Insights

Checklist: Changing jobs

This checklist can help you keep track of some of the high-level decisions you likely need to make when changing jobs. In addition to reviewing what you might want to consider in this checklist, we can also meet to discuss whether any changes to your overall plan may be necessary.

Roth conversions: When (and why) they make sense

Roth IRAs can be a great tool when it comes to both tax strategy and income planning in retirement. This article explores why we might make that recommendation by answering a few key questions.

Sanctuary Wealth Partner Quorum Private Wealth Goes Bicoastal

Quorum Private Wealth is now bi-coastal with the opening of the New York-Metro office led by Partner Dylan O'Shea.

Investment accounts: Do you have a tax strategy?

When we talk about diversification, there’s more to consider than just what mix of stocks and bonds you have in your portfolio. We also want to consider the type of accounts you have those assets in. Let's dive in.

Leverage 101: How to get strategic about debt

Whether it's student loans, a mortgage, or credit cards, debt is a reality for most of us. With inflation and interest rates front and center, there’s never been a better time to review the basics of smart debt.

Quorum Private Wealth – Dylan O’Shea FAQs

Quorum Announces New York-Metro Office Opening! Welcome Dylan O’Shea & Sunny Springer!

Quorum Private Wealth is expanding our capabilities and going bi-coastal! We are proud to welcome our new Partner, Dylan O’Shea, an 11-year Merrill veteran, who will be head of Quorum’s New York-Metro office. His high-touch service model and client base fits seamlessly with our vision and mission, and we are excited to be working together. Dylan will be supported by Wealth Associate Sunny Springer, who is a 10-year financial services professional. Welcome Dylan and Sunny!

Equity compensation: An overview

The trend toward equity compensation has only accelerated over the past decade as companies look for new and creative ways to attract and retain top talent. Generally speaking, we tend to look at equity compensation as a hierarchy, with restricted stock units (RSUs) as the most valuable offering, followed by incentive stock options (ISOs), and then non-qualified stock options (NSOs). We also consider employee stock purchase plans. Let’s look at why that is.