Inflation risk: What it is, and why it matters
Even “normal” inflation (the average inflation rate is around 3% a year) means that your money will buy less over time. Here’s how to manage that risk.
3 ways to approach a concentrated stock position
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 for one of two reasons: equity-based compensation like RSUs or stock options or a family inheritance. The personal significance of those shares is one of […]
Should you worry about volatility?
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 the pros? And do you need to pay attention to volatile markets? To answer those questions, we have to back up to discuss a few […]
Start formalizing your family values
These prompts can help you put words to your family values. Each value has follow-up questions to help you think about how different priorities might apply to your family relationships, community, finances, and life overall. Click to download the checklist.
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 […]
