Kelly Milligan

Deferring Taxes Using 1031 Exchanges

Section 1031 allows real estate investors to defer potentical capital gains taxes on real estate investments. We dig into the details with a panel of experts.

Investing in the private market

For investors seeking alternatives to traditional stocks and bonds, private markets may offer a path to diversification and potentially higher returns. While these investors tend to be aware of the

For investors seeking alternatives to traditional stocks and bonds, private markets may offer a path to diversification and potentially higher returns.

When (and why) alternative investments make sense

When you hear the word investing, your thoughts may drift to stocks and bonds. But as much as we associate investing with the stock and bond markets, there’s a much

Investing beyond stocks and bonds can help investors build a well-diversified portfolio, but alternative investments are a large and varied market.

How alternative investments work in a portfolio

Alternative investment can create diversification, but may not be accessible to everyone. Kelly walks through how this works at Quorum.

What are alternative investments?

Alternative investments can help build diversified portfolios during periods of high volatility, and high correlation, for stocks and bonds. Kelly Milligan explains.

What’s an accredited investor?

The SEC prevents certain people from investing in specific products. Kelly explains the different classifications for investors, and what they mean in practice.

What’s the deal with private investments?

The stock market—which features publicly-traded companies—is just one way to own shares of a business. Kelly provides an overview of private markets.

How financial advisors can help you access alternative investments

More and more investors are seeking access to alternative investments. But alts can be harder to access and understand than more traditional investments.

2023 winners and losers

Each year, we like to take time to reflect on what happened in investing over the past 12 months. This not only helps us discuss your portfolio with you, it

A roundup of what worked and what didn’t in 2023… and what that means for us in 2024. Kelly Milligan recaps the year for Advisor Perspectives.

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.