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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

Greek economists to Stiglitz and Krugman: Butt out!Crashing out of the euro may look like a good option for Greece ... from a comfortable office in New [...]

Uber suspends ride-sharing service in FranceRead full story for latest details. [...]

What a Depression looks like (Greek style)The Greek drama has spiraled out of control. The banks are closed and tens of thousands of people ar [...]

Don't bet against Joey Chestnut... or Nathan's?Competitive eater Joey "Jaws" Chestnut will attempt to win his ninth straight mustard belt [...]

More American teens are getting jobs. That's good for everyoneLauren Miller loves her summer job. [...]

Aetna to buy rival health insurer Humana for $37 billionAetna has struck a deal to buy rival health insurer Humana for $37 billion. [...]

10 most expensive collegesRead full story for latest details. [...]

 

CNN Small Business News

The man who wants to save the beesRead full story for latest details. [...]

He's got killer instinct for hot tech startupsJohn Lilly, partner with Greylock Partners, has an enviable success record of investing in tech star [...]

Making it in the U.S.A.Brooklyn-based startup Maker's Row aims to connect U.S. manufacturers with entrepreneurs from a [...]

The best country for women entrepreneurs is....These are the countries where women entrepreneurs with the highest potential to create jobs and grow [...]

You'll never have to search for a parking spot againCircling for parking adds to congestion, bad air quality and traffic accidents. Parkifi is trying to [...]

The SimplifiersAre people lazy? Well, they certainly like companies that make it easy for them, and these seven sta [...]

Richard Branson picks startup winnersRichard Branson picked these three businesses as his favorite in the final of the "Pitch to Ric [...]

 

CNN Money News

10 most expensive collegesThe most expensive schools in the nation are charging close to $50,000 a year in tuition and fees al [...]

Pricey Manhattan restaurant owes staff $500,000 for unpaid tipsOne of the most expensive restaurants in New York City will pay $500,000 in restitution to workers f [...]

U.S. Navy triples paid maternity leave to 18 weeksRead full story for latest details. [...]

To be a glamorous bride for less, I flew to TaiwanThat's because I'm Taiwanese American and am in on a little-known secret. It's called [...]

White House crackdown on for-profit colleges begins todayRead full story for latest details. [...]

Retirement advice from a Boomer to a MillennialHere are four ways you can assist your young colleagues in preparing for retirement. [...]

Businesses rail against Obama's overtime rule changeThree powerful business lobbies push back against President Obama's overtime rule changes that [...]

 

Fortune Magazine

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Reuters Business News

ATHENS (Reuters) - Prime Minister Alexis Tsipras rejected European warnings that Greeks will be deci [...]

LONDON (Reuters) - There is at least one legal way to get your euros out of Greece these days, to gu [...]

SAO PAULO (Reuters) - Swiss lender UBS AG made a whistleblower deal with Brazilian authorities inves [...]

SHANGHAI (Reuters) - Chinese stocks tumbled again on Friday, taking the week's losses to more t [...]

LONDON (Reuters) - European bonds and stocks traded cautiously on Friday before a Greek referendum o [...]

HONG KONG (Reuters) - Chinese sportswear maker Li Ning Co Ltd said on Friday that Jin-Goon Kim, form [...]

(Reuters) - Health insurer Aetna Inc said it would buy smaller rival Humana Inc for about $37 billio [...]

 

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!

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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

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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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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 SILVER AWARD NEWS CURATOR ON LUXURY AND COMMERCIAL REAL ESTATE

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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.

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AIP Ambassador, Past President

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Reuters Wealth News

SAO PAULO (Reuters) - Swiss lender UBS AG made a whistleblower deal with Brazilian authorities inves [...]

NEW YORK (Reuters) - Investors pulled $3 billion in assets from Pacific Investment Management Co [...]

BOSTON/LONDON (Reuters) - Hedge funds will likely attract billions of dollars in new money in the ne [...]

BOSTON (Reuters) - Greek voters will likely approve a bailout offer from creditors in a referendum s [...]

(Reuters) - The trailers for the new HBO show “Ballers” may be the wealth management industry's [...]

NEW YORK (Reuters) - DoubleLine Funds, whose co-founder Jeffrey Gundlach is widely followed for his [...]

NEW YORK (Reuters) - Not long ago, Americans megastars only came from places like network television [...]

MADRID (Reuters) - U.S private equity fund Blackstone is helping some borrowers in Spain meet mortga [...]

NEW YORK (Reuters) - U.S. syndicated loan issuance bounced in the second quarter from the two-and-a- [...]

NEW YORK (Reuters) - Star bond fund manager Bill Gross will be getting help running his struggling J [...]

 

MarketWatch Personal Finance

“If you don’t have a retirement account by the time you’re 50, you’re dead in the water.” [...]

The precious metal’s so-called wall of worry still is not strong, says Mark Hulbert. [...]

There are good reasons for optimism about the longer-term future for eurozone markets, writes Jim Lo [...]

Wait a few years and you will have completely forgotten about why you worried about your money today [...]

How to save this 4th of July, and what to drink. [...]

The threat of a hack is among banks’ biggest fears. [...]

5 surprising ways to save on your July 4th barbecue. [...]

Parrot on Tuesday announced 13 new models of drones to their MiniDrones lineup, available in stores [...]

 
 
 
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