Melissa Yue

Inheritance? Settlement? If you’ve had a big payday: WATCH THIS

A sudden influx of money—the kind that comes from an inheritance, settlement, or similar big money event—can come with emotional strings attached.

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.

Real estate investing: The good, bad, and surprising

Real estate can help diversify your portfolio, hedge against inflation, and shelter your friends and family. But it tends to carry different rules than other assets.

Why a Quorum offers the best advice

When it comes to your finances, it takes a select group of people to truly build wealth and help you maximize your goals. Quorum Private Wealth partner Melissa Yue explains.

Should you buy a lake house?

Buying a second home can be one of the most complex financial decisions you make. Melissa Yue explains how we guide clients through this decision.

What are required minimum distributions (RMDs)?

Quorum Private Wealth Partner Melissa Yue explains how required minimum distributions (RMDs) work and how they fit into a broader financial plan.