Tag Archives: wealth

The Health-Wealth Connection

It’s a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet more financial struggles.

Posted in Financial Services | Tagged , , , , , , , | Leave a comment

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.

Posted in Firm News, Mailchimp RSS | Tagged , , , , , , , , | Leave a comment

Housing Selling Season

Housing is an important component of the U.S. economy. Monitoring this sector’s strength and growth trend has forecasting value. Housing prices are looking to continue increasing and driving the U.S. economy.

Posted in Aurum Wealth Management, Mailchimp RSS | Tagged , , , , , , , , , , , , , | Leave a comment

On The Hiking Trail

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.

Posted in Aurum Wealth Management, Mailchimp RSS | Tagged , , , , , , , , , | Leave a comment

Valuation and Litigation Advisory News Links – November 2016

Get caught up on what’s happening in the valuation and litigation advisory profession.

Posted in Valuation & Litigation Services | Tagged , , , , , , , , , | Leave a comment

Alternative Minimum Tax Update

AMT may not be the most familiar topic, but what I’m about to share with you can help you begin to wrap your arms around the byzantine conundrum that is that AMT, and then plan for it as we approach 2017.

Posted in CPA & Business Advisory, Mailchimp RSS | Tagged , , , , , , , , | Leave a comment

Show Me the Money Markets Reform

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

Posted in Aurum Wealth Management, Mailchimp RSS | Tagged , , , , , , , , | Leave a comment

2 for the Bulls & 2 for the Bears

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.

Posted in Aurum Wealth Management | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

Skoda Minotti Hires Scott Swain as Tax Partner

Skoda Minotti, a national CPA, financial and business advisory firm headquartered in Cleveland, Ohio, is pleased to announce the addition of Scott J. Swain, CPA, CFA, CFP® to its Tax Planning & Preparation group. Swain will serve as partner and work with individual clients, flow-through entities, LLCs, partnerships and S Corps. In addition, he will assist […]

Posted in Firm News, Mailchimp RSS | 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