Sue Schaeffer

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.

Wealth building for women: How is it different?

Women face certain realities that can make building wealth more complicated for them than for men. Sue explains how an advisor can help.

Women: Get the most out of your financial advisor relationship

There are so many misconceptions around how women handle money, and they can impact how women interact with financial advisors. Sue Mazzetti reviews common questions.

2024 Mid-Year Outlook with Mary Ann Bartels

As markets hover near all-times high, Sue Mazzetti asks Sanctuary Wealth’s Mary Ann Bartels whether the bull market can last througgh the upcomin elections.

Tax planning at Quorum Private Wealth

Good tax planning often takes multiple people. That’s part of what makes our approach to tax planning at Quorum unique. Sue Mazzetti explains.

Tax preparation vs. Tax planning

While tax preparation deals with the logistics of filing your tax returns, tax planning is helps you optimize your taxes both now and in the future.