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.
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 assumptionsālike the idea that women are more risk averse than menācan 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 to face those hurdles head on.
March 2025 market update
The new administrationās priority of āreindustrializing the U.S.ā is coming into focus as tariff announcements - even if softened or rescinded - indicated that this is a policy, not just a campaign plank. Throughout the month, the Department of Government Efficiency (āDOGEā) continued its mandate of shrinking government with a raft of layoffs. Headlines on these two topics led to growing fears that an increasingly pessimistic consumer would stop spending, and that inflation would begin to spike once more. While the market response throughout February was to react with higher volatility, equities largely closed out February with only moderate losses.
Be intentional with your wealth
Most people donāt set out to accumulate wealth for the sake of it. Rather, people want to live comfortably and provide for their families. After that, many hope to put their money to work in the world. Truly maximizing your wealth requires you to manage it with intention. And those conversations require you to touch on more than just your finances.
Inflation risk: What it is, and why it matters
Even ānormalā inflation (the average inflation rate is around 3% a year) means that your money will buy less over time.
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 core concepts.
After a natural disaster: The logistics
Accidents and emergencies can happen to anyone, but natural disasters cause an entirely different type and scale of destruction. Once youāve ensured that your friends and family are safe, follow these steps to help protect your finances.
How to build generational wealth
A 20-year study by the Williams Group found 70% of wealth is lost in the first generational transfer, and a full 90% by the third. Additional studies have shown that these monetary losses often translate to family strife.Ā So how can you preserve the wealth youāve built for your family for generations to come? Be intentional about your money and what youāre building, create an estate plan that provides for future generations, and keep up with financial planning.
