for estate tax planning trust. Nevada has favorable laws allowing a privately ...
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March 25, 2014 3:08 AM
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Systematic Investment Plan (SIP)

To know more about Mutual Funds click on this link http://goo.gl/UCOSl What is a Systematic Investment Plan? Why it is necessary to invest in a SIP, and what...
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March 25, 2014 3:07 AM
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Rising taxes and seniors with Evelyn Jacks and Rob Carrick

Evelyn Jacks and Rob Carrick discuss the likelihood of tax increases: • How can seniors plan for increases? • What would a tax increase mean?
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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.