Insights

Could you benefit from net unrealized appreciation (NUA)?

August 13, 2026

If you own a concentrated stock position within your employer-sponsored retirement account, there’s a little-known piece of U.S. tax code that could save you a significant sum of money via

If you own a concentrated stock position within your 401(k), a little-known piece of U.S. code could offer significant tax savings.

August 2026 market update

August 11, 2026

As the conflict between the U.S. and Iran wages on, its impact on oil prices proves continuously relevant to market volatility and the future for inflation. July saw the U.S.

As the conflict between the U.S. and Iran continues, its impact on oil prices proves continuously relevant to market volatility and the future for inflation.

Roth conversions: When (and why) they make sense

August 2, 2026

Roth IRAs can be a tax planning tool in retirement—but contributing to them can require careful planning for those in a higher income bracket.

Roth IRAs can be a great tool tax planning tool in retirement—but contributing to them can require careful planning for those in a higher income bracket.

3 ways to approach a concentrated stock position

July 30, 2026

A concentrated stock position can be a highly personal and complex part of financial planning. Many of the people we work with at Quorum acquire large positions in specific companies

There’s no one-size-fits all way to approach a large stock position in a single company. Here are the three strategies we consider with our clients.

Quorum’s 2026 mid-year market update

July 29, 2026

The U.S. economy displays continued resilience as we hit the mid-year point of 2026 despite considerable headwinds.

We’ve hit mid-year of 2026, and the U.S. economy displays continued resilience; corporate earnings remain strong. Read more for what we’re watching in the second half of the year.

What is “the market”?

July 27, 2026

Investors, politicians, and TV talking heads all talk about “the market,” but what does that phrase really mean? To start, there are different markets for investments—a stock market, a bond

What do we really mean when we say the “stock market” fell x% today? We dig into some important terms that get taken for granted.

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