Do Trump Accounts make sense for you?
In 2026, a provision of 2025’s One Big Beautiful Act became available to use: Trump Accounts. These accounts combine many of the features of existing accounts into a new package with distinct benefits. What are Trump Accounts Congress describes Trump Accounts as “individual retirement accounts (IRAs) that operate under a unique set of rules.” Let’s […]
Supporting your kids through college? Make sure they learn these lessons…
Helping your child through college isn’t just about paying the bills. It’s about teaching budgeting, spending, and credit habits that last a lifetime.
Four years in the books
Each year, we take a moment to celebrate our milestones—to help us appreciate what we’ve built so far and get excited about where we’re headed. This year, our update is a bit late. We’ve been so focused on how to serve our clients, whether that’s via better technology behind the scenes or adding clients in […]
The employer’s guide to competitive pay packages
At Quorum, we’re committed to financial literacy, and that doesn’t just mean for individuals. Whether you’re a top executive at a larger company or an entrepreneur growing a startup and wondering what tools you might have at your disposal, there are numerous compensation options to consider. In this article, we’ll provide an overview. Whether any […]
Do women need to take a different approach to wealth?
When it comes to women and money, the financial services industry sometimes misses the mark. Certain assumptions—like the idea that women are more risk averse than men—can be circumstantial rather than inherent. To that end, I want to dedicate some time to the unique challenges women face when it comes to financial planning, plus strategies […]
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.
How to build generational wealth
There’s a proverb about wealth that’s so prevalent we see versions of it across countries and cultures: shirtsleeves to shirtsleeves in three generations. In other words, family wealth never survives more than three generations. The Scots put it even more bluntly: The father buys, the son builds, the grandson sells, and his son begs. To […]
Multi-generational planning: Protect your parents, your children, and yourself
Many people worry about what will happen to their parents as they age, and that’s before you add their finances (and yours) into the mix. It’s uncomfortable think about aging and death, and talking about money can be difficult to boot. The difficulty of these conversations makes them easy to put off, which can lead […]
Build the best financial team
If it takes a village to raise a child, it takes a team to manage every aspect of a person’s finances. Clients frequently ask us who else they need to speak to—accountants, lawyers, and more. The truth is: There are many areas of your finances that we can handle, from a holistic financial plan to […]
Happy Anniversary! We’re two
We’re making a mark on the industry Not only did we open our Danville office with a 100+ person celebration, we also went bicoastal. Dylan O’Shea and Sunny Springer joined the Quorum family as part of our east coast office. They weren’t the only additions to our team, either. Paola Ramos, CFP® joined as a […]
