Not all accounts are the same. Two statements might look nearly identical—similar balances, familiar names—but the way they are structured can lead to very different outcomes over time. The type of account and the way it’s titled quietly shape how assets are taxed, how they can be
Auour has been evolving the technology we use to communicate with clients and friends. Alongside those changes, we thought it was a good time to adjust the rhythm of our outreach. This note is the inaugural issue of the new format, which we hope will prove to be an improvement.
The 15-Minute Check That Prevents Expensive Financial Mistakes When something goes wrong financially, people usually assume the markets were the cause. But most expensive financial mistakes don’t start with markets. They start with paperwork. An old beneficiary form. An account titled in a way that made sense years
If you want a simple place to start, here’s a short checklist that many people can work through in about fifteen minutes. Accounts & Ownership ☐ List every financial account (brokerage, retirement, bank, insurance, business interests) ☐ Confirm who legally owns each account ☐ Flag accounts that were opened years ago and
There is a not-so-subtle emotional rotation happening beneath the surface of markets. For the past two years, artificial intelligence has largely been a story of acceleration — capital spending cycles, semiconductor constraints, model improvements, hyperscale infrastructure. The dominant narrative has been about expansion and possibility. AI was framed almost
Taking Ownership Without Going It Alone Statistically, most women will outlive their spouses. The average age of widowhood is 59. Within five years, women are expected to control the majority of the nation’s wealth. But for many, that wealth arrives without a roadmap—often at an emotionally vulnerable time.
One of the disciplines we try to maintain at Auour is spending time on risks and dynamics that are not front-page stories—yet—but could matter enormously if conditions shift. Not because we expect imminent disruption, but because understanding how stress emerges makes us better prepared to respond when
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Auour Investments Named to PSN Top Guns List of Best Performing Strategies for Q3 2025 Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies. Woburn, MA—December 1, 2025— Auour Investments announced today it has been named to the
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FOR IMMEDIATE RELEASE Woburn, MA — November 13, 2025 — Auour Investments, a risk-intelligent investment manager known for its regime-based asset-allocation process and disciplined downside mitigation, today announced a strategic relationship with Highmoor Partners to lead the firm’s distribution efforts to the financial adviser community. Under this arrangement,
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Turning Capital into Knowledge We are living through one of those rare moments when technology doesn't just improve—it transforms. Consumer-ready artificial intelligence arrived in late 2023 with remarkable speed and impact. In such a short time, we've seen AI systems pass the bar exam,
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Auour Investments Named to PSN Top Guns List of Best Performing Strategies for Q2 2025 Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies. Woburn, MA—August 25, 2025— Auour Investments announced today it has been named to the
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We live in a world where financial products are marketed like luxury memberships. Join the club. Get access to “exclusive” deals. Diversify away from the boring public markets and into alternatives where the real money is made. The pitch is seductive—especially when wrapped in sleek websites and bold promises.
