Volatility

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

There’s no one-size-fits all way to approach a large stock position in a single company. Here are the three strategies we consider with our clients.

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

Most investors hate volatility, whereas pros use volatility to help generate potential profit. Where is the disconnect and do you need to worry?

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,

Co-founder Kelly Milligan on why (and how) the stock market beat the odds in 2023 as investors and politicians alike gear up for elections in 2024.