Tag Archives: investment

Measurement of Financial Assets and Financial Liabilities

The Financial Accounting Standards Board issued a new accounting rule that will significantly change the way both large and small companies account for their equity investments in other companies.

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Aurum Wealth Management Group LLC Finalizes Combination Agreement With Reghetti Moore Wealth Advisors

Aurum Wealth Management Group LLC, is pleased to announce that it has finalized an agreement to combine the assets and human capital of Reghetti Moore Wealth Advisors (Reghetti Moore), an Akron, Ohio-based wealth management firm.

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Passive Investments and Active Decisions

While the industry may call using index funds ‘passive,’ the investment process does not have to be.

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Spring Cleaning Your Finances

While most spring cleaning projects are likely focused on your home, you could take this time to evaluate and clean up your personal finances as well.

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Finding Gold in Logistics

For private equity firms, outside help can be instrumental in boosting the financial value of portfolio companies to get a greater return when those companies are sold.

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Do You Know What’s In Your Index?

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

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Investors Are Human, Too

Researchers in the field of behavioral finance have studied how cognitive biases in human thinking can affect investor behavior. Understanding the influence of human nature might help you overcome these common psychological traps.

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The Emerging Gap

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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Be Prepared to Retire in a Volatile Market

In an ideal world, your retirement would be timed perfectly. You would be ready to leave the workforce, your debt would be paid off, and your nest egg would be large enough to provide a comfortable retirement–with some left over to leave a legacy for your heirs.

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Mid-Year 2016: An Investment Reality Check

Market volatility is alive and well in 2016. Whether the markets are up or down, reviewing your portfolio with your financial professional can be an excellent way to keep your investments on track, and midway through the year is a good time for a reality check. Here are three questions to consider.

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