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Archive for October, 2018


Reduce Your Taxes This Year Using Oil And Gas Drilling Partnerships

October 25th, 2018

By Casey Sullivan, CFP® As Certified Financial Planners™ serving hundreds of families in the southeast, our clients frequently ask for ways to reduce their income taxes. Depending on their situation, we discuss retirement plan strategies, gifting strategies, business structures, and tax efficient portfolios. We believe one of the most under used and effective tax reduction […]

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A different approach to reducing your taxable income liability this year

October 25th, 2018

By Marcus Ashworth, CFP®   As a financial planner with twenty plus years practicing, serving hundreds of families across the Southeast, it’s a common question to arise during my year end reviews. How can I save on taxes? Certainly, for small business owners there are some distinct advantages like contributing to SEPs, 401ks or Simple […]

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What is Behind the Recent Market Pullback?

October 15th, 2018

Please read below for commentary on recent market events from Ladenburg Thalmann Asset Management. Marcus Ashworth, CFP® and Casey Sullivan, CFP®. Too much complacency in the market has finally taken its toll, as U.S. stocks sold off sharply this past week on investor concerns over rising interest rates and the growing trade wars that have started to take […]

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Why consider a Securities Backed Line of Credit (SBLOC) for your portfolio?

October 3rd, 2018

By Marcus Ashworth, CFP®   Most recently during one of my reviews with a client, I was asked what I thought about them purchasing a condo on margin for their trust. Their trust allowed for it, and they did not want to disrupt the portfolio strategy and/or generate unnecessary capital gains for the purpose of […]

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Best of North Atlanta 2018

October 3rd, 2018

We recently received notification Ashworth Sullivan Wealth Management Group was voted 1st Runner Up for ‘Best Financial Planner of North Atlanta’ 2018 by the Herald Newspapers. This award was open to public voting and readership, and winners were tallied based on the number of votes*. We are so grateful we get do what we love […]

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