Search Results for: risk
Will the stock market crash? Quorum shares risks with U.S. News
U.S. News asked Quorum Managing Partner Kelly Milligan to weigh in on the 7 risks to the stock market in 2024.
March 2025 market update
The new administrationâs priority of âreindustrializing the U.S.â is coming into focus as tariff announcements - even if softened or rescinded - indicated that this is a policy, not just a campaign plank. Throughout the month, the Department of Government Efficiency (âDOGEâ) continued its mandate of shrinking government with a raft of layoffs. Headlines on these two topics led to growing fears that an increasingly pessimistic consumer would stop spending, and that inflation would begin to spike once more. While the market response throughout February was to react with higher volatility, equities largely closed out February with only moderate losses.
Be intentional with your wealth
Most people donât set out to accumulate wealth for the sake of it. Rather, people want to live comfortably and provide for their families. After that, many hope to put their money to work in the world. Truly maximizing your wealth requires you to manage it with intention. And those conversations require you to touch on more than just your finances.
How institutions invest
When it comes to investing, you sometimes hear the phrase âbig moneyâ thrown around. That term loosely refers to institutional investorsâlarge funds managed on behalf of an institution or group of people. These âbig moneyâ funds, which include university endowments, pensions, sovereign wealth funds, and so on, often manage enough capital that they have the power to move the market if they make big updates to their holdings. They also tend to report higher-than-average returns.
Inflation risk: What it is, and why it matters
Even ânormalâ inflation (the average inflation rate is around 3% a year) means that your money will buy less over time.
After a natural disaster: The logistics
Accidents and emergencies can happen to anyone, but natural disasters cause an entirely different type and scale of destruction. Once youâve ensured that your friends and family are safe, follow these steps to help protect your finances.
How to build generational wealth
A 20-year study by the Williams Group found 70% of wealth is lost in the first generational transfer, and a full 90% by the third. Additional studies have shown that these monetary losses often translate to family strife. So how can you preserve the wealth youâve built for your family for generations to come? Be intentional about your money and what youâre building, create an estate plan that provides for future generations, and keep up with financial planning.
January 2025 Market Update
The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures. However, the economy is in a very different place than it was eight or even four years ago. Will a new economic cycle and a vastly different interest rate environment change plans and outcomes?Â
