Category Archives: Aurum Wealth Management

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


Watching The Weight

Posted on Monday, August 28, 2017 by

In designing portfolios, we talk about the term ‘weight’ as a percentage of the total portfolio to asset classes, strategies, and styles. We throw around the word like everyone knows the meaning as we intend. However, this is not always the case!

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


Puppy Investments

Posted on Monday, August 14, 2017 by

A little over a month ago, my wife and I got a puppy. Before you say anything – I know – what were we thinking taking on this challenge?

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


The Story Behind Americans Owning Stocks

Posted on Thursday, July 6, 2017 by

It’s an unavoidable truth: Markets need more buyers than sellers to push prices higher.

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