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Ashworth Sullivan Voted Runner Up for Best Financial Planner in North Atlanta

May 22nd, 2019

In December 2018, Ashworth Sullivan Wealth Management Group was voted Runner Up for Best Financial Planner in North Atlanta by Appen Media Group. *Note: Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings […]

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What You Should Know about the Recent Volatility in the Markets

December 7th, 2018

A few points to keep in mind to put this recent volatility in perspective. The economy is healthy, the yield curve is not really inverted. -The Advance Decline Line is a much better indicator of health of the overall markets than any major indices. It’s healthy right now. -We have followed the Technical Analyst and […]

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Third quarter market commentary

November 7th, 2018

Third quarter market commentary from our advisor Casey Sullivan, CFP®. Please click the link below:

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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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The Backdoor Roth IRA

July 29th, 2016

Think you make too much money to contribute to a Roth IRA? Try the back door! By MARCUS ASHWORTH, CFP® and CASEY SULLIVAN, AIF®  “You make too much money to contribute to a Roth account”.  For years we have heard our clients tell us that is what their respective tax advisors have told them.  From […]

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Brexit, What’s next?

June 30th, 2016

The populist vote of the UK to leave the European Union sent the Dow down 610 points last Friday. As with most market sell offs, which start on a Friday, Monday’s carry over was fairly predictable as the Dow sold off another 260 plus points (-1.50%). Typically investors are given a chance to brood over […]

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