AQuest Wealth Strategies

06/02/2026

This month's chart is thanks to past Fed Chair Alan Greenspan, who tracked men's underwear sales as a proxy for consumer confidence. What do you think the new Fed Chair will watch?

05/28/2026

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

A Look at Diversification Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by pirates, the rest stood a good chance of getting through. Thus, t...

05/26/2026

Markets don't take vacations. But your strategy is built for the bumps.

05/21/2026

Compare two different scenarios side by side to see how they stack up over time.

Compare two different scenarios side by side to see how they stack up over time.

05/19/2026

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, according to a September 2025 U.S. News & World Report article. Not supplements. Not sleep hacks. Not anything you might read about on a social feed. Just movement. Plain and simple. What habit has made the biggest difference for you?

05/15/2026

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

And the Executor Is U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors. As a result, he reportedly cost his estate tens of thousands of dollars in attorney's fees.1

05/13/2026

Helium spot prices have more than doubled since the Middle East crisis started in February. That's partly because helium travels there. About a third of the world's supply passes through the Strait of Hormuz, a higher share than even global oil.

05/08/2026

There are benefits and limitations when you decide to donate stock.

Making a Charitable Contribution Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Donating appreciated securities to a tax-qualified charity may allow you to manage your tax...

05/05/2026

Every earnings season is different, but the influence of a handful of companies is undeniable.

05/01/2026

The true cost of raising a child may be far more than you expect.

The true cost of raising a child may be far more than you expect.