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.
Are you looking to start saving money for retirement? There's no time like the present to build a nest egg. With a few key tips in mind, you can put yourself on a path toward retiring comfortably. Keep reading to learn about a good retirement investment strategy! Start Your Retirement Investment Strategy Early By investing early, you can... [ Read More ]
Self-employment can be a blessing and a curse! On one hand, you control your own hours and you can proudly say that you are your own boss, but the privilege of being in charge also comes with responsibilities and the important matters always fall on your shoulders. The good news is that being self-employed in the world of... [ Read More ]
In an age where interest rates are at rock-bottom, and the US property market no longer promises strong returns, alternative forms of investment are on the rise. One of these is tax liens, which have attracted billions of dollars of investment in recent years. Put simply; an IRS tax lien is when the government places a 'lien' on... [ Read More ]
A common question you hear in the retirement world is “how can I retire comfortably”, and we are constantly reminded how important it is to save for the future. IRAs (Individual Retirement Accounts) and Solo 401(k)s are some of the best tools created for those who choose to save money and create wealth for retirement through investing. Vehicles... [ Read More ]
You want to get the most out of your investment. After all, the point of any investment is to make money, so the last thing you want is to be getting less than you deserve. The problem is that you don't really know the fair market value. You don't want anyone ripping you off after all of your... [ Read More ]
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 ]