June 2025 Market Outlook with Mike & Kelly
Join Quorum Managing Partners Mike Barry & Kelly Milligan as they recap the first half of 2025 and share our outlook for the rest of the year.
Quorum approach to life insurance
At Quorum, we take a very specific approach to life insurance. We see two primary use cases: survivor benefits and estate planning.
Key questions to ask before purchasing life insurance
Kelly Milligan walks through the questions we review with our clients to see if your whole life plan is aligned with your broader financial plan and goals.
4 life insurance tips
At Quorum Private Wealth, we don’t sell life insurance, but we do help clients evaluate how their policies fit into their broader financial plans.
What drives our Quorum?
You want to work with a financial advisor you trust. Part of that is getting to know why we do what we do—how we came to be financial advisors.
Financial literacy for adults
Even the smartest executives have questions around basic financial concepts. Rather than beat yourself up about it, consider asking a financial advisor for help.
Manage family money with family meetings
Anyone hoping to be intentional with their money should consider family meetings. These meetings take various forms, and can occur with or without a financial advisor.
How to name a guardian for your kids
Naming a guardian for your kids should anything happen to you is a key part of creating an estate plan. But that’s only part of the equation.
How to avoid the curse of generational wealth
“Shirtsleeves to shirtsleeves in three generations”—proverbs abound warning that no matter how much money you accumulate, your kids and grandkids may lose it all.
Teach your kids to be millionaires
Kelly Milligan discusses how he teaches money and investing to Eagle Scouts as part of the Personal Management merit badge program.
