Explore our latest insights on wealth planning, capital wealth management, and more. Our blog posts are designed to keep you informed, empowered, and prepared for every stage of your financial journey.
Why Aurelius Family Office’s investment philosophy matters more than headlines Periods of geopolitical conflict—like the current tensions in the Middle East—have a way of capturing
2025 was a solid year for investors with diversified portfolios. Markets delivered another year of strong headline returns, but the deeper story of 2025 wasn’t
After another year of broad market gains, rebalancing is less about predicting what comes next—and more about managing risk, taxes, and real-life goals with intention.
At Aurelius Family Office, we pretty much stick to our financial planning playbook, but every once in a while, we come across creative and somewhat
The Freedom of the Open Road For generations, driving has symbolized independence in America. The ability to get behind the wheel, choose your own destination,
There’s a recurring dilemma in investment management: suffer a little pain now or risk a bigger one later. You made money this year—perhaps a lot
Jump links:What the One Big Beautiful Bill Means for 2026 Tax PolicyRetirement Planning Scenarios That Bring OBBB to LifeWhy OBBB Makes Ongoing Tax Planning Essential
On July 4, 2025, Congress enacted the One Big Beautiful Bill (OBBB), a landmark tax package that both cements many of the 2017 “Trump tax cuts” and
If you followed the financial headlines in the second quarter of 2025, you likely experienced a sense of whiplash. April’s sharp sell-off, triggered by unexpected
Jump to:8 Things to Know If You Plan to Take Early Retirement from the Federal GovernmentSmart Financial Moves for Laid-Off or Retiring Federal WorkersWhy Retirement
Jump to:Risk Capacity vs. Risk Tolerance: What’s the Difference?What Is Risk Capacity and Why Does It Matter?Action Steps to Strengthen Your Risk CapacityHow Debt Impacts
Jump to:A Closer Look at Strategic vs. Tactical InvestingFactors Affecting Strategic Asset AllocationStrategic Asset Allocation: A Contrarian ApproachTemporary Downturns Will Likely Continue to Wreak HavocExamples
Jump to:Managing Custodial Fees for Investments: What Clients Should KnowWhat Are Custodial Fees?Impact on Fees for Individual InvestorsRising Costs Across the IndustryMaking Tradeoffs: Fees vs.
“Time is your friend; impulse is your enemy.” – John Bogle Jump to:The Strength of Today’s EconomyTurn Down the NoiseWhy Panic Doesn’t PayThe Swinging Pendulum
Jump to:The Tax Friction in Portfolio RebalancingTax Efficiency and Portfolio ManagementThe Role of Labor Income in Portfolio StrategyOur Further InterpretationsBalancing Tax Efficiency and Portfolio GrowthThe
“Henley” was a lifelong real estate agent and investor turned mogul.* He loved buying properties, much of them vacation and lakefront, but was never too
Jump to:What Direct Influence Do Presidents Have Over the Economy?How Will the Presidential Candidates’ Tax Proposals Affect Me?How Would a Possible Sunset of the 2017
Earlier this week, it was reported that 2.9 billion people had their data, including Social Security numbers, hacked after a data breach from National Public Data, a
Jump to:Why Did the Stock Market Drop?How Should We React to the Stock Market Drop?Is Now a Good Time To Pull Out of Stocks? The
Welcome to the Aurelius Family Office blog! As experienced financial professionals, we’re dedicated to assisting clients in reaching their financial aspirations through thoughtful financial planning
