Women and Wealth: Taking Control
Aurochs Financial understand the challenges women face and can deliver financial guidance to help you achieve your goals.Read More
Foundations of Dimensional Investing II
We have used Dimensional Funds (DFA) in our client’s portfolios since I started managing investments for clients. We continue to recommend DFA funds due to our research. I feel our approach puts clients on a path to achieve their most important financial goals. http://www.aurochsfinancial.com/investment-approachRead More
Foundations of Dimensional Investing
We have used Dimensional Funds (DFA) in our client’s portfolios since I started managing investments for clients. We continue to recommend DFA funds due to our research. I feel our approach puts clients on a path to achieve their most important financial goals. http://www.aurochsfinancial.com/investment-approachRead More
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
Changing Market-Municipal Bonds After Tax Reform
January is typically a strong month for the municipal bond market, but 2018 began with the worst January performance since 1981, driven by rising interest rates and uncertainty over changes in the Tax Cuts and Jobs Act (TCJA).1 The muni market stabilized through April 2018, but uncertainty remains.2 The tax law changed the playing field for these investments, which could affect supply and demand.Read More
How do I Handle the Ups and Downs
Independent financial advisors explain that maintaining a well-diversified portfolio allocated according to your risk tolerance, investment goals, and time horizon is the key to handling market volatility.Read More
Understanding Social Security
Approximately 66 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. (Source: Fast Facts & Figures About Social Security, 2017) Although most people receiving Social Security are retired, you and your family members may be eligible for benefits at any age, depending on your circumstances.Read More
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
Tax Cuts and Jobs Act-529 Plans Expanded
In December 2017, the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law.
College students and their parents dodged a major bullet with the legislation, as initial drafts of the bill
included the elimination of Coverdell Education Savings Accounts, the Lifetime Learning Credit, and the
student loan interest deduction. What did make the final cut was the expanded use of 529 plans.Read More
A Window Into the Financial Confidence of Widows
In 2011, the U.S. Census Bureau reported that more than 12 million women were widowed, with their ranks growing at the rate of another one million per year.Read More