July

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

July 15
2019

Investment Strategy Quarterly

by Raymond James
Volume 11, Issue 3, July 2019

Download the latest ISQ from Raymond James
here.
July 15
2019

Thoughts of the Week

by Larry Adam, Chief Investment Officer, Private Client Group
July 15
2019
July 15
2019
July 1
2019

Thoughts of the Week

by Larry Adam, Chief Investment Officer, Private Client Group

Monthly Newsletter

July

Work Smarter—Not Harder: Reclaim your time and energy to live your best life!

 

Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out in the world. If you feel like you spend too much of that time on things that don’t add value to your life, you’re not alone.

The good news: It’s easier than ever to generate stronger results, both personally and professionally, while actually making less effort.

June

Estate Planning: Don’t Forget Your Pet!

If you are part of the 68 percent of U.S. households that own a pet[1], you probably think of it as a true member of the family—one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken any steps to ensure the family dog, cat, horse or other animal will be well taken care of if it outlives you?

If not, it’s probably time to think about how to make your treasured pet part of your estate plan. Even if you do have a plan, it might make sense to review and revisit it to ensure it’s still on track.

Here are some key steps to take and resources that can help.

May

Three Questions to Answer Before You Purchase Life Insurance

Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of the policy—the money that the insurance company pays out in the event of the insured’s death.

Videos

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.