Darius Gagne, PhD, CFP®, CFA 10/14/22 Darius Gagne, PhD, CFP®, CFA 10/14/22

Note from the CIO: What Should We Do Now?

Note from the CIO: What Should We Do Now? Let’s continue acting on our financial plans.

Darius Gagne, PhD, CFP®, CFA 7/28/22 Darius Gagne, PhD, CFP®, CFA 7/28/22

Note from the CIO: Inflation Strikes Back (Again)

Note from the CIO: Inflation Strikes Back (Again). Making sense of the recent spike in inflation.

Ryan Balderian, CFA 5/13/22 Ryan Balderian, CFA 5/13/22

“Loss Harvesting” makes lemonade out of lemons

Market corrections present opportunities for proactive investors to deploy investment management strategies that can reduce the sting of seeing investment values drop.

David DeWolf, CPA, MBA, CFP®, CEPA 4/20/22 David DeWolf, CPA, MBA, CFP®, CEPA 4/20/22

A Personal Foray Into the I Bond Craze

There is a new investment fad, a nice diversion from crypto frankly, with headlines promoting near 10% guaranteed returns. However, as is with most investment products, the devil is in the details. Here's what I learned as I took a leap into the I bond craze.

Darius Gagne, PhD, CFP®, CFA 3/16/22 Darius Gagne, PhD, CFP®, CFA 3/16/22

Note from the CIO: War in Ukraine

Note from the CIO: War in Ukraine. Russia’s invasion of Ukraine is an unwanted reminder that geopolitical risk is a part of investing in global markets. So how should investors respond?

Darius Gagne, PhD, CFP®, CFA 1/4/22 Darius Gagne, PhD, CFP®, CFA 1/4/22

Note from the CIO: Welcome to Quantum!

Note from the CIO: Welcome to Quantum! Our fundamental investment principles and a look at the year ahead.