For investors looking to get into the market, it can seem particularly challenging these days to decide on the right time to make the move. After all, the nearly 20% decline in the S&P 500 Index in calendar year 2022 is barely in the rear-view mirror. And the fall of banks like Silicon Valley Bank and First Republic may not provide a lot of confidence in the financial system.

For women investors, the problem is particularly acute because of some of the unique challenges women face with their finances.

Many people have heard of Roth IRAs -- accounts in which the earnings on the investments grow income tax-free. Ever wonder if there is an analogous vehicle that is free of estate tax? That is where the Grantor Retained Annuity Trust, or GRAT, comes in. Although commonly considered part of “advanced estate planning,” GRATs are really not that difficult to understand.

Q1 Market updates and Quantum Investment Principles

Scientific research and advancements eventually lead to research and development by companies, followed by breakthrough technologies and improvements to our quality of living. Companies profit by delivering this value, which is the reason we expect the value of our investments to go up over time.

Planning for the long term doesn't have to be complicated and you can give yourself peace of mind by getting your financial life in order in 2023. Learn how Quantum Financial Advisors helps our clients start the new year with confidence.

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

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

In honor of AAPI Heritage Month, we are featuring our Director of Investments and Trading, Ryan Balderian, and his story of how he found his connection between money and values.

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

With so much of your personal data online, there are some straightforward things to keep in mind and put in place to make sure your personal details stay yours.

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.

Quantum celebrates women every day of the year. Women's History Month provides us with the opportunity to revere women at an even higher level for the entire month of March.

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?

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