Read about QFA in the news
Research Release: (9/19/24): Families can now roll over unused 529 funds into a Roth IRA.
Press Release: (6/7/24): Financial media veteran Scott Tanner publishes a profile on Joe Rinaldi.
Media Release: (4/22/24): Joe Rinaldi sits down with Barrons do discuss his market outlook.
Special Memorandum: (2/6/24): Special incentives and bonus opportunities for our clients.
Press Release: (1/24/24): See QFA’s Memorandum on Private Credit.
Press Release: (1/12/24): QFA’s Alexandra Doncheva publishes memorandum on Bitcoin.
Press Release: (12/18/23): Quantum touts edge in Private Debt & Equity.
Press Release: (10/5)/23): QFA’s Junyuan Chen publishes piece on tax deductions for seniors.
Press Release: (9/7/23): QFA’s Joseph Rinaldi profiled in The Wall Street Transcript.
Press Release: (8/24/23): QFA associate Hayden Tran publishes memorandum on avoiding imposter scams.
Press Release: (8/17/23): Memorandum on managing student loans.
QFACC Special Project: (8/2/23): QFACC enters project to sell Museum Quality model train layout.
Observational Highlight: (7/26/23): QFA infographic on the generational groups.
Press Highlight: (7/13/23): Financial advisors expect latest inflation data to cool Fed’s jets
Press Release: (6/7/23): Intern Dominic Procopio presents a memorandum on the new volatility regime.
Press Release: (6/6/23): Memorandum on changes to retirement savings rules.
Press Release: (5/25/23): QFA presents a memorandum on the debt ceiling.
Press Release: (5/22/23): QFA intern Domenic Procopio presents memorandum on estate planning.
Press Release: (4/21/23) QFA announces the addition of two new outstanding advisors as part of the firm’s expansion.
Memorandum on First Republic Bank: (3/20/23): Qfa’s Eoghan Fisher author’s broadcast on FRC.
Press Release: (2/14/23): QFA’s office manager Anuli Okeke releases memorandum on estate planning
Press Release: (2/14/23): QFA junior associate Phineas Underwood’s memorandum on estate planning
Press Appearance: (3/13/22): Joseph Rinaldi shares QFA’s market outlook on the Money Life podcast
Partner Presentation:(1/31/22): Quantum PCRA accounts utilize Schwab as trusted partner.
Press Release: (12/29/21): Quantum releases paper on Social Security in the Age of Inflation.
Press Release: (12/09/21): November 24th, 2021, Quantum feeds the homeless at Sheppard’s Table.
Press Release: (11/23/21): Quantum releases whitepaper on Top 25 Cryptocurrencies.
Press Release: (10/22/21): 7 Keys to Success and Five Costly Mistakes - Andre Weisbrod
Press Release: (08/13/21): Summary of CNBC Small Business Playbook
Press Release: (07/13/21): NCAA Approves Interim Name, Image, and Likeness Policy
Press Release(03/22/2021): Updated Credit Ratings for Libor Banks
Press Release(03/22/2021): Updated Credit Ratings for States
Press Release (02/24/2021): China Relaxes Cross Border Investments With USA
Press Release: (11/2/20) Strong Outlook on Municipals Despite Election Uncertainty
Quantum’s feature article in The Wall Street Transcript on managing risk in client accounts.
Press Release: (5/21/20) Quantum’s Crew Lends A Hand To Adventist Hospital
News Release: (3/31/20) Quantum’s 2020 ADV forms now available.
Press Release: (11/28/18) Quantum press release on FHFA maximum conforming loan limits for 2019.
Press Release: (11/5/18) Quantum press release on IRS contribution changes.
Press Release: (9/12/18) Release of algorithmically managed accounts mobile application.
Press Release: (7/17/18) Quantum announces details and results of China trip.
(6/8/18) Quantum is pleased to announce a collaboration with deepcreektimes.com promoting financial literacy. For further information about Deep Creek Times and the collaboration contact Mike Tumbarello at info@deepcreektimes.com.
Press Release: (3/2/18) Quantum announces merger with STAAR Financial Advisor
Press Release: (1/26/18) Article from Quantum CIO & COO Joseph Rinaldi featured in Investopedia. https://www.investopedia.com/advisor-network/advisors/54477/joseph-rinaldi-series-65-series-7-series-3/
Press Release: (1/18/18) QFA CIO & COO featured in Advisors Magazine January edition.
Radio Broadcast: (10/23/17) Discussing Investing on Rob Taub's Stribling's New York Show (AM 980). https://soundcloud.com/user-162777451/striblings-ny-joe-rinaldi-segment-1022171
Press Release: Spanish & English Version of A Beginning Guide to Alternative Assets 2017
Spanish & English Version of A Beginning Guide to Alternative Assets 2017
Chinese & English Version of A Beginning Guide to Alternative Assets 2016
Crowd Funding Summary - Sources of Start Up Capital December 2014
October, 2014 The Art of Successful Investing Conference -- Barron's Roundtable
White Paper - The Volatility Index - June, 2014 - Stefan Iacono
Former Wall Street Exec. Finds "Sweet Spot" in Market - The Suit Magazine April/May 2013
Top Financial Advisors in the DC area - Washington Magazine November 2012 Issue
The "New?" New Deal: A Pragmatic Approach for Stabilizing the Ailing Economy
Smith School Undergrads Challenge Nation's Leaders with Deficit Reduction Plan
The $2 Trillion Black Hole - Money and Capital Markets Monitor, April 5, 2010