Mike Barry

2025 Market Outlook w. Mary Ann Bartels

Mike Barry talks to Sanctuary Wealth’s Mary Ann Bartels about potential opportunities and which sectors may be volatile as we enter 2025.

Recent Market Volatility – March 2025

Managing Partners Kelly Milligan and Mike Barry discuss the recent market volatility due to uncertainty, tariff policy, inflation and other geopolitical situations.

Four years in the books

Each year, we take a moment to celebrate our milestones—to help us appreciate what we’ve built so far and get excited about where we’re headed. This year, our update is

The traditional four-year anniversary gift is fruit, and we’re starting to see the fruits of our labors pay off in a real way.

Do independent wealth adviors have an edge on big firms?

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

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.

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.

The Quorum Private Wealth guide to trusts

Trusts (or trust funds) are one of those financial planning terms that starts to feel diluted over time. People have a general sense of what trusts are, but many would

The term trust (or trust funds) is so broad it can often be misinterpreted, which means many people aren’t fully aprised of how trusts work or when they’re helpful.

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.

What is the yield curve (and why does it matter)?

Every decade or so, economists and analysts start talking about the yield curve. As jargon goes, “yield curve” is one of the worst offenders. However, when you look closely at

As jargon goes, “yield curve” is one of the worst offenders. However, this indicator explains quite a bit about what’s happening in the economy.

Navigating the Election 2.0 with Kari Grant

Kelly Milligan, Managing Partner at Quorum Private Wealth, hosts Kari Grant, VP of Government Relations at Natixis Investment Management, to discuss the 2024 elections.