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 […]
Recent Market Volatility – March 2025
Managing Partners Kelly Milligan and Mike Barry discuss the recent market volatility due to uncertainty, tariff policy, inflation and other geopolitical situations.
How Wall Street beat a recession: Quorum featured in The Hill
While it’s debatable just how much politics affect the stock market and economy, politicians care quite a bit about what happens with both. As we head into an election year, it makes sense that The Hill—a Washington, D.C. based publication that focuses on politics and policy—recently looked at How Wall Street Powered Through Recession Fears. […]
