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Quarry Hill Insights

How to Avoid Taxes Like a Billionaire Thumbnail

How to Avoid Taxes Like a Billionaire

Pro Publica revealed that they had somehow obtained tax records for many of the richest people in the United States including Jeff Bezos, Elon Musk, and Warren Buffett. To a financial planner, learning the details of how the billionaires do this is pure catnip.

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Kyle Again Named Investopedia Top 100 Advisor for 2021! Thumbnail

Kyle Again Named Investopedia Top 100 Advisor for 2021!

The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.

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Quarry Hill 2020 Market Recap Thumbnail

Quarry Hill 2020 Market Recap

It's quite possible that March 2020 was the lowest the market will ever be again. It was a frightening time, but successful investing depends on how you respond to scary events in the markets.

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When the Future Never Comes Thumbnail

When the Future Never Comes

By most measures, Ryan Brady had everything going for him. He was brilliant, funny, and even in his success, he remained likable and humble.

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My Capitalist Children Thumbnail

My Capitalist Children

I'm writing this as I sit in the mountain town of Ouray, CO. During the pandemic, many people like us have hit the road for what seems to be the safest form of vacation: camping.

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Investing During a Pandemic Thumbnail

Investing During a Pandemic

Most of us had no mental framework for what a global pandemic would even look like. Movies like Contagion and Outbreak seemed more fantasy than a possibility for which we needed to prepare ourselves. But here we are, in the middle of a real "outbreak" and a self-imposed economic shutdown to contain it.

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What Should I Do When My Company Goes IPO? Thumbnail

What Should I Do When My Company Goes IPO?

So your company has decided to go IPO. Now what? An IPO is exciting, but it can also be overwhelming: you’ve received a sudden windfall, but you may not know how to navigate all the potential implications of an IPO.

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Avoiding Yesterday's Disaster Thumbnail

Avoiding Yesterday's Disaster

It was just another ordinary travel day for Jennifer Riordan. As a 43-year-old bank executive and mother of two, she was well accustomed to business travel. She kissed her kids goodbye and headed to the airport to board Southwest flight 1380 bound for Philadelphia.

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Don't Be a "Christmas Card" Investor Thumbnail

Don't Be a "Christmas Card" Investor

You likely received a few Christmas cards in the mail this year. Did you receive any cards where the parents had their eyes closed? Any with a child throwing a tantrum? Picking their nose? Probably not.

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Quarterly Stock Market Review Q4 2018 Thumbnail

Quarterly Stock Market Review Q4 2018

2018 included numerous examples of the difficulty of predicting the performance of markets, the importance of diversification, and the need to maintain discipline if investors want to effectively pursue the long-term returns the capital markets offer.

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Your Guide to Social Responsible Investing Thumbnail

Your Guide to Social Responsible Investing

Many people seek to also add value to the money they make and their investment practices. They are working toward creating an estate plan that aligns their money with what they value most in this world. They want to take care of their families, donate money to charities and causes they care deeply about, and support parts of their community they love. Is there a financial practice that embodies investing money in a valuable way? Yes, and the answer is called Socially responsible investing or SRI.

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