Our News
July 12, 2024
Graduate Intern Henry Caplan releases research note on Bank balance sheets.
June 11, 2024
Senior Interns Timothy Kim and Patrick Hanley author piece highlight tax benefits of spousal IRAs.
July 30, 2024
Commercial Property Market Hits Possible Bottom: Insights from Hanley, Kim, Rosales.
Press Release
June 26, 2024
Financial media veteran Scott Tanner publishes a profile on Joe Rinaldi involvement in NIL through The Athlete Amplifier.
News Coverage
June 12, 2024
Senior Interns Timothy Kim, Robert Rosales, and Patrick Hanley release report on state credit ratings.
November 6, 2023
QFA’s Michael Huber and Junyuan Chen release breakdown of changes for 2024 retirement plan limits.
Explore Our Archives
Research Release
October 10, 2024
Senior Research Analyst Aditya Kadiyala conducted research on the impact of job switching on retirement outcomes.
February 9, 2024
Departing executive intern Mitchell Shemtov reflects on his internship experience at Quantum.
June 27, 2024
Financial media veteran Scott Tanner publishes a profile on Joe Rinaldi involvement in NIL through The Athlete Amplifier.
January 8, 2024
QFA presents memorandum: Unlocking Your Future: A Guide to Tapping Your IRA or 401k Early Without Penalty.
May 2, 2023
QFA’s Joseph Rinaldi interviews before Montgomery County Council for trust position.
February 14, 2023
QFA’s office manager Anuli Okeke releases memorandum on estate planning
October 5, 2023
QFA’s Junyuan Chen publishes piece on the current small business landscape.
August 24, 2023
QFA associate Hayden Tran publishes memorandum on avoiding imposter scams.
April 21, 2023
QFA announces the addition of two new outstanding advisors as part of the firm’s expansion.
February 14, 2023
QFA junior associate Phineas Underwood’s memorandum on estate planning
September 26, 2023
QFA’s Archit Ravishankar publishes piece on the best and worst states for Americans to retire in.
August 24, 2023
QFA associate Hayden Tran publishes memorandum on common medicare mistakes.
June 7, 2023
Intern Dominic Procopio presents a memorandum on the new volatility regime.
March 20, 2023
Memorandum on First Republic Bank. QFA’s Eoghan Fisher author’s broadcast on FRC.