A house on Lake Tahoe seems like the dream… until you realize you only get up there twice a year and maintenance costs as much as the mortgage.
Buying a second home can be one of the most complex financial decisions you make, since it includes emotional and family components as well as financial concerns.
We get into what you might want to consider, and how we guide clients through this decision.
Read more:
https://www.quorumpw.com/blog/quorum_guide_to_real_estate_investing
We frequently talk about the importance of a diversified portfolio. Diversification across a wide array of stocks can help protect investors from certain types of market risk. There are several
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
Rule 144 limits the amount of stock an individual can sell. It generally applies to affiliates of a publicly traded company—officers, board members, large shareholders, or people who may have
High-ranking employees at publicly-traded companies may be required to follow specific rules and regulations that don’t apply to the broader employee pool. These regulations usually apply to C-suite level executives,
Section 16 refers to the 16th section of the Securities and Exchange Act. It requires that certain company insiders—executives, board members, certain key employees, investors owning more than 10%—file paperwork
If you are in possession of material non-public information about a stock, the SEC’s Rule 10b5-1 allows you to plan trades in advance so that you can sell shares without
Most investors hate volatility; most advisors change the topic to risk management before they suggest you ignore the noise. So what causes the disconnect between regular investors and
For assistance, please contact Quorum directly at 925-488-0000
