Category Archives: Aurum Wealth Management

Great Expectations

Posted on Tuesday, December 11, 2018 by

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.

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What Midterms Mean For Markets

Posted on Tuesday, October 30, 2018 by

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. 

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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