CLEAR THINKING STARTS

We are pleased to share the latest video message from our Chief Investment Officer, Jeff DeWees. In this update, he discusses the important roles that Asset Allocation and Cash management can play in shaping a well-balanced investment portfolio.

In this video, we break down the latest outlook from the Federal Reserve, what’s driving their decisions, and when rate cuts might actually happen. With markets eyeing September and the Fed staying “data dependent,” we explore the tug-of-war between inflation, employment, and political pressure. Plus, a surprising twist—could Trump’s policies influence the Fed’s timing? Tune in for insights and what it all means for your portfolio.

In our latest update from CIO Jeff DeWees, learn about two portfolio strategies we use here at Auric Capital: Portfolio Rebalancing and Dollar Cost Averaging.

Curious about how to protect yourself from downside risk while still capturing upside potential in ETF investments? Discover this unique strategy in the latest update from CIO, Jeff DeWees!

🌟 Employee Spotlight 🌟 We’re excited to highlight Anna Walters and the amazing work she does here at Auric Capital Partners! Check out the video to learn more about Anna and her impact on our team.

Ever wonder what the difference is between Mutual Funds and Exchange Traded Funds? Check out our latest update from CIO, Jeff DeWees! #Mutual Funds #ETFs #Educational

🎉 Employee Spotlight: John! 🎉 We’re excited to put the spotlight on John, one of our incredible team members! 🌟 John’s dedication, talent, and positive energy make him an essential part of our team. Plus, he’s celebrating an exciting milestone as a newlywed—congrats, John! 💍🎉 💬 Watch the video to get to know John better and see why we’re so lucky to have him on our team!

What are RMDs? Do I need to take one? What happens if I don't? Check out the latest CIO Update from Jeff DeWees to learn all about Required Minimum Distributions.

What is tax loss harvesting? Watch our recent CIO Update from Jeff Dewees to learn about a way to use capital losses to your advantage.

🎉 Employee Spotlight! 🎉 Meet Crystal, one of our amazing team members! Discover how she’s making a difference at Auric Capital Partners. Watch this video to learn more about her!

What is the Fed focused on? How does the rate cut effect mortgages? Check out our CIO update from Jeff Dewees, Managing Director of Investments at Auric Capital Partners.