Insights
The Quorum Guide to Life Insurance
Life insurance can be a helpful tool for managing risk and protecting your loved ones. However, there are a number of life insurance policies that donât serve that purpose. Before we get into how life insurance can help you in different scenarios, letâs quickly look at the different types of life insurance available on the market today.
What is âthe marketâ?
There are different markets for investmentsâa 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, âThe stock market fell x% today?â 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 childâs education. In that time, 529 college savings plans emerged as the best tool available to help parents save. Letâs get into why you might want to open a 529, how they work, and how they fit into an overall financial plan.
Why cash matters to your portfolio
We tend to think of cash in practical terms, as the money we spend every day. But cash can also play a powerful role in an investment portfolio. In many ways, cash represents opportunity. In this article, weâll cover what cash is, why itâs important, how cash equivalents work, and the role a cash allocation plays in your financial plan.
Checklist: What to do after a layoff
If you recently lost your job, itâs normal to feel stressed and confused. But we want to help ensure that stress doesnât extend to your finances. This checklist can help you keep track of some of the high-level decisions youâll 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 weâll cover what they are, how they work (planning ahead is essential), and how we approach 1031 Exchanges at Quorum Private Wealth.
