Blog

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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Ashworth Sullivan News

February 10th, 2016

June 15th, 2015, Atlanta Magazine; October, 2015 Issue named Financial Advisors Marcus Ashworth, Richard Poore & Casey Sullivan to its ‘Top Wealth Managers List for 2014′ January 2014, Consumers’ Research Council of America named Marcus Ashworth as ‘America’s Top Financial Planners 2014’. October 1st, 2014, Atlanta Magazine; October Issue named Casey Sullivan, AIF® to its Top […]

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