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Though it was a shortened week last week, the stock markets rode the heat wave right into the July 4th holiday with all major US Indices on the rise.

Read Full Article Here: https://www.aurochsfinancial.com/wp-content/uploads/2019/07/Strong-Week-for-the-4th.pdf

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)

The post Strong Week for the 4th appeared first on Aurochs Financial.

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If you’re new to investing, you may encounter some unfamiliar jargon. Understanding the following terms may help you become a
more confident investor.

Read Full Article Here: https://www.aurochsfinancial.com/wp-content/uploads/2019/06/10-Terms-Every-Investor-Should-Know.pdf

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)

The post 10 Terms Every Investor Should Know appeared first on Aurochs Financial.

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The new AdvisorClient.com (TDA client website), can save you, valuable time. It is more advanced. More streamlined. More of everything you want. From an Amazon Alexa voice skill that allows you to check your balance without lifting a finger, to mobile deposits and a very easy-to-use interface, there’s a lot to explore.

Let’s do this! Check out our new AdvisorClient.com demo site today.

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)

The post TDA: New AdvisorClient.com appeared first on Aurochs Financial.

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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.

We’ll take you through the discovery process to get very clear on where you are now, where you want to go and what the gaps are. Then we’ll evaluate whether your current financial advisors are taking good care of you. If they are, we’ll recommend that you stay with your current advisors. If not, we’ll evaluate whether we would be the right advisors.  Since we limit our practice to a few households that we can make a significant impact on, it is important that we only onboard households that have the financial complexity to warrant our comprehensive approach.  If we’re not the right advisors for you, we promise to point you in the direction of the right solutions.

Follow the following link for more information and to fill in your information to start the 2nd opinion process.

2nd Opinion Service

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)

The post Aurochs Financial-2nd Opinion Service appeared first on Aurochs Financial.

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Rick was recently asked to contribute to Squared Away, a blog written by Kim Blanton. Click below to see what Rick recommends for the Class of 2019: Low Rent Key to Survival.

Read Blog Here: https://squaredawayblog.bc.edu/squared-away/class-of-2019-low-rent-key-to-survival/

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)

The post Financial Behavior: Work, Save, Retire appeared first on Aurochs Financial.

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Investment opportunities exist all around the globe.  Across more than 40 countries, there are over 15,000 publicly traded companies.1 If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies and stock markets are doing at the time. Fluctuations in performance from year to year only add to the complexity, providing little useful information about future returns.

Daunted by the prospects of sorting it out, some investors look to the place they know best—their home market. There can be good reasons, such as tax benefits, for prioritizing an investment close to home, but too much home bias could mean underweighting or missing out on part of the investment universe.

Read Full Article Here: https://www.aurochsfinancial.com/wp-content/uploads/2019/06/The-Randomness-of-Global-Equity-Returns.pdf

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)

The post The Randomness of Global Equity Returns appeared first on Aurochs Financial.

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Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task.

But take heart. Becoming familiar with a few basic concepts could help you have more confidence in your investing decisions. So don’t be intimidated by complicated-sounding jargon, and don’t hesitate to ask questions — after all, this is your money.

Read full article here: https://www.aurochsfinancial.com/wp-content/uploads/2019/05/Fundamental-Concepts-for-New-Investors.pdf

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)

The post Fundamental Concepts for New Investors appeared first on Aurochs Financial.

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One of the many decisions you will need to make when leaving your employer is what to do with the money in your Employer Sponsored Retirement Savings Plan. Typically you have 4 options. Watch the video below to learn further what those options are.

Watch Video Here: https://www.forefieldkt.com/kt/htmlnl.aspx/kt/HtmlNL.aspx?pvw=E6A8F52C778DA2560E136F1429674CA9DE3388A07F7EA2344F441A0A1147533CB26E073AE1741865821E32FFD17DDE86AE1B9309827BDFAAA0728C6934DAB912A2E816EAB60CB23357FE66A5905D15591E065093A38E32FAE4F7D6889B4808448AC96FCF3DEAA1301F77DEF997A1A1B1&pvt=B540383DAA16008773B41654C7408A4642E80A4CEB068C20E00430F78AAAB463F065F888D7B16D0D362F8499780293DA812C1DE5EF7FCB771D48F869017942DD6F27CA5099AD3D11A0036860B7951901

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)

The post Leaving Your Employer? Don’t Forget Your Retirement Savings Plan appeared first on Aurochs Financial.

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If you have a High-deductible health plan (HDHP) or considering enrolling in one, you might also consider a Health Savings Account (HSA). The two can work hand in hand to help you save money on health care.

Watch Video: https://www.forefieldkt.com/kt/htmlnl.aspx/kt/HtmlNL.aspx?pvw=7482B357F2EDC40F9DF2F01FFE6F0A768F70A3336A01FBE30114F26E84CBD514AB15A97007C64A72687062CACC23120EAB3C894436CC128BCDF65BAB9E1A8EA87BABB7C9E65000A8F97DD73C5266870B6298FE4E868B3C8278832058D8D93C98293C1049F302101744830177E14BF7A3&pvt=3B2CA05846B5B6A495A9AD27FA1B6AA6F79E804DD2DCE0781C2AD0FB036A7FA1C8ACB74873D1A8C05D7FB021B8066C5923AE4744B17D81CDB8778040B7040773B09979B5E45B9C01D289E82C12927042

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)

The post Should You Consider a Health Savings Account appeared first on Aurochs Financial.

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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.

We’ll take you through the discovery process to get very clear on where you are now, where you want to go and what the gaps are. Then we’ll evaluate whether your current financial advisors are taking good care of you. If they are, we’ll recommend that you stay with your current advisors. If not, we’ll evaluate whether we would be the right advisors.  Since we limit our practice to a few households that we can make a significant impact on, it is important that we only onboard households that have the financial complexity to warrant our comprehensive approach.  If we’re not the right advisors for you, we promise to point you in the direction of the right solutions.

Follow the following link for more information and to fill in your information to start the 2nd opinion process.

2nd Opinion Service

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)

The post Aurochs Financial-2nd Opinion Service appeared first on Aurochs Financial.

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