November

Stay up-to-date with Auro Wealth Management

“Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.”

Albert Schweitzer

Market Updates and Economic Monitor

November 12
2018

“Character”

by Jeffrey D. Saut
“The true prophet is not he who predicts the future, but he who reads history and reveals the present.”
. . . Eric Hoffer, an American moral and social philosopher. He was the author of ten books and was awarded the Presidential Medal of Freedom in February 1983.
November 6
2018

“Selling”

by Jeffrey D. Saut
Up until last Monday (October 29, 2018) we had focused on our short-term model’s “sell signal” of October 2, 2018. The “S” word alone makes most investors uneasy. They find the “B” word, “buying” more pleasant. The reason for this is perhaps best explained in a book written by Justin and Robert Mamis titled “When to Sell.” Here are some pertinent excerpts:
November 2
2018

Gleanings

by Raymond James
A Monthly Chart Presentation and Discussion Pulling Together the Disciplines of Economics, Fundamentals, Technical Analysis, and Quantitative Analysis
View the latest Gleanings report here.
October 29
2018

“The Perfect Storm”

by Jeffrey D. Saut
Linda Greenlaw, warning Billy over the radio: “Billy? Get outta there! Come about! Let it- let it carry you out of there! What the hell are you doing? Billy! For Christ sake! You're steaming into a bomb! Turn around for Christ sake! Billy, can ya hear me? You're headed right for the middle of the monster! Billy?”
. . . The Perfect Storm (Storm)
October 26
2018

THOUGHTS ON THE MARKET

by Raymond James
October Uncertainty Spooks Investors
October 22
2018

“Maybe I’m Amazed”

by Jeffrey D. Saut
My friend and mentor Ray DeVoe use to say that going over old reports can be an exercise in humility, as you cringe while reading some errant forecast of another time.

Monthly Newsletter

November

The Value of Multigenerational Family Meetings

If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony.

The fact is, family wealth—how it’s managed, transferred and used—can generate major drama among family members. As wealth grows, so does the potential for that money to foment conflicts and bad financial decisions that can reduce a family’s financial position and even ruin intra-family relationships forever.

October

The Importance of Personal Umbrella Policies

What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others?

How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the injury?

What if your dog was attacked by a stranger on your property and bit the person in self-defense—but you were still sued?

September

A Common Sense Guide to Heart Health

It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your career and your community to have not only a thousand dreams, but also the energy and engagement to make them happen?

Videos

Frank Pickett

Branch Manager/Financial Advisor

Frank Pickett and Auto Wealth Management are dedicated to servicing business owners to help them towards achieving their goals and dreams.

Sue Lawther

Financial Advisor

At Auto Wealth Management, our clients matter. Every plan is tailor made for each individual.

Frank Pickett attributes much of his success to the client-centric approach he espouses, shepherding clients through a “complicated and dangerous world.” He has found a niche market helping self-employed business owners capture the value of the assets they have worked so hard to build up over the years.
Any opinions are those of the speaker and not necessarily those of Raymond James. John Bowen and CEG Worldwide are not affiliated with Raymond James. Investing involves risk and investors may incur a profit or a loss.

The first television spot of the “Tales of Financial Pragmatism” campaign for Raymond James, entitled “The Woman Who Lived Longer Than Any Person Who Has Ever Lived,” tells the story of fastidious librarian Emily Skinner who, at the age of 187, still enjoys life to the fullest thanks to careful planning with her Raymond James financial advisor.

Brilliantly practical scientist Harriet Tuttle’s tireless search for a more efficient life concluded with the most unorthodox solution. Harriet created four more Harriets. Together, they were a model of efficiency, accomplishing any number of tasks each day. However, while they looked identical, they were actually quite different.