Search Results for: risk
Will the stock market crash? Quorum shares risks with U.S. News
U.S. News asked Quorum Managing Partner Kelly Milligan to weigh in on the 7 risks to the stock market in 2024.
What are 10b5-1 plans?
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 worrying about insider trading allegations. Rule 10b5-1 plans also create a path for employees to sell shares during blackout periods. Let's dive in.
Retirement checklist
Retirement planning spans decades, so creating a checklist—many of which are designed to be completed in a much shorter span of time—may seem counterintuitive. We built this checklist so that you can come back to it over the course of your retirement journey, checking off the tasks connected to wherever you are right now.
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.
October 2025 market commentary
After a pause in interest rate cuts since the last cut at the December 2024 FOMC meeting, the Federal Reserve finally reduced rates by 25 basis points at the September meeting. The Fed minutes, which came out on October 8th, provided more color on the Fed’s thinking and revealed that most of the Fed officials think further cuts will be enacted this year.
How to sell your business
If you had to boil “selling a business” down to one word, we might pick complicated. Selling a business requires owners to think through tax, legal, and financial considerations for themselves and the business. Beyond that, many owners have an emotional connection to what they’ve built, meaning there’s a certain X factor involved when it comes to finding the right buyer. In this article, we’ll walk through some of the high-level ways you can start to prepare your business for a sale.
July 2025 market update
June saw a further complication of the macro situation as U.S. military involvement in Iran was added to ongoing tariff confusion and a worsening of the economic outlook for the balance of 2025 and into 2026. The month also saw the progress through Congress of the “Big, Beautiful Bill” that will potentially massively increase the deficit and a very public breakup between the richest man in the world and the most powerful one.
