All of our Quest Trust offices (Houston, Dallas and Austin) are still working to ensure safety by having semi-open offices available, accessible to clients and non-clients, and all of our online systems in place. Although we are currently running with some staff in office and some staff at home, we remain open for scheduled appointments and document drop off/pick-up. Our employees are ready to continue providing you the highest level of customer service and we thank you for being patient with us during this transition time. Click here for more information and important updates.
Have you ever wondered what makes a loan legally binding? In the financial world, one of the most important tools when borrowing or loaning money is the promissory note. If you’re investing in a business, buying property, or even just loaning money to a loved one, it’s important to understand a few key things about promissory notes. What’s... [ Read More ]
If there is one thing that 2020 has taught us, it is that nothing is as certain as it was before. One of the biggest fears for many Americans right now is their job security. Many people have already lost their jobs and are wondering what comes next for them. A major effect of leaving a job, whether... [ Read More ]
When opening an investment account, it is important to do your due diligence. Investment due diligence will help you make the right investment choice for you. Don’t be a victim of investment fraud. Read this simple guide on investment due diligence and protect yourself and your investments today. What Is Investment Due Diligence? Due diligence is basically doing... [ Read More ]
Money. You work hard for it and you are careful about who you trust with it. You have decided to open a self-directed IRA account. Who is the best person to handle your investments? What questions should you be asking? How can you find them? Keep reading for five tips on how to choose the right IRA custodian... [ Read More ]
According to statistics from the Investment Company Institute, IRAs have enjoyed a 10% growth rate each year and are now worth over $5 trillion dollars. IRAs are a popular and effective way to save and invest money. At the same time, they are complex enough that it can be difficult to understand exactly how they work. In particular,... [ Read More ]
The COVID-19 crisis fundamentally changed society in many ways and spread through the world like a wildfire. While much of the United States stayed home in isolation, the federal government passed the Coronavirus Aid, Relief and Economic Security Act to help relieve the burden on families, businesses, and local governments. The CARES Act is expansive and contains many... [ Read More ]
Do you want to take more control over your retirement investment accounts? Have you been considering a self-directed IRA but worried about the rules? You want to diversify your portfolio - outside of the traditional investment markets such as stocks and bonds. That's where a self-directed IRA comes into play. It allows you to diversify while also keeping... [ Read More ]
Investing for retirement is something worth beginning as early as possible. Current annual costs for someone over the age of 65 are approximately $50,000. So you'll need a significant amount in your retirement account in order to live comfortably during this time. One of the best ways to begin saving is a self-directed IRA, but not everyone knows how... [ Read More ]
In order to live comfortably during retirement, you'll need to start saving as soon as you can. Opening an IRA account is widely known as one of the most reliable ways to invest in your future. There are two major ways to fund your IRA: transfers and rollovers. Not everyone understands the difference between the two, though. Not... [ Read More ]
Health Savings Accounts are perceived to be among the most tax-advantaged financial instruments. HSA helps people with high-deductible medical plans and controls medical costs. Unfortunately, most people are not aware that they can invest their HSA funds. Like any other investment, investing in your HSA will help grow your money and boost your savings in the long run.... [ Read More ]