Investment Risk

The Lure of Envy

What good is envy? It’s the one sin you can’t have any fun at. The color green is attributed to many positive things in life. Green is often used as a symbol of prosperity and even represents life itself. But not all green is good. Being green with envy is a characteristic we should avoid

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The 3 Levels that Determine Your Retirement Values

Why are values so powerful? Because they are one of the core motivations for everything we do in our lives. They have a profound impact on every important decision we make, from what we choose to do for a living to whom we marry to how we spend our free time—in short, who we are

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How to Protect Your Assets in Your Golden Years

How to Help Parents – and Yourself – Live Better at 80, 90 and Beyond They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes in physical health and issues with memory can mean you—or

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Three Things the Super Rich Do Differently

The Powerful Benefits of Thoughtful Action When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the situation rapidly and moving forward. These reflexively gut-driven responses are often rewarded by our culture, which praises the “fast-acting do-er” who “gets the job done” or “puts out fires.”

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All You Ever Wanted to Know About Risk (But were Afraid…)

The Relationship between Risk and Reward Few terms in wealth management are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Every investment carries some degree of risk, including the possible loss of principal, and there can be no guarantee that any investment strategy will be successful. That’s why

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Personalizing Your Retirement Income Stream

What does it really take to make sure that you can maintain your quality of life, pay your bills, provide for your loved ones – Do you have enough money to retire? At Questmont, we assist our clients by tailoring a personalized retirement income stream focused on your lifestyle.

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Common Factors Affecting Retirement Income

When it comes to planning for your retirement income, it’s easy to overlook some of the common factors that can affect how much you’ll have available to spend. If you don’t consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term care, and taxes, you may not be able

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