Ashli Newcomb - Kingsview Partners

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Ashli Newcomb - Kingsview Partners For the woman who has built wealth, but still feels like she is guessing.

Writing a check to charity may be generous.But it may not be the most tax-efficient way to give.
11/02/2026

Writing a check to charity may be generous.
But it may not be the most tax-efficient way to give.

Taking the required distribution is only the first decision.What happens next?You may need the cash for living expenses....
10/29/2026

Taking the required distribution is only the first decision.

What happens next?

You may need the cash for living expenses.

You may reinvest it in a taxable account.

You may have charitable or gifting plans.

And if you are also realizing gains, harvesting losses, or rebalancing before year-end, those decisions deserve to be looked at together.

For more complex financial lives, year-end planning becomes less about checking boxes and more about coordination.

Our 'Ask Her - Year-End Coordination Checklist' brings the pieces onto one page.

No financial-planner answer of “it depends” allowed today. 😂If you had to choose, which one are you picking?A or B? Tell...
10/28/2026

No financial-planner answer of “it depends” allowed today. 😂
If you had to choose, which one are you picking?
A or B? Tell me why. 👇

A little behind the scenes before our first appointment of the day. 🤍Long before a client walks through this door, we're...
10/27/2026

A little behind the scenes before our first appointment of the day. 🤍

Long before a client walks through this door, we're already preparing for the conversation.

Reviewing the plan. Looking at investments. Checking progress toward goals. Identifying questions we want to discuss. Making notes about anything that may need attention.

Because I never want a client meeting to feel like we're simply pulling up an account balance and asking, “So...what's new?”

Your time with us should feel intentional.

And yes, making sure the office is warm, welcoming and ready for you is part of that too.

The difference between investment management and wealth management.
10/26/2026

The difference between investment management and wealth management.

When I would NOT harvest a loss.
10/24/2026

When I would NOT harvest a loss.

Nobody enjoys seeing red in a portfolio.But if an investment in a taxable account is worth less than you paid, the loss ...
10/22/2026

Nobody enjoys seeing red in a portfolio.

But if an investment in a taxable account is worth less than you paid, the loss may have tax value.

Selling can turn an unrealized loss into a realized one that may help offset capital gains elsewhere.

That does not automatically make it a good trade.

You still have to decide whether you want to own the investment, what you would buy instead, and whether the wash-sale rule could get in the way.

Before the year ends, look at the portfolio and the tax return together.

Ask Her’s Year-End Tax & Retirement Checklist can help.

Whether you’re a seasoned mahjong player or simply coming for the conversation and connection, we’d love to have you at ...
10/22/2026

Whether you’re a seasoned mahjong player or simply coming for the conversation and connection, we’d love to have you at the table.

Thank you Paris Country Club for hosting us!

Reserve a spot for you and a friend today:
http://secure.kingsview.com/ashli-mahjong-and-money

Address

117 East Wood Street, Suite B
Paris, TN
38242

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