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
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
The Human Response to Change
The Human Response to Change
Change is personal. Most anyone can tell you that change is constant. But practically no one will tell you it’s easy. Maybe that’s because changes don’t just happen; they happen to people. And when those changes happen to be us, we tend to take those life transitions pretty personally. That’s all part of being human.
Here at Aurochs Financial, we never forget that when change happens in your life, it affects how you feel. And how you feel affects how you think and act. As Financial Transitionists®, we believe it’s our responsibility to recognize how the change in your life is affecting you so we can assist you in working through it in the manner and time that are best for you.Read More