Monthly Archives: November 2019
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Aurochs Financial-2nd Opinion Service

2nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More

The AdvisorClient Experience – TDA Website

TD Ameritrade knows that more than anything, the experience we give your clients matters. TDA want to provide them with easily accessible account information is paramount, and that’s why AdvisorClient® from TD Ameritrade Institutional is getting an upgrade. Starting November 21, 2019, all new clients will be automatically set up on the redesigned, user-friendly platform.*

This streamlined AdvisorClient experience will allow clients to efficiently access:

  • Upcoming cash activity
  • Retirement contributions, distributions, and RMD information
  • Position level gains and losses sourced from GainsKeeper®
  • Tax document e-delivery enrollment
  • Balance history chart

Plus, they’ll continue to enjoy secure access to account values, positions, balances, and more on accounts held in custody by TD Ameritrade Institutional, anytime, anywhere.

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)

 

Could a Health Savings Account Help Strengthen Your Retirement Plan?

A health savings account (HSA) is a tax-advantaged account linked with a high-deductible health plan (HDHP). They work together to help you cover your current health-care costs and also save for your future needs.Read More

Viewing the Premiums Performance Through History’s Lens (US)

There’s a misconception in the markets: value stocks have lost their vigor. Value stocks have under performed growth stocks over the past decade. In the US, the annualized compound return has been 12.9% for value stocks, or those trading at a low price relative to their book value. That contrasts with 16.3% annualized compound return for growth stocks, or those with a high relative price.Read More




15600 Wayzata Blvd., Suite 100
Wayzata, MN 55391

952.470.5049
rick@aurochsfinancial.com

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