The way you generate income in retirement—how you prioritize different sources of income and time your withdrawals—can have a big impact on your portfolio, your lifestyle, and even your legacy.
A roundup of what worked and what didn’t in 2023… and what that means for us in 2024. Kelly Milligan recaps the year for Advisor Perspectives.
U.S. News asked Quorum Managing Partner Kelly Milligan to weigh in on the 7 risks to the stock market in 2024.
Stocks started the year strong, but data may show cracks in an otherwise strong economy.
Co-founder Kelly Milligan on why (and how) the stock market beat the odds in 2023.
The drama around the timing of the Federal Reserve’s first cuts to the key short-term interest rate continued in last few weeks of the old year and into the first week of the new year.