Category Archives: Aurum Wealth Management

On The Hiking Trail

Posted on Friday, March 17, 2017 by

During the previous business cycle, the Federal Reserve raised interest rates 17 times in increments of 0.25%, taking the Fed funds rate from 1.00% to 5.25%. The committee increased rates at each meeting over 24 months from June 2004 to July of 2006. While the Federal Reserve controls the Fed funds rate, it influences the bond market.

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


Snowball Lessons

Posted on Wednesday, March 1, 2017 by

I have a confession to make. Despite Warren Buffett being the most successful investor of all time, I never was really interested in him. He felt like the mega-band that everyone already knew about; like proclaiming U2 was your favorite band at the peak of Bono’s popularity.

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


U.S. Economic Update

Posted on Wednesday, February 22, 2017 by

Broadly speaking, the U.S. economy continues expanding nicely. When looking at leading economic data from the 50 states, 45 are in expansionary mode.

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


Why Do We Love Round Numbers?

Posted on Friday, December 23, 2016 by

As the Dow approaches 20,000 points, we dig into why people care so much.

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


The Starting Line for Reagan vs. Trump

Posted on Friday, December 9, 2016 by

Even presidents cannot stop business and market cycles. That is why the starting line is so important.

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


Big Bad Bond Market

Posted on Monday, November 21, 2016 by

The post-election story for financial markets are not just stocks, its bonds.

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


Post-Election Outlook

Posted on Wednesday, November 9, 2016 by

Political values are important to individuals, but mixing politics with portfolio decisions is not profitable on a consistent and repeatable basis.

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


Do You Know What’s In Your Index?

Posted on Friday, November 4, 2016 by

We peek under the hood to see what investments a few popular indices do and do not own.

| Tagged , , , , , , , , , , | Leave a comment


IRA + HSA – The Alphabet Soup of Retirement Savings

Posted on Wednesday, October 19, 2016 by

Health Savings Accounts (HSAs) have been around since 2003 as a tax-preferred savings vehicle for participants in high-deductible health insurance plans. Despite their name, HSAs can serve as an excellent tool for retirement savings as well.

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


Politics and the Markets

Posted on Monday, October 17, 2016 by

There are investment opportunities for those willing to look at uncomfortable places. Equity momentum is positive across regions. The back-up in interest rates could offer up compelling value in fixed income as well.

| Tagged , , , , , , , | Leave a comment


© Copyright 2017 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