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unHeritage – 11 Pitfalls to Family Legacy and How to Avoid Them

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“unHeritage is definitely the lighthouse for protecting your family and wealth for generations. This book is a must read for anyone interested in legacy planning.” Enzo Calamo

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Center for Family Conversations

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The Center for Family Conversations (CFC) is a resource center that provides the integral tools and ideas in helping families establish a 100-year-plus Family Legacy Plan.

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THE TYCOON PLAYBOOK – How Business Empires Are Built

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The Tycoon Playbook course was created for business families who are already running a successful business and wish to ramp up their growth while preserving wealth for future generations. Specifically, the Playbook teaches high performance business owners the two most highly rewarded skills in business, namely deal-making and how to acquire cash flow producing business assets.

To learn more, click here

 

CNN Financial News

ESPN benches Curt Schilling for the rest of MLB seasonCurt Schilling's suspension from helping ESPN broadcast the Little League World Series was exte [...]

Kenneth Cole slammed by psychiatric group for gun reform billboardRead full story for latest details. [...]

How this single mom survives on $7.50 an hourRead full story for latest details. [...]

This Musk is leading a food revolutionRead full story for latest details. [...]

This jobs report is very important. Here's whyRead full story for latest details. [...]

Walmart will reopen five stores it closed to fix plumbing issuesWalmart is starting to hire workers for five stores it closed last April to fix ongoing plumbing pro [...]

Gwen Ifill scolded by PBS ombudsman for 'inexcusable' tweetGwen Ifill, the the co-anchor of "PBS NewsHour," has received a public slap on the wrist f [...]

 

CNN Small Business News

Kickstarter campaign that needed $20,000 got $9 millionThe BauBax travel jacket, with 15 built-in features, needed $20,000 on Kickstarter, but got $9 milli [...]

Hottest new Star Wars toys unveiledBB-8 can now be yours. So can interactive Yoda, a three-pronged lightsaber and other toys from the S [...]

Star Wars' new droid BB-8 is yoursRead full story for latest details. [...]

Indiegogo CEO: Want money? Here's the trickRead full story for latest details. [...]

Toy set teaches kids about diversityRead full story for latest details. [...]

NRA sues Seattle over $25 gun taxNational Rifle Association and National Shooting Sports Foundation say Seattle gun tax violates Wash [...]

Michigan mayor wants to ban flamethrowersRead full story for latest details. [...]

 

CNN Money News

Once all powerful, Pimco is a fast fading superstarPimco's famous fund once managed by star manager Bill Gross has less than $100 billion in manag [...]

Gig economy: A third of U.S. workers say they're free agentsA new survey finds that those who consider themselves contractors, freelancers, and other 'free [...]

Retirement strategies with low risk, high returnsRead full story for latest details. [...]

Young investors are buying in volatile stock marketRead full story for latest details. [...]

You need to earn $157,912 to afford a home hereHere's what you need to earn to afford a home in the 27 biggest metro areas in the country, acc [...]

How much you should have saved for retirement right nowJoe is 50 years old and makes $70,000 a year. He should already have $364,000 saved for retirement. [...]

Want a job? Improve your social skillsEmployers want people who can communicate well. They are even willing to pay more for them. [...]

 

Fortune Magazine

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Reuters Business News

SINGAPORE/TOKYO (Reuters) - Asian shares were mixed on Friday as caution about a U.S. jobs report jo [...]

SINGAPORE (Reuters) - Oil prices eased in Asian trade on Friday as investors turned cautious ahead o [...]

VLADIVOSTOK, Russia (Reuters) - Russia is interested in both foreign and domestic investment, especi [...]

(Reuters) - Genzyme Corp agreed to pay $32.59 million, admit wrongdoing and enter a deferred prosecu [...]

(Reuters) - Genzyme Corp agreed to pay $32.59 million, admit wrongdoing and enter a deferred prosecu [...]

(Reuters) - U.S. stocks ended slightly higher on Thursday as investors, on edge after recent turmoil [...]

DETROIT (Reuters) - The Detroit Three automakers are showing increased interest in the United Auto W [...]

 

Reuters Economy News

CARACAS (Reuters) - Venezuela confirmed on Tuesday it had entered a recession while inflation remain [...]

WASHINGTON (Reuters) - The Obama administration on Tuesday bowed to months of growing pressure over [...]

NEW YORK (Reuters) - Investors backed away from global equity markets on Tuesday, with light volume [...]

NEW YORK (Reuters) - U.S. stocks fell on Tuesday as investors engaged in profit-taking to pull major [...]

NEW YORK (Reuters) - Crude futures closed up slightly Tuesday, getting some relief from a weak dolla [...]

NEW YORK (Reuters) - The U.S. dollar hit a 1-1/2-week low against the safe-haven yen on Tuesday afte [...]

BUENOS AIRES (Reuters) - Crunch time for Argentina fixing its debt default will almost certainly not [...]

 
 

Post Tagged with: "Mutual fund"

 
  • What is Enough? By Vanguard Founder John Bogle

    What is Enough? By Vanguard Founder John Bogle

    What is Enough? By Vanguard Founder John Bogle Vanguard Founder John Bogle explains what is enough in his book Enough: “Not knowing what enough is subverts our professional values. It makes salespersons of those who should be fiduciaries of the investment entrusted to them. It turns a system that should be built on trust into one with counting as its foundation. Worse, this confusion about enough leads us astray in our larger lives. We chase the false rabbits of success; we too often bow down at the altar of the transitory and finally meaningless and fail to cherish what is beyond calculation, indeed eternal.”  John Bogle puts our obsession with financial success in perspective Throughout his legendary career, John C. Bogle-founder of the Vanguard Mutual Fund Group and creator of the first index mutual fund-has helped investors build wealth the right way and led a tireless campaign to restore common sense to the investment world. Along the way, he’s seen how destructive an obsession with financial success can be. Now, with Enough, he puts this dilemma in perspective. Inspired in large measure by the hundreds of lectures Bogle has delivered to professional groups and college students in recent years, Enough seeks, paraphrasing Kurt Vonnegut, “to poison our minds with a little humanity.” Page by page, Bogle thoughtfully considers what “enough” actually means as it relates to money, business, and life. Reveals Bogle’s unparalleled insights on money and what we should consider as the true treasures in our lives Details the values we should emulate in our business and professional callings Contains thought-provoking life lessons regarding our individual roles in society Written in a straightforward and accessible style, this unique book examines what it truly means to have “enough” in world increasingly focused on status and score-keeping.  

     
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  • Jeff DeGraff: Breakthrough Innovation and Organic Growth (Create)

    Jeff DeGraff: Breakthrough Innovation and Organic Growth (Create) Jeff DeGraff: Breakthrough Innovation and Organic Growth (Create) Green (Create) Characteristics: –Visionary thinkers –Big-picture thinkers and experimenters –Surrounded by diverse people –Quick and charismatic —Short attention span / unfinished projects –Reliance on predictions and forecasts –Ignore rules (hard to manage) –Unique/ Individual/ Different —Embrace diversity and work with outside organizations –Constant novel / new experimentation –Inattention to detail Green (Create) Optimal Environments: –Multiple stimulating projects –Flexible (and free of direction and management) –Unorthodox work schedule –“Greenhouse” funds in budget —Independent and group scenarios Companies with Green (Create) Characteristics: –Pixar –Apple —Genentech  

     
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  • Long Term Investments – Alternative Investments 2013 Guide

    Long Term Investments – Alternative Investments 2013 Guide Here we list some of the best investment ideas and tackle the challenge of finding the best safe investments for 2012. What might appear to be one of the best investment ideas to the uninformed could turn out to be one of the worst. Looking at the big picture for investment ideas in 2012, moderation in asset allocation and a balanced investment portfolio will be the most basic key to success. There are 4 asset classes, and average investors need to spread their money across at least the first three to keep their overall portfolio risk moderate. The 4 categories in asset allocation are: safe investments, bonds, stocks and alternative investments like gold and real estate (optional). Asset allocation can be simplified, because there are mutual funds available to average investors that represent each of the 4 asset classes. Now let’s get more specific about the best investment ideas for 2012 starting with safe investments. Safe investments earn interest and do not fluctuate in price. You will need to look outside of mutual funds in 2012 to find the best safe investments because record low interest rates have taken yields on money market securities (and hence money market funds) down to just about zero. One of the best investment ideas if you have an account with a discount broker or major mutual fund company is to shop for one-year CDs paying higher rates if you can’t get competitive rates from your local bank. Do not tie your money up for longer periods just to earn a little more interest. One of these days interest rates will go back up and you will be locked in at a lower rate and face penalty charges if you cash in early. Finding the best safe investments will be truly challenging in 2012, but here are some more investment ideas. If you are in a retirement plan like a 401k that has a fixed or stable account option do not overlook it. You can often get a much higher interest rate there (maybe 4% to 5%) than anywhere else outside of your retirement plan. If you own an older retirement annuity or universal life insurance policy, it might have a fixed account you can add money to that is guaranteed to never pay less than 3% or 4%. Remember, truly safe investments like U.S. Treasury bills and bank money market and savings accounts are paying WAY LESS than 1%! Over the past 30 years bonds and bond funds have become a favorite with investors because they have been consistent performers and returned on average about 10% per year… basically about equal to what stocks have returned, but with considerably less risk. Many investors have fallen in love with their bonds funds and consider them to be among the world’s best safe investments. Bond funds are NOT safe investments. They have performed well since 1981 (when interest rates and inflation were at record highs) for one primary […]

     
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Family Office Newswire

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The #1 Family Office Newswire That Empowers Family Dynasties. Over 11,100 Complimentary Posts and growing rapidly with relevant topics!

Learn from Billionaires How To Handle Your Family Wealth.

ENZO CALAMO IS A GOLD AWARD NEWS CURATOR ON BUSINESS

"You're a giant among curators and your work is world-class awesome. Thanks for being an incredible role model to the curator community!" Scoop.it

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Lugen Family Office is the Most Trusted Online Curator on Legacy Planning, Wealth Management, Financial Literacy, Family Business, Philanthropy, and the UHNW.

ALL POSTS ARE CURATED BY ACTUAL EXPERTS!

Scoop.it describes Enzo Calamo "as a rock star of content curation."

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UHNW Finance and Wealth Management Newswire

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The #1 UHNW Wealth Newswire For Living Your Dreams. Over 8,400 Complimentary Posts on important topics that show you the Secrets of Accumulating and Preserving Wealth!

ENZO CALAMO IS A GOLD AWARD NEWS CURATOR ON FINANCE AND WEALTH MANAGEMENT

"You're a giant among curators and your work is world-class awesome. Thanks for being an incredible role model to the curator community!" Scoop.it

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Philanthropy Newswire

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The #1 Philanthropist Newswire For Leaving A Legacy From The Heart. Check out the latest trends in philanthropy today with over 1,500 Complimentary posts. Learn what some of the greatest philanthropists in history believe about gratitude and giving!

ENZO CALAMO IS A GOLD AWARD NEWS CURATOR ON PHILANTHROPY

"You're a giant among curators and your work is world-class awesome. Thanks for being an incredible role model to the curator community!" Scoop.it

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Family Business Newswire

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The #1 Family Business Newswire That Helps You Move From Success to Significance. Over 5,400 Complimentary Posts On Key Factors To Build A Profitable and Sustainable Business!

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UHNW Real Estate Newswire

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The #1 UHNW Real Estate Newswire for Luxury Homes and Commercial Real Estate. Check out the latest trends in real estate today with over 3,100 Complimentary posts.

ENZO CALAMO IS A GOLD AWARD NEWS CURATOR ON LUXURY AND COMMERCIAL REAL ESTATE

"You're a giant among curators and your work is world-class awesome. Thanks for being an incredible role model to the curator community!" Scoop.it

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Lugen Family Office Proudly Supports AIP

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The International Association of Advisors in Philanthropy is the leading charitable giving organization in the world for inspiring collaboration among professionals.

Enzo Calamo,
AIP Ambassador, Past President

To learn more about AIP, click here

 

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Reuters Wealth News

NEW YORK (Reuters) - Investors in U.S.-based funds pulled $4.36 billion out of taxable bond funds in [...]

NEW YORK (Reuters) - An $80 billion portfolio managed by hedge fund titan Ray Dalio's Bridgewat [...]

BOSTON (Reuters) - The average hedge fund manager is losing money this year, but at least two of the [...]

NEW YORK (Reuters) - Leon Cooperman and Steven Einhorn's Omega Advisors remains bullish on U.S. [...]

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(Reuters) - Former Wilmington Trust Co shareholders may pursue their securities fraud lawsuit over m [...]

BOSTON (Reuters) - Nehal Chopra's hedge fund Tiger Ratan, which specializes in betting on compa [...]

CHICAGO (Reuters) - Planning to work longer to bolster your retirement finances? [...]

LONDON (Reuters) - Investment banks' revenue is likely to drop by almost a fifth in the third q [...]

BOSTON (Reuters) - Hedge fund mogul William Ackman, one of last year's best performers, joined [...]

 
 
 
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