Kelly Milligan

2025 winners and losers

U.S. stocks gained more than 15% in 2025, but that’s only part of the story. We look at the winners and losers… plus what their performance might mean for 2026.

What is Section 16, and does it apply to me?

Section 16 refers to the 16th section of the Securities and Exchange Act. It requires that certain company insiders—executives, board members, certain key employees, investors owning more than 10%—file paperwork

Section 16 let’s regulators monitor trades by key company employees; it doesn’t apply to everyone, but if you’re subject to it, it’s critical you follow the rules.

What is Rule 144?

Rule 144 limits the amount of stock an individual can sell. It generally applies to affiliates of a publicly traded company—officers, board members, large shareholders, or people who may have

If you’re high up in a company, or own a significant amount of shares, you may face limitations on the number of shares you can sell. Here’s what you need to know.

What are 10b5-1 plans?

If you are in possession of material non-public information about a stock, the SEC’s Rule 10b5-1 allows you to plan trades in advance so that you can sell shares without

If you are in possession of material non-public information about a stock, you can still sell shares… as long as you follow a few key rules.

Get the most out of your employee benefits

When your company offers you a benefit, take it. These benefits have monetary value, and taking advantage of them can boost your overall financial health. However, many people aren’t aware

Even employees that are aware of the ever-expanding array of perks they may encounter from employers may not be taking full advantage of employee benefits.

June 2025 Market Outlook with Mike & Kelly

Join Quorum Managing Partners Mike Barry & Kelly Milligan as they recap the first half of 2025 and share our outlook for the rest of the year.

4 life insurance tips

At Quorum Private Wealth, we don’t sell life insurance, but we do help clients evaluate how their policies fit into their broader financial plans.

Key questions to ask before purchasing life insurance

Kelly Milligan walks through the questions we review with our clients to see if your whole life plan is aligned with your broader financial plan and goals.

Quorum approach to life insurance

At Quorum, we take a very specific approach to life insurance. We see two primary use cases: survivor benefits and estate planning.

What drives our Quorum?

You want to work with a financial advisor you trust. Part of that is getting to know why we do what we do—how we came to be financial advisors.