Our mission at Quest Capital Management, Inc. is to help you achieve your financial goals and objectives. Whether you’re just getting started with an investment strategy or you’re looking for professional advice on how to maximize your wealth, our team of professional financial planners can help you make wise decisions now -- for yourself, your family, and the future.
Why do you need a CERTIFIED FINANCIAL PLANNER™ professional?
CERTIFIED FINANCIAL PLANNER™ professionals can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. They can play a central role in helping you meet your life goals and achieve financial well-being. Consequently, choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Your future depends on the choice you make.
To learn more about the benefits of financial planning, please click to view Financial Planning: Helping You See the Big Picture
Why trust Raymond James Financial Services, Inc?
In these difficult economic times, Raymond James' longstanding commitment to prudent management, careful planning and placing client needs ahead of all else is more important than ever before. To learn more about how Raymond James has been minimally impacted by the current financial crisis, please click to view Raymond James: Commitment to Service, Integrity and Conservative Management.
Quest is commited to keeping you informed.
We are here to help you gain clarity on the important financial issues that investors are facing and to advise you on how to weather turbulent times. For additonal information on the topic(s) below and many others, please visit our Learning Center.
- A Year Later, Opportunity Remains - March 1, 2010
- Modest Market Gains Close Out February - March 1, 2010
- Markets Discount Fed Move, Close at New February Highs - February 22, 2010
- Good News Not Enough to Cheer Unsettled Markets - February 1, 2010
- Stunning Comeback Year Punctuates Volatile Decade - January 5, 2010
- November Markets Show Positive Gains Despite Periodic Shocks - December 1, 2009
- Introducing the New Raymond James Bank Deposit Program
- Timing is Everything: When to Take Social Security - August 28, 2009
- The Great Bear Market of 2008 and 2009 - August 7, 2009
Client Alert
New Roth conversion rules take effect in 2010, eliminating current restrictions that prevent many clients from converting a traditional IRA to a Roth. In addition, a special tax rule allows clients who convert a traditional IRA to a Roth in 2010 to report half the resulting income on their 2011 federal income tax return and half on their 2012 return.
To learn more about the 2010 Roth conversion rules, please click to view Roth Conversions in 2010: A Special Opportunity.