by Suji Adams | Sep 18, 2025 | Q-Commentary
September started with continued upward momentum in the U.S. stock market as we begin to see the second wave of beneficiaries in AI headlined by Oracle’s big earnings surge last week. While it has been a strong year for the U.S. markets, international markets have...
by Suji Adams | Sep 17, 2025 | Estate Planning
Dealing with death in the family can be hard enough as it is, but an improper estate plan can cause unneeded headaches and strife. From expired plans to titling mistakes, at Quotient Wealth Partners, we work with families to support their estate planning goals, by...
by Suji Adams | Aug 18, 2025 | Financial Planning
Most of us have trouble figuring out what to do next weekend, let alone making plans for 10, 20, or 30 years from now. But if you’d like to someday afford a comfortable and stress-free retirement (and who wouldn’t ?), thinking far into the future is a necessity. In...
by Suji Adams | Aug 5, 2025 | Q-Commentary
The Song Remains the Same: Big Tech, Fed, and Tariffs If investors were expecting a different story in July, then they would have been disappointed. While we got some clarity on tariffs, much remained unresolved. The market moved higher, again led by tech. And we are...
by Suji Adams | Jul 23, 2025 | Financial Planning, Investing
Exploring IRA Options and What Fits Best for You The “traditional” individual retirement account (IRA) and Roth IRA are powerful tools for saving for retirement that can grow your money over time. While many are familiar with these accounts, understanding the key...
