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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.

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CNN Financial News

Advice from Warren Buffett that could make you richThe Berkshire Hathaway annual letter is out, and Warren Buffett again finds new ways to preach what [...]

Warren Buffett knows who next Berkshire CEO isRead full story for latest details. [...]

Kelly Osbourne quits E!'s 'Fashion Police'"Fashion Police" is losing one of its most popular co-hosts. [...]

'House of Cards' fans that already finished season 3Meet the fastest fans in the land ? at least according to their tweets. Twitter users @challi1337, @ [...]

Iran hacked an American casino, U.S. saysRead full story for latest details. [...]

They're getting cash, free products, and YouTube-famousDayLynn Contreras of Austin, Texas, has a full-time job as a programmer, but she's counting dow [...]

Identity theft tops list of consumer complaintsRead full story for latest details. [...]

Rick Perry: 'Unemployment rate is a sham'Read full story for latest details. [...]

Benmosche, controversial former AIG CEO, diesRead full story for latest details. [...]

Marriage hurts a hedge fund manager more than divorceRead full story for latest details. [...]

Stocks crushed records in FebruaryStock markets across the world showed investors the money in February. [...]

Friday LinksRead full story for latest details. [...]

 

CNN Small Business News

#TheDress goes viral: Sales soar 347%Read full story for latest details. [...]

They're getting cash, free products, and YouTube-famousFameBit is helping brands place their products in YouTube videos. [...]

The woman who broke into the BBQ 'boys club'Melissa Cookston is a BBQ Pit Master Champion who runs three restaurants. Here's how she did it [...]

From street child in China to Intel mentorRead full story for latest details. [...]

It's Magic! Send a text, get anything you needRead full story for latest details. [...]

15 startups. One Silicon Valley bed and breakfast.Blackbox, a two-week Palo Alto accelerator, gives foreign entrepreneurs a soft landing to enter the [...]

Immigration reform: Is this the first step?Read full story for latest details. [...]

This razor could diversify Silicon ValleySilicon Valley entrepreneur Tristan Walker is in pursuit of a more colorful tech scene. [...]

How to make money with $1 slicesRead full story for latest details. [...]

Cadbury lovers: Here's how to get your U.S. fixUK-based British Chocolate Club wants to give U.S. chocolate lovers access to British-made faves. [...]

Best cities for black entrepreneursRead full story for latest details. [...]

Bookstore struggling with minimum wage hike gets a lifelineRead full story for latest details. [...]

 

CNN Money News

Identity theft tops list of consumer complaintsThe top 5 consumer complaints have to do with identity theft, debt collectors, imposters, telephone [...]

24 hours with a U.S. diplomatCharlie Slater has spent the last 21 years working in U.S. embassies worldwide. His latest post is V [...]

The secret world of government debt collectionCNNMoney's exclusive investigation looks at the debt collectors hired by government agencies to [...]

10 best companies for internshipsGlassdoor recently published its annual list of the highest-rated companies for interns. [...]

Average tax refund is $3,120 so farRead full story for latest details. [...]

8 tax audit red flagsRead full story for latest details. [...]

The world wastes $400 billion in food every yearOver $400 billion worth of food is wasted by consumers each year, according to a new report by a U.K [...]

Should you tap your Social Security benefits early?Read full story for latest details. [...]

What you need to earn to buy a home in 27 citiesTo afford a home in Pittsburgh, you'll need to earn just under $32,000 a year. But if you want [...]

Supreme Court to hear case about 401(k) feesRead full story for latest details. [...]

Obama pushes protections for retirement accountsThe White House unveiled a proposal Monday that would hold financial advisers handling individual re [...]

The proven way to retire richSmart investors have a few traits in common. Do you have them too? [...]

 

Fortune Magazine

Will Mmmhops be a hit?Hanson is attempting to chart with a new microbrew. [...]

NBA confirms L.A. Clippers sale to ex-Microsoft CEO Steve BallmerDonald Sterling sues the NBA for damages and demands to be reinstated as owner. [...]

FBI and SEC probe into Carl Icahn and golfer Phil MickelsonAuthorities are looking into the potenial insider trading. [...]

Google launches "right to be forgotten" service in EuropeNow European citizens can request to have search results removed. [...]

Zuckerberg's latest donation reawakens concerns over mixed results in NewarkFacebook founder and his wife donate $120 million to Bay Area schools, claim to have learned from pr [...]

Five crazy things Steve Ballmer has doneIn light of Ballmer placing the highest bid on an NBA team in history on Thursday, here are some of [...]

Four ways Apple could have the "best" product pipeline everFrom the obvious upgrades to the bold and daring. [...]

The all-time most popular stories are...Scoops on movers and shakers, from Marissa Mayer to Mark Zuckerberg to Rupert Murdoch, are the most [...]

Web browsers aren't fun anymoreMozilla updates Firefox, but is it enough to bring old users back? [...]

Valeant injects more cash into bid for Botox-maker AllerganRevised offer worth around $53 billion comes days after drugmaker's last bid. [...]

How to get employees to save for retirementAutomatically enrolling workers into a savings plan and reminding them how much they can lose may ju [...]

Pacing nervously with... Jamin Warren, founder and CEO, Kill ScreenHanging backstage with the videogame arts and culture impresario ahead of his annual two5six confere [...]

 

Reuters Business News

BOSTON (Reuters) - Herbalife Ltd cut the pay of Chief Executive Michael Johnson 36 percent for 2014 [...]

(Reuters) - Warren Buffett's Berkshire Hathaway Inc on Saturday said fourth-quarter profit decl [...]

NEW YORK (Reuters) - Warren Buffett told investors on Saturday that Berkshire Hathaway Inc had found [...]

LONDON (Reuters) - John Browne, the former chief executive of BP , will take charge of a $10 billion [...]

ZURICH (Reuters) - HSBC , in the spotlight after details emerged about how its Swiss unit allegedly [...]

ATHENS (Reuters) - Greece called into question on Saturday a major debt repayment it must make to th [...]

SAO PAULO (Reuters) - The leader of a truth commission investigating abuses during Brazil's 196 [...]

 

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 [...]

 

Reuters Business Video

Fourth quarter GDP was revised lower than expected but the Dow and the Nasdaq still managed to post [...]

Gas prices have fallen considerably in the past 12 months but consumers aren't spending that ne [...]

Robert Benmosche, the man responsible for paying back taxpayers for the massive AIG government bailo [...]

 
 

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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The #1 UHNW Wealth Newswire For Living Your Dreams. Over 5,400 Complimentary Posts on important topics that show you the Secrets of Accumulating and Preserving Wealth!

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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 1,200 Complimentary posts. Learn what some of the greatest philanthropists in history believe about gratitude and giving!

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Lugen Family Office Proudly Supports AIP

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Reuters Wealth News

(Reuters) - Warren Buffett's Berkshire Hathaway Inc on Saturday said fourth-quarter profit decl [...]

NEW YORK (Reuters) - Warren Buffett told investors on Saturday that Berkshire Hathaway Inc had found [...]

NEW YORK (Reuters) - American Realty Capital Properties, the real estate investment trust, said on F [...]

BOSTON (Reuters) - Exxon Mobil Corp and three other large energy companies failed to block sharehold [...]

NEW YORK (Reuters) - Investors worldwide poured $1.1 billion into emerging markets debt funds, marki [...]

WASHINGTON (Reuters) - The U.S. Commodity Futures Trading Commission is questioning what role global [...]

BOSTON (Reuters) - Equity investors pursuing a buy-and-hold strategy might want to check out a fund [...]

(Reuters) - Carlyle Group LP paid its co-president who was hired last year from JPMorgan Chase & [...]

(Reuters) - The Securities Exchange Commission on Thursday restricted the ability of financial indus [...]

(Reuters) - Bank of America Corp said on Thursday that two members of its board of directors and its [...]

 

MarketWatch Personal Finance

On Mr. Spock’s home planet Vulcan, investors are completely rational and acting like humans would be [...]

Daylight Saving Time is coming, quite possibly sooner than you think. [...]

Investors’ bad habits and blind spots can be bad news for their portfolios. [...]

LinkedIn has agreed to pay premium subscribers whose passwords were leaked three years ago and poste [...]

Some internships are downright boring, and some are so bad that they make college students change th [...]

Disney has raised ticket prices again at its U.S. theme parks, meaning that a trip to the Magic King [...]

There’s one college-related expense getting more affordable. [...]

This bottle has a special appeal to mixologists, who love all things historical when it comes to coc [...]

 
 
 
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