Category Archives: Aurum Wealth Management

What’s Shaking Markets?

Posted on Monday, July 9, 2018 by

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.

Also posted in Mailchimp RSS | | Tagged , , , , , , , , , , | Leave a comment


Four Surprising Charts

Posted on Monday, June 11, 2018 by

In this article, we review a collection of charts and data detailing areas affecting the global economy and markets.

Also posted in Mailchimp RSS | | Tagged , , , , , , , | Leave a comment


Spring Selling Season: Housing Update

Posted on Monday, May 14, 2018 by

With spring selling season upon us, let’s take a trip through the latest data.

Also posted in Mailchimp RSS | | Tagged , , , , , , , , , | Leave a comment


What’s the ‘Deal’ With Private Equity?

Posted on Tuesday, April 10, 2018 by

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.

Also posted in Mailchimp RSS | | Tagged , , , , , , , , | Leave a comment


Finding the Flow: Hoops and Funds

Posted on Sunday, March 25, 2018 by

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.

Also posted in Mailchimp RSS | | Tagged , , , , , , , , | Leave a comment


Market Update

Posted on Friday, February 16, 2018 by

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.

Also posted in Mailchimp RSS | | Tagged , , , , , , , | Leave a comment


Why Did I Get Taxed on My Employer-Owned Life Insurance Benefit?

Posted on Wednesday, February 14, 2018 by

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.

Also posted in Mailchimp RSS | | Tagged , , , , , , , , | Leave a comment


Tax Cuts: What’s Baked Into Expectations?

Posted on Tuesday, January 2, 2018 by

A tax cut puts more money in shareholders’ pockets and that is a good thing for company stock prices. Looking ahead in the U.S., analysts forecast the highest earnings growth for mid-sized companies.

Also posted in Mailchimp RSS | | Tagged , , , , , , , , , | Leave a comment


Picking a Stock: Not For The Faint of Heart

Posted on Tuesday, November 28, 2017 by

Diversification plays an important role in financial planning and portfolio management. While picking stocks for a small portion of assets could be interesting or even entertaining, it stacks the odds against outperforming a simple market index.

Also posted in Mailchimp RSS | | Tagged , , , , , , , | Leave a comment


Ready For The Pitch

Posted on Sunday, September 24, 2017 by

Many people say the hardest thing to do in sports is hit a fastball. Well, the Indians just hit fastballs for 22 straight games. Here in our world, though, we have different sorts of pitches we take every day.

Also posted in Mailchimp RSS | | Tagged , , , , , , , , | Leave a comment


© Copyright 2018 Skoda Minotti | Privacy Policy | Disclaimer | Remote Support
Cleveland 440-449-6800 | Akron 330-668-1100 | Tampa 813-288-8826
Website designed and developed by Skoda Minotti Strategic Marketing