Insights

Welcome to our Insights page, where we keep you informed and engaged. In the Posts section, you’ll find opinions and market event analysis. The Press Releases section highlights significant announcements from our firm, while the Community column showcases the organizations we proudly support, reflecting our commitment to making a positive impact beyond financial services. Stay connected for valuable updates and insights.

Posts

Geopolitical Risks and Portfolio Management.

Geopolitical risk has once again become a concern for many investors. Recent surveys, such as those conducted by fund managers and the AAII Sentiment Index, indicate that

Assessing Market Dynamics in the Technology Sector Amid Recent Volatility

Technology, and AI stocks in particular, are facing short-term volatility for several reasons, which should resolve themselves in the months to come.

Press

Quantum Portfolio Management Hosts Museum of American Finance

Quantum Portfolio Management welcomed David Cowen, President of the Museum of American Finance for an insightful presentation on the history of American finance.

U.S. News Article Features Quantum Portfolio Management’s Jon DuPrau

Jon DuPrau on quantum computing's potential impact on various industries is featured in U.S. News' "7 Top Quantum Computing Stocks to Buy in 2024."

Quantum and DWS at the NYSE

Quantum Portfolio Management is pleased to announce their involvement with DWS Asset Management on the trading floor of the New York Stock Exchange.

Community

Christ Church Greenwich, CT – A Tradition of Faith and Community

Established in 1749, Christ Church Greenwich blends traditional Anglican rites with modern worship styles and is deeply committed to God, community service and music.

The Finance Advisory Group at Azusa Pacific University

The Finance Advisory Group at Azusa Pacific University emphasizes hands-on experience and ethical stewardship, preparing students for dynamic careers in finance.

The Finance Advisory Board at Cal Poly San Luis Obispo

The Finance Advisory Board at Cal Poly SLO connects finance students with industry leaders, enhancing curriculum relevance and strategic planning for academic excellence.