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November 2024 Market Update

An election season with several twists and turns came to a not-unexpected end with the reelection of President Donald Trump. The received wisdom is that the financial markets hate uncertainty,

Election season is officially over, culminating in the reelection of President Donald Trump. With election uncertainty behind us, stocks rallied.
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What is the yield curve (and why does it matter)?

Every decade or so, economists and analysts start talking about the yield curve. As jargon goes, “yield curve” is one of the worst offenders. However, when you look closely at

As jargon goes, “yield curve” is one of the worst offenders. However, this indicator explains quite a bit about what’s happening in the economy.
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Navigating the Election 2.0 with Kari Grant

Kelly Milligan, Managing Partner at Quorum Private Wealth, hosts Kari Grant, VP of Government Relations at Natixis Investment Management, to discuss the 2024 elections.
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Protect your (parents’) money

Helping your parents safeguard their finances can help you selfguard your own finances, too, if you handle it right. That’s why we take a multigenerational approach.
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Surviving the sandwich generation

Many of the families we work with want to support their kids AND help their aging parents… but it’s important to make sure you’re stable, first.
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Awkward conversations with parents

There are multiple studies showing older Americans don’t like talking about money, but if you have aging parents, those conversations may be critical.
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