Estate Planning – Terms you should Know and Understand
Part of the reason that many delay starting an estate plan is that they do not understand the ‘lingo’. Here is a primer for the basic terms that we all should know.Thanks to our partners at Wealth.comQuantum Private Wealth LLC. is an investment adviser located in Tampa, Florida. Quantum Private Wealth LLC. is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endors
Estate Planning – When should I start?
Read this article to dive further into the specifics of when you should start estate planning.·January 14, 2023There’s No Time Like the Present to Make a Plan for Your Loved Ones’ FutureTL/DR: The answer to when you should start estate planning is now, even if it’s just making a plan to make your plan. You do not have to have every detail figured out before you start; pausing and reflecting are expected parts of the process. Just be prepared to put some thought behind questions you’ve never had
Estate Planning – Do I need a plan?
From our partners at Wealth.comThis article explains under what specific circumstances you might need an estate plan and why the reasons you think you might not need one aren’t always true.·December 31, 2022Six reasons people think they don’t need one when they really do.TL/DR:In short, everyone can benefit from having an estate plan. There is no specific income threshold or criteria to meet in order to need an estate plan or gain the benefits from having one in place. Your circumstances and per
Estate Planning
Introducing unlimited access for our clients to the most comprehensive digital estate planning solution on the market. We all hear about estate planning, and most of us believe that at some point we should think about doing it. But many are not really sure what it means, how to do it or really even what questions should be asked to begin the process. Our new partnership with Wealth.com is an attempt to answer these basic questions and make estate planning both approachable and easier for our Qu
Will, Trust or Probate???
As part of our partnership with Wealth.com I will be linking several of their informational videos to our site. If you have any questions regarding their content or if you want to talk please give us a call.Trusts vs. Wills Explained | Wealth.com (youtube.com)Past performance is no guarantee of future results. Information contained herein does not involve the rendering of personalized investment advice but is limited to the dissemination of general information. Quantum Private Wealth does not o
A Game Changer
FOR IMMEDIATE RELEASE 1/24/2024 Quantum Private Wealth Announces New Partnership with Wealth.com for Enhanced Digital Estate Planning Services. Tampa, Florida – Quantum Private Wealth, a leading wealth management firm, is pleased to announce its new partnership with digital estate planning platform Wealth.com. This collaboration will bring together Quantum’s high-quality financial advisory services with Wealth.com’s state-of-the-art technology, revolutionizing wealth management and how it is per
4th Quarter 2023 Market Review
From First Trust Advisors L.P.Sources: Bloomberg and Investment Company Institute and yCharts.The S&P 500 Index (“Index”) closed December 2023 at 4,769.83, just 0.56% below its all-time closing high of 4,796.56 on 1/3/22, according to Bloomberg. As of 12/29/23, the S&P MidCap 400 and S&P SmallCap 600 Indices stood 4.44% and 10.08%, respectively, below their record closing highs. In December, the S&P 500 Index posted a total return of 4.53%. Ten of the eleven major sectors that comprise the index
Letter to Clients about address changes
This was sent to clients back in August, but we wanted to memorialize the change.It’s hard to believe that summer is almost over. Before long, kids will head back to school, fall sports will be starting, and the days will become noticeably shorter. Many of us will be looking through the calendar with some apprehension knowing, all too soon, temperatures will become increasingly colder, and the sun will make way for the gray skies of winter. There is, however, a bright spot that I am extremely h
First Florida Hire
As many of you are aware, we opened our new Quantum Private Wealth head quarters in Tampa, Florida a few months back. Since then, we have been active in moving furniture, connecting all technology, and settling in. We also spent this time interviewing for our new office manager and client service administrator. I am pleased to say that not only is the weather wonderful in Florida, but the people are as well. Today I’m excited to introduce you all to our newest team member, who happens to be an a
Retirement? Is it bad for your health??
In 1881 the average life expectancy in Europe was 44 years. In that year, Otto von Bismarck presented a novel thought to the Reichstag: government support for older citizens who could no longer earn money. In just one speech he invented the concept of retirement. Since then, the concept has become a staple of financial planning and for some odd reason many assume that during retirement you do nothing. For most, the concept of retirement is the time of life when you no longer need to work to live