2024 winners and losers

When the S&P 500 increases 25%, as it did in 2024, it can be easy to call it a win and move on. But looking under the hood can generate an edge for investors.

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01.10.2025

Quorum guide to real estate investing

As you build wealth, investing in real estate can help diversify your portfolio and may offer inflation protection. And there's more than one way to invest.

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10.20.2023

2022 winners and losers

2022 was a difficult year for investors. It also proved why we say "past performance doesn’t predict future results." We explain why along with the year's winners and losers.

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01.03.2023

2023 winners and losers

A roundup of what worked and what didn’t in 2023… and what that means for us in 2024. Kelly Milligan recaps the year for Advisor Perspectives.

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01.11.2024

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.

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02.05.2023

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