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wealth management services

retirement

Managing Your Investment Risks After Retirement

By | Retirement Investing

You have a different mindset towards your investments in retirement than you did during your working years. Back then, you built your investment portfolio based on whether you felt comfortable with conservative, moderate, or aggressive risk. Now that you are no longer actively contributing, you probably feel more concerned with achieving consistent performance rather than…

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Raise Business Capital by Selling Company Stock

Raise Business Capital by Selling Company Stock

By | Business Advice

There’s no question that launching a company requires a significant investment of cash, something that is in short supply for most new business owners. While you might prefer sole ownership of your new business, that might not be realistic from a financial standpoint. Selling company stock can be a viable alternative in this situation. However,…

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Transfer Family Wealth Seamlessly with These Tips

Transfer Family Wealth Seamlessly with These Tips

By | Wealth Management

A conversation about money between parents and adult children or grandchildren can feel uncomfortable for everyone involved. However, it’s essential for family members to get past the initial reluctance and sit down to discuss wealth transfers from one generation to the next. This is the best way to ensure that the money one generation has…

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What is the Best Way to Measure Your Company’s Financial Health? 

What is the Best Way to Measure Your Company’s Financial Health? 

By | Business Advice, Wealth Management

While a company’s profit margin is an excellent indicator of its financial health, it’s important to consider several other factors for the most accurate picture. At Aura Wealth, we recommend that clients consider the liquidity, operating efficiency, profitability, and solvency when determining if the company’s current status is good or it could benefit from some…

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