$1.5B AUM Merrill Team Partners With Sanctuary To Go Independent

Sanctuary Wealth has partnered with Mike Barry and Kelly Milligan to launch Quorum Private Wealth, an independent firm based in Walnut Creek, Calif., the companies said in a recent news release.

How contingent fee attorneys can lower their taxes

Contingent fee attorneys fight hard for their clients, who are often victims of horrible accidents or other tragedies. But when it comes to paying taxes on those contingent fees, however, these attorneys become victims…of the progressive tax system.

The state of the economy

Politicians love to throw around economic statistics on the campaign trail. We put together a nonpartisan primer to help you cut through the spin.

Dylan O’Shea

Trump 2.0 and your money

Policy ideas from the incoming Trump administration could impact your financial life in myriad ways. We look at what potential changes could be in store plus how Trump’s second term is shaping up to be different from his first.

Are commodities a golden opportunity?

After a summer spent talking about gold, silver, and bronze, we're focused on how big picture commodity investing can fit into an investor portfolio.

Kelly Milligan

6 ways to think about charitable giving