Aurora Financial Planning & Investment Management

03/27/2025

Had a great time hosting a Speakers Series for the KareBear nonprofit at PebbleCreek. Thanks Mai: President & Kathy Koncel: Health & Wellness Director for asking me to speak on the important topic of: protecting your financial accounts.

03/27/2025

Had a great time today hosting a Speakers Series for the KareBear nonprofit at PebbleCreek. Thanks Mai: President & Kathy Koncel: Health & Wellness Director for asking me to speak on the important topic of: protecting your financial accounts.

01/23/2024

The latest on world economic conditions. January 2024

For timely market analysis, expert podcasts and selected client-friendly materials, BlackRock is one of the world’s leading providers of insights to advisors.

11/04/2022

The latest from First Trust. My source for investment news.

11/03/2022

We have all been through a lot in the past few years. Do you need to re-evaluate where you're at?

Tough Times Call for Tough Actions. Use this time now to re-think your financial life Kathleen J. Owens November 3, 2022 We’ve all been through hell for the past two- and three-quarter years. Some more than others. My fiancé was killed by the Corona virus. It’s been a heartbreaking and stressfu...

12/06/2021

My views were part of this article about changes to the rules that allow financial advisers to "advertise". (spoiler alert: I'm against it!).

“Testimonials will be on the top of the page of a firm’s website.” Whether this will lead to the digital Wild West remains to be seen.

06/06/2021

Enjoy your life with less stress! Get a plan now. Contact me to learn how easy it is.

05/15/2021

The pandemic has forced us to live differently. Are there changes you would like to keep, or would you like to go back to your old ways?

The Covid pandemic forced us to adopt new routines. Take this time to assess if you should change your behaviors to improve your finances.

05/13/2021

I had the privilege of contributing to this investment banking whitepaper on Special Purpose Acquisition Companies.

SPACs (Special Purpose Acquisition Companies) are a great alternative for some established companies with significant revenue and real earnings that would otherwise be qualified to do an IPO. However, those with little revenue or no earnings are subjecting themselves to the unpredictability of the p...

02/25/2021

Want more time in your day? Maybe you can use these tips to get more organized and productive. I've gathered the best ideas from my 18 years of working with successful individuals.

Take back your time and maybe earn more money as a result! February 24, 2021 Kathleen Owens Some people seem to get a lot accomplished each day, and it may be a mystery how they do it. Anyone can learn to become more productive by becoming consistent.

02/12/2021

Check out my latest Linkedin article.

February 10, 2021 Kathleen J. Owens - Fiduciary | Financial Planner You've probably heard about the recent incident with Robinhood traders driving up the price of GameStop, and AMC stock to tank a hedge funds short position on these stocks.

12/22/2020

Here's my best tip ever!

Get your kids earning money now. The payoff in the future will be huge!