Insights
What is “the market”?
There are different markets for investments—a stock market, a bond market, and a currency market, to name a few. But even when you narrow in on the stock market, for example, what do we really mean when we say, “The stock market fell x% today?” Let's dive in.
Marry Your Finances
Marriage is a big decision, but the financial questions that come with tying the knot sometimes take a back seat to the excitement. We put together a checklist to help make the conversations around money a little bit easier.
College is expensive; 529 plans can helpÂ
Long before inflation hit the entire economy, it hit college prices. For decades, the cost of higher education has increased faster than prices overall, making it critical for parents to plan ahead if they want to help pay for their child’s education. In that time, 529 college savings plans emerged as the best tool available to help parents save. Let’s get into why you might want to open a 529, how they work, and how they fit into an overall financial plan.
Checklist: What to do after a layoff
If you recently lost your job, it’s normal to feel stressed and confused. But we want to help ensure that stress doesn’t extend to your finances. This checklist can help you keep track of some of the high-level decisions you’ll likely need to make following a layoff.
The Quorum guide to 1031 Exchanges
When it comes to tax strategy, few tactics are more important for real estate investors than the 1031 exchange. In this post we’ll cover what they are, how they work (planning ahead is essential), and how we approach 1031 Exchanges at Quorum Private Wealth.
What is SECURE 2.0?
The word of the year for 2023, so far anyway, is SECURE. If you feel like you’re having déjà vu, there’s a reason for it. Let’s get into the legislation everyone’s talking about, including how it may impact your financial plans.
