Posted on Tuesday, February 5, 2019 by Michael McKeown, CFA, CPA
If you have ever been to the Aurum offices or talked to one of our advisors, you will know behavioral finance is a passion. The intersection of psychology, money, and investment decision making is so not only interesting, but also vital to long-term financial plans.
Posted on Tuesday, December 11, 2018 by Michael McKeown, CFA, CPA
Contrary to what many believe, the economy and stock market are not the same. Studies show over time and across regions that exceeding low expectations for the economy usually comes with positive stock market performance. In turn, disappointing economic results relative to expectations leads to poor stock market performance.
Posted on Tuesday, October 30, 2018 by Michael McKeown, CFA, CPA
Both the four-year presidential term and the stock market follow an interesting pattern. If people feel good about the economy, they are much more likely to vote for the party currently in power. Right or wrong, putting more money in the system primes the economic engine.
Posted on Monday, July 9, 2018 by Michael McKeown, CFA, CPA
Between the market volatility in stocks and bonds this past month, moving markets are hot topics of discussion. We look into the reasons why markets hate the uncertainty of tariffs and the Fed’s latest moves.
Posted on Monday, June 11, 2018 by Michael McKeown, CFA, CPA
In this article, we review a collection of charts and data detailing areas affecting the global economy and markets.
Posted on Monday, May 14, 2018 by Michael McKeown, CFA, CPA
With spring selling season upon us, let’s take a trip through the latest data.
Posted on Tuesday, April 10, 2018 by Michael McKeown, CFA, CPA
After decades of fundraising by private equity managers in the institutional investment world, pensions and endowments are tapped out. As a result, we are getting more inbound calls and emails from private equity and debt managers looking to raise money. We should probably take a step back and wonder why.
Posted on Sunday, March 25, 2018 by Michael McKeown, CFA, CPA
The NCAA hoops tournament gives us the best time to watch the flow in action. We also like to watch the money flows into different investment funds. It gives an idea where investors may be getting too aggressive and where risks are building.
Posted on Friday, February 16, 2018 by Michael McKeown, CFA, CPA
We are in the midst of the 28th time the stock market fell between 10% to 20% since 1945. A peak to trough move in prices such as this happens every three years on average. It should be expected by stock investors. The speed of this fall, however, was extremely quick. It spanned only two weeks in time.
Posted on Wednesday, February 14, 2018 by Alynne Zielinski, CERTIFIED FINANCIAL PLANNER™
Hidden inside the Pension Protection Act is a provision regarding Employer-Owned Life Insurance (EOLI) that could cost your business hundreds of thousands of dollars.
