2025 Market Recap: Why Diversification Quietly Won the Year
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 about chasing the latest winner or making bold tactical bets. It was about something far more enduring: the quiet, compounding value of global diversification. For Aurelius Family Office clients, this […]
Rebalancing After Strong Markets: Turning Gains Into Lasting Progress
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. The Year After the Rally After another healthy year of gains across most asset classes, many investors begin the new year asking familiar questions. Will the so-called January Effect—the historical […]
Aurelius Family Office Unusual Personal Finance Tips and Tricks
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 unusual things that clients like you can do – legally and above board – to manage money, save more for retirement, or pay fewer taxes, either now or down the […]