How institutions invest

When it comes to investing, you sometimes hear the phrase “big money” thrown around. That term loosely refers to institutional investors—large funds managed on behalf of an institution or group of people. These “big money” funds, which include university endowments, pensions, sovereign wealth funds, and so on, often manage enough capital that they have the […]

Hedge funds, explained.

If your only reference point for hedge funds is pop culture, it can be easy to misunderstand what they are and how they work. From Game Stop to George Soros and the Big Short, Hollywood and pop culture love to focus on eye popping stories about isolated funds. Most active hedge funds are less dramatic […]

Are commodities a golden opportunity?

Every few years, three precious medals hold the world’s attention: gold, silver, and bronze. The metals used in those Olympic prizes, however, may be more important in terms of how they impact traders, investors, the global economy, and even how we think about money. While stocks and bonds tend to be the core building blocks […]

How do you build a balanced portfolio?

When it comes to investing, rebalancing your portfolio can be integral to achieving your goal. However, it’s discussed far less frequently than performance data or diversification. We wanted to take a moment to highlight why rebalancing is so important. We’ll also dig into how we rebalance client portfolios at Quorum. When we work with clients, […]

Will the stock market crash? Quorum shares risks with U.S. News

After 2023 left investors scratching their heads, U.S. News is asking whether the much discussed, yet elusive, recession and bear market are waiting for us in 2024. The publication shares a word of caution from Quorum Managing Partner Kelly Milligan at the beginning of the article: “At the end of 2022, nearly every expert at […]