Questar Capital Partners

10/01/2026

How much monthly income will you actually need in retirement?

Our CIO, Richard Reyle, weighed in for Investor's Business Daily. If there's a gap between what you need and what you have, his advice is simple: start with your lifestyle today, do the math, and take it one bite at a time.

The good news is that in this rate environment, generating income in a portfolio is getting easier. And for those who want certainty, an annuity can turn a lump sum into a lifelong income stream, a bit like a personal pension.

Full article: https://www.investors.com/etfs-and-funds/personal-finance/retirement-how-much-monthly-income-do-you-need-to-comfortably-retire/

Building a retirement nest egg of $1 million or more can seem like an insurmountable task for most workers.

07/17/2026

The AI hardware trade has been the talk of the market this month. Our CIO Richard Reyle weighed in with Business Insider on what he's watching next.

Read the full piece here:

The momentum trade has run out of steam in recent weeks. A CIO says investors should pivot hard from crowded AI hardware trades as the rotation continues.

06/18/2026

We're proud to share that Gerry Spitzer has been named to the 2026 AdvisorHub Advisors to Watch list, ranking #167 in the 250 Advisors to Watch - Over $1B category.

This recognition reflects Gerry's commitment to our clients, his strategic approach to wealth management, and the standard of excellence he brings to everything he does. Thank you to our clients for the trust you place in us every day. Congratulations, Gerry!

Check out the full 2026 list: https://www.advisorhub.com/advisors-to-watch-over-1b-2026/

*AdvisorHub 250 Advisors to Watch (Over $1B), created by AdvisorHub. Presented in June 2026 based on data gathered from 01/2025 to 12/2025. No fee was paid to be included in the ranking or to hold out marketing materials. Individual experiences may vary.

06/16/2026

Meet the newest member of the Questar Capital Partners Team, Zach Bleeker.

Zach is a Senior Client Associate, where he supports the firm's advisors and clients across account administration, client service, and investment operations. He plays a key role in ensuring a seamless client experience, from onboarding and account maintenance to coordinating the operational details behind each client relationship.

Prior to joining Questar, Zach served as Lead Client Associate for Asset Management & Private Equity at Lumida Wealth. He previously worked in MSCI's Client Coverage group, supporting endowments, foundations, family offices, and other institutional investors, and began his career as a Wealth Management Analyst at Morgan Stanley. Zach holds a Bachelor's degree in Financial Technology from the New Jersey Institute of Technology.

We're excited to have Zach as a part of the team in delivering a word class experience to our clients.

06/11/2026

Beyond the Down Payment: Integrating Real Estate Support into Your Advanced Estate Plan

Helping with a first home should be viewed in the context of your total estate. When multiple children are involved, ensuring equitable (not necessarily equal) support is critical for family harmony. We help design a comprehensive plan that accounts for gifts made today against future inheritances, formalizing the transfer to avoid ambiguity and secure your legacy's intent. This requires a balanced view of both current and future giving.

For more information visit: questarcap.com

06/10/2026

Overnight success is usually years in the making, or in this case, over a decade. Closing a major deal is rarely a quick transaction; it's a long game built on trust, persistence, and steady communication.

In this highlight, we hear a fascinating story about an investment banker who kept a massive, physical file documenting over 10 years of semi-regular conversations leading up to a closed deal. It perfectly illustrates why keeping potential partners engaged is so critical.

Business isn't always a smooth upward trajectory. When the "crummy times" hit and timelines get pushed off, maintaining those relationships and making sure your partners understand your business is what ultimately gets the deal across the finish line years down the road.

🎧 Listen to the full conversation on the Buyouts, Business, and Bourbon Podcast Here: https://youtu.be/sXW3rfGPc64?si=9GoJeD--e0AKXFyn

06/09/2026

Private Banking or Parental Lending? Structuring the Debt Component of a First Home

For many high net worth clients, the decision isn't just if to help, but how to help with the mortgage. We explore options from leveraging low-interest rate private banking relationships to formal intrafamily loans. The latter requires careful structuring—adhering to Applicable Federal Rates (AFR)—to ensure compliance and utilize the loan as a controlled way to transfer wealth over time, supporting your child while maintaining your overall financial strategy.

To learn more visit: questarcap.com

06/08/2026

The "Sunday Scaries" hit differently when you're the one signing the checks. Behind the scenes of every growing business is the unglamorous reality of late-night mental math and cash flow anxiety.

In this clip, we dive into the real, raw side of entrepreneurship. It’s easy to focus on revenue and growth, but the reality often looks like laying in bed at 11:00 PM on a Sunday, calculating if there's enough cash in the bank for Monday's check runs, Thursday's payroll, and upcoming event honorariums.

Managing the heavy flow of money in and out of an entity is a massive responsibility. It’s a candid reminder that financial and cash management is the lifeblood of a business—and often the primary source of a founder's sleepless nights.

🎧 Listen to the full conversation on the Buyouts, Business, and Bourbon Podcast Here: https://youtu.be/sXW3rfGPc64?si=9GoJeD--e0AKXFyn

06/04/2026

The First Home: Leveraging the Gift Tax Exclusion for Generational Asset Transfer

Assisting an adult child with a down payment is a major life event and a sophisticated move in wealth management. Rather than a simple transfer, we structure the gift to maximize the annual gift tax exclusion for both parents, ensuring the money is delivered efficiently and minimizes any impact on your lifetime exclusion amount. We coordinate with lenders and your legal team to ensure a seamless and tax-smart transaction.

For more information visit: questarcap.com

06/03/2026

Not everyone has access to the financial guidance they need to secure their future. In our latest conversation, we explore a powerful vision for giving back to the community by supporting those who are underserved.

Many individuals face pressing financial concerns but simply don't have the assets to hire a professional advisor, nor a financially astute network they can comfortably turn to for advice. We discuss a dream initiative: mobilizing experienced, older financial advisors to donate just an hour of their time to sit down with people who have nowhere else to turn.

By bridging this gap, experienced professionals can make a profound, positive impact on people's lives through accessible, judgment-free financial education.

🎧 Listen to the full conversation on the Buyouts, Business, and Bourbon Podcast Here: https://www.youtube.com/watch?v=6hRfJfE2QTc