The Quorum guide to 1031 Exchanges
1031 exchanges can help real estate investors delay capital gains tax, but they require you to plan ahead. Here’s how we approach 1031 exchanges at Quorum.
2025 winners and losers
U.S. stocks gained more than 15% in 2025, but that’s only part of the story. We look at the winners and losers… plus what their performance might mean for 2026.
The different types of home insurance
Home insurance comes in six parts (A-F). Here’s what each part covers. Dwelling coverage (A) covers your home—the building. Think walls, roof, build in appliances, and similar. If your structure is damaged by fire, wind, hail, vandalism, or similar, dwelling coverage typically protects you. Generally speaking, routine damage—like needing a roof replaced due to normal […]
2024 winners and losers
When the S&P 500 increases 25% in a calendar year, as it did in 2024, it can be easy to write the year off as a win. Digging into the details, however, can give investors a better sense of the overall health of the economy and trends to watch in 2025. With that in mind, […]
Deferring taxes using 1031 exchanges
Section 1031 allows real estate investors to defer potentical capital gains taxes on real estate investments. We dig into the details with a panel of experts.
Real estate investing: The good, bad, and surprising
Real estate can help diversify your portfolio, hedge against inflation, and shelter your friends and family. But it tends to carry different rules than other assets.
Should you buy a lake house?
Buying a second home can be one of the most complex financial decisions you make. Melissa Yue explains how we guide clients through this decision.
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 […]
Quorum guide to real estate investing
As you build wealth, real estate can be one of the most important assets in your portfolio. It’s one of the few asset classes that can offer diversification during periods of inflation and that tends to move independently of the stock and bond market. While investing in real estate may not be right for everyone, […]
