Tag Archives: investment

Managing Debt While Saving for Retirement

It’s a Catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement.

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Kickstart Your College Fund with a 529 Plan

If you’re looking to save money for college, one option to consider is a 529 college savings plan.

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Working in Retirement: What You Need to Know

Planning on working during retirement? If so, you’re not alone.

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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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