Kelly Milligan

Will the stock market crash? Quorum shares risks with U.S. News

After 2023 left investors scratching their heads, U.S. News is asking whether the much discussed, yet elusive, recession and bear market are waiting for us in 2024. The publication shares

U.S. News asked Quorum Managing Partner Kelly Milligan to weigh in on the 7 risks to the stock market in 2024, and how seriously to take them.

Kelly Milligan’s tips featured in “8 Ways People Become Poor While Earning a High-End Salary”

We’ve written extensively on this blog about how to protect the money you work so hard to earn. Recently, GOBankingRates asked Quorum Managing Partner Kelly Milligan to share his insights

Quorum Managing Partner Kelly Milligan shares tips to help high earners avoid common money mistakes and build wealth with GOBankingRates.

Can you trust your financial advisor?

You should be able to trust your financial advisor. Pundits will tell you that this kind of trust is only possible with a label: fiduciary. It’s a misleading way to

You should be able to trust your financial advisor. Pundits will tell you that this kind of trust is only possible with a label: fiduciary. That can be misleading.

The Quorum guide to life insurance

Life insurance can be a helpful tool for managing risk and protecting your loved ones. However, there are a number of life insurance policies that don’t serve that purpose. At

Life insurance can be a helpful tool for managing risk and protecting your loved ones. But it’s important to find the right policy for your needs.

2022 winners and losers

2022 may go down in history as one of the most difficult years for investors. We always say that past performance doesn’t predict future results, and 2022 proved why: Many

2022 was a difficult year for investors. It also proved why we say “past performance doesn’t predict future results.” We explain why along with the year’s winners and losers.

Deferred comp: The amazing benefit no one is using

Deferred compensation is one of the most powerful tax minimization tools legally available. But because it’s uncommon—most companies limit access to top executives—it’s less frequently discussed. If you get an

Deferred compensation is a powerful tax minimization tool. But because it’s uncommon, many executives don’t know enough to take full advantage of the offering.

Quorum announces New York Metro office

Quorum Private Wealth is expanding our capabilities and going bi-coastal, with a new office opening in the New York metro area.

Your guide to equity compensation

At Quorum, we view equity compensation on a spectrum, with restricted stock units at one end and share purchase programs on the other.

Negotiating equity comp: What you should know

Have you ever wondered how to negotiate a pay package that includes equity compensation, in addition to a salary? Kelly Milligan has offers tips. (Hint: Taxes.)