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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

NFL linebacker moonlights as men's grooming guruCleveland Browns' linebacker Karlos Dansby is trained to keep his eyes on the ball and execute [...]

Charter to play ball with LA by airing Dodger gamesWhen cable companies merge, people at home wonder "how's it going to affect me?" and [...]

Tracy Morgan settles with Walmart over car crashComedian Tracy Morgan has settled with Walmart for an undisclosed amount over the deadly car crash t [...]

'19 Kids and Counting' sees sponsor exodus amid scandalTLC's "19 Kids and Counting" has lost more than a dozen sponsors since one of the sho [...]

iPhones and Androids to hit the road in GM carsRead full story for latest details. [...]

A look inside FIFA's bribe machineRead full story for latest details. [...]

Hear this: Apple announcements coming June 8Let the guessing begin. Apple has started inviting reporters to the keynote address at its annual de [...]

 

CNN Small Business News

NFL linebacker moonlights as men's grooming guruKarlos Dansby, a linebacker with the Cleveland Browns, is bringing his winning strategy from the foo [...]

Why one Hong Kong bakery makes 10,000 buns a dayHong Kong's week-long Bun Festival means booming business for local bakery Kwok Kam Kee, which [...]

She's $10M closer to replacing plastic bottlesRead full story for latest details. [...]

Rent a car, drive for Uber. Here's howHyreCar matches up unused cars with aspiring Uber or Lyft drivers who need wheels. [...]

Kim Kardashian and Jessica Alba power his startupsBrian Lee is unafraid to harness celebrity power for his startups. The strategy has paid off with Le [...]

Startup offers 'gateway drug for private flying'Read full story for latest details. [...]

Watch out for this all-girls' robotics teamBeaumont School's all-girls robotics team broke stereotypes at the national championship. [...]

 

CNN Money News

iPhones and Androids to hit the road in GM carsApple's new "CarPlay" system, which allows drivers to use iPhones behind the wheel, i [...]

Overdraft fees top $1 billion at the big 3 banksDespite efforts to curb overdraft fees, they're still a big revenue source for banks. [...]

House hunting horror storiesRead full story for latest details. [...]

It's getting more expensive to be a renterRents increased 4% in April from last year while home values only rose 3% during the same time perio [...]

I spent $1,000 to be a bridesmaid. Here's how not to do thatWedding costs adding up? Try renting your dress, hunt for deals on bachelorette outings, and borrow [...]

Monaco car collector profits from 'flipping' FerrarisReal estate broker Pieter van Naeltwijck has devised a novel way to profit from buying and selling u [...]

How my 'gap year' changed my lifePeople take gap years at all ages. For many, it's not just life-changing, it also helps their c [...]

 

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. [...]

 

Reuters Business News

TOKYO (Reuters) - Japan's retail sales rebounded modestly in the year to April after three stra [...]

TOKYO (Reuters) - Asian shares edged up on Thursday on vague hopes of a rescue deal for Greece while [...]

(Reuters) - U.S. stocks ended sharply higher on Wednesday and the Nasdaq logged a record high close, [...]

NEW YORK (Reuters) - A U.S. bankruptcy judge on Wednesday put on hold dozens of lawsuits accusing Ge [...]

ATHENS (Reuters) - Greece's government on Wednesday said it is starting to draft an agreement w [...]

WASHINGTON (Reuters) - U.S. regulators have subpoenaed JPMorgan Chase & Co for all of its commun [...]

BEIJING (Reuters) - Japan's Takata Corp, which for months resisted U.S. regulators' demand [...]

 

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 10,000 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.

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UHNW Finance and Wealth Management Newswire

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The #1 UHNW Wealth Newswire For Living Your Dreams. Over 6,800 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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The #1 Philanthropist Newswire For Leaving A Legacy From The Heart. Check out the latest trends in philanthropy today with over 1,300 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 4,700 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 SILVER AWARD NEWS CURATOR ON LUXURY AND COMMERCIAL REAL ESTATE

"You've done some great curation and have received recommendations from your peers."

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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

To learn more about AIP, click here

 

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Reuters Wealth News

WASHINGTON (Reuters) - A U.S. Labor Department plan to reduce conflicts with brokers who offer retir [...]

WASHINGTON (Reuters) - Many Americans are not financially prepared for retirement, with almost a thi [...]

NEW YORK (Reuters) - A former trader at Bernard Madoff’s firm on Wednesday became the latest in a st [...]

WASHINGTON (Reuters) - Many Americans are not financially prepared for retirement, with almost a thi [...]

(Reuters) - Lowering interest rates around the world to boost the global economy has reached a point [...]

(Reuters) - Bill Gross, the widely followed investor, admitted in his June Investment Outlook on Wed [...]

NEW YORK (Reuters) - Long before the phrase "robo-adviser" existed, Sunnyvale, California- [...]

LONDON (Reuters) - Bankers at Goldman Sachs received the highest bonuses in London's banking in [...]

NEW YORK (Reuters) - Steven Dudash, like most brokers, spends a lot of time making it easier for his [...]

(Reuters) - Nearly three years after the demise of law firm Dewey & LeBoeuf, a Manhattan prosecu [...]

 

MarketWatch Personal Finance

Chinese-drone manufacturer SZ DJI Technology Co. isn’t just the world’s largest maker of consumer dr [...]

The stock market is just trying to be as difficult as possible, at least for short-term directional [...]

China establishes its largest gold-investment fund ever, reportedly aiming to buy into mining projec [...]

Here are five things taxpayers must know about how criminals gained access to Internal Revenue Servi [...]

Norwegian parliamentarians say sovereign-wealth fund should aim to reduce climate risk. [...]

A bug allows this specific text message to crash the message app. [...]

If you want a short-term bond fund to match inflation, pay attention to expenses, writes John Coumar [...]

Companies aren’t waiting until after a weekend to announce their mergers on Monday anymore. [...]

 
 
 
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