Real estate

2025 winners and losers

U.S. stocks gained more than 15% in 2025, but that’s only part of the story. We look at the winners and losers… plus what their performance might mean for 2026.

The different types of home insurance

Home insurance comes in six parts (A-F). Here’s what each part covers. Dwelling coverage (A) covers your home—the building. Think walls, roof, build in appliances, and similar. If your structure

Home insurance comes in six parts (A-F); each part covers something different, but not every policy includes all six. This guide can help you evaluate your coverage.

2024 winners and losers

When the S&P 500 increases 25% in a calendar year, as it did in 2024, it can be easy to write the year off as a win. Digging into the

When the S&P 500 increases 25%, as it did in 2024, it can be easy to call it a win and move on. But looking under the hood can generate an edge for investors.

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.

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.

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.

Build the best financial team

If it takes a village to raise a child, it takes a team to manage every aspect of a person’s finances. Clients frequently ask us who else they need to

There are many areas of your finances that we can handle, from investment management to tax optimization and life insurance. But some things may require outside experts.

Quorum guide to real estate investing

As you build wealth, real estate can be one of the most important assets in your portfolio. It’s one of the few asset classes that can offer diversification during periods

As you build wealth, investing in real estate can help diversify your portfolio and may offer inflation protection. And there’s more than one way to invest.

The Quorum guide to 1031 Exchanges

When it comes to tax strategy, few tactics are more important for real estate investors than the 1031 exchange. It’s not uncommon for clients to ask us for help shifting

1031 Exchanges can help real estate investors delay capital gains tax, but they require you to plan ahead. Here’s how we approach 1031 Exchanges at Quorum.