The stock market—which features publicly-traded companies—is just one way to own shares of a business. There’s a whole world of investing that isn’t traded on a public exchange. Think venture capital and private equity. As more investors seek out new opportunities, interest in (and access to) private investments is growing. Quorum Private Wealth co-founder Kelly Milligan explains.
#PrivateMarket #PrivateInvestments #VC #VentureCapital #privateequity
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
