Darius Gagne, PhD, CFP®, CFA Darius Gagne, PhD, CFP®, CFA

Tune Out the Noise

As we reflect on the first half of 2024, it's clear that our commitment to disciplined, long-term equity investing has once again proven its worth. At Quantum, we remain resolute in our belief that attempting to predict the unpredictable—whether it's the economy or market fluctuations—is a futile endeavor….

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Darius Gagne, PhD, CFP®, CFA Darius Gagne, PhD, CFP®, CFA

Balancing Act: Managing Risk and Returns in Equity Portfolios

It’s no secret that over the last decade, the S&P 500 stock index has outperformed the other major asset classes. Did your equity portfolio fall somewhere in between? If it maintained a balanced blend of stocks across global markets, that's likely the case, and it's indicative of a successful outcome. Here's why.

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Wende Headley, CFP®, MBA, CDFA® Wende Headley, CFP®, MBA, CDFA®

3 Executive Compensation Pitfalls Women Should Avoid

Senior business leaders are often so busy managing the demands of their jobs that they risk missing out on opportunities to maximize their finances. Executive compensation and benefits packages can be extremely complicated and frequently require additional time and expertise to understand.

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Kimberly Helm, CFP® Kimberly Helm, CFP®

Invest Like a Woman 

It used to be a common playground slight: “You throw like a girl!” The activity might have been running, shooting a basketball, or some other pursuit—but regardless of context, being told you did it “like a girl” was never intended as a compliment.

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David DeWolf, CPA, MBA, CFP®, CEPA David DeWolf, CPA, MBA, CFP®, CEPA

I’m a Small Business Owner, Five Years from Retirement. What Should I Do?

Let me introduce you to Sam (not his real name). Sam has lived in the community his whole life, and over the years, he has built a solid reputation as well as a thriving construction company. Sam knows everybody, from the people behind the counter at the local builder’s supply store to the officers of the local banks.

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