Insights

Retirement checklist

September 24, 2025

Retirement planning spans decades, so creating a checklist—many of which are designed to be completed in a much shorter span of time—may seem counterintuitive. We built this checklist so that

Retirement planning spans decades, so we created a checklist with sections broken down by decade. Use not now, and in the future, to make sure you’re on track.

September 2025 market update

September 17, 2025

An extremely low jobs report for August, released in the first week of September, focused all attention on the jobs market. The real shock wasn’t the low number of jobs

Jobs are THE focus following August’s worst-than-expected jobs report and revisions that show the economy actually lost jobs this summer.

Do independent wealth advisors have an edge on big firms?

September 16, 2025

Mike Barry explains what went into the founding partner’s decision to break away from the large Wall Street firm where they built their careers.

Four years in business: What we learned

September 16, 2025

Mike Barry reflects on four years of independence. He covers the decision to name the firm Quorum, the accolades of the past four years, and what’s next.

A cheat sheet for selling your business

August 19, 2025

It’s easy to get lost in the many moving parts of selling a business. In this cheat sheet, we’re breaking down the various components and players to help you keep

It’s easy to get lost in the many moving parts of selling a business; we break down the various components and players to help you keep track of who’s who and what’s what.

How to sell your business

August 19, 2025

If you had to boil “selling a business” down to one word, we might pick complicated. Selling a business requires owners to think through tax, legal, and financial considerations for

Selling a business requires owners to think through tax, legal, and financial considerations… for both themselves and the business. We help you get started.

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