Category Archives: Aurum Wealth Management

Show Me the Money Markets Reform

Posted on Tuesday, September 20, 2016 by

In a quiet corner of the asset management world, big changes are impacting investors.

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The Emerging Gap

Posted on Friday, August 26, 2016 by

With yields on bonds low and prices in U.S. stocks hitting all-time highs, many are wondering where investment opportunities lie. We get back to basics and dive into a compelling asset class.

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Politicians Changing Attitude Toward Debt

Posted on Monday, August 1, 2016 by

It was only a few years ago that people from both sides of the aisle in Congress were calling for austerity. The same went for members of the ECB and politicians in Germany and the UK. All across the globe cutting debt was the way to prosperity. It turns out those policies were wrong.

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Brexit Breakdown

Posted on Monday, June 27, 2016 by

After four decades as a member, on Thursday, voters in the U.K. voted to leave the European Union. What does this mean for the country?

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Back Door Roth IRA

Posted on Wednesday, June 8, 2016 by

What we don’t see in the Protecting Americans from Tax Hikes Act of 2015 is any mention of the “back door Roth strategy.” With this in mind, high-income individuals who aren’t eligible to contribute to a Roth IRA in the traditional manner are – at least for one more year – permitted to do a Roth conversion.

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What State Economies Tell Us About the Country

Posted on Friday, April 29, 2016 by

Looking beneath the surface of the national economy helps put today’s economic environment in perspective.

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The Global Market Portfolio

Posted on Tuesday, March 15, 2016 by

Out of the all of the investable assets around the globe, where is your portfolio? We examine the world’s total asset mix as a comparison tool for investors.

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3 Watch List Ideas for Investment Committees

Posted on Friday, February 26, 2016 by

For those who sit on an investment committee, meetings can become stale and repetitive. This list provides fresh talking points and raises questions about today’s markets for your fellow committee members and consultants.

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2 for the Bulls & 2 for the Bears

Posted on Monday, February 8, 2016 by

There is a big divide among those who are positive and negative on the economic and financial outlook. We serve up charts for both groups this week.

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Big Changes to Accredited Investor Definition & Crowdfunding

Posted on Tuesday, February 2, 2016 by

Last month the SEC published its recommendations on changing the requirements for accredited investors. We think this is a big deal for investors, CPAs, financial advisors and crowdfunding platforms.

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