Ascent Wealth Management

Ascent Wealth Management Ascent Wealth Management
4195 E. Thousand Oaks Blvd. Suite 125
Westlake Village, CA 91362

One of the defining mid-year features in equity markets is continued concentration in a small group of dominant companie...
06/25/2026

One of the defining mid-year features in equity markets is continued concentration in a small group of dominant companies. This dynamic increases index-level vulnerability and reinforces the need for broader diversification across sectors, equal-weight exposures, and global equities for the remainder of the year.

A disciplined mid-year outlook does not rely on a single forecast. Instead, portfolios are increasingly structured aroun...
06/23/2026

A disciplined mid-year outlook does not rely on a single forecast. Instead, portfolios are increasingly structured around multiple second-half scenarios, allowing for adaptability across growth, inflation, and policy outcomes as conditions evolve.

As the mid-year inflation picture evolves, headline pressures have eased, but underlying components remain uneven. Servi...
06/18/2026

As the mid-year inflation picture evolves, headline pressures have eased, but underlying components remain uneven. Services and wage-driven inputs continue to shape the inflation trajectory, meaning real return planning remains a core consideration for second-half portfolio strategy.

Mid-year portfolio reviews highlight that cash continues to play a strategic role. Rather than being idle, liquidity now...
06/16/2026

Mid-year portfolio reviews highlight that cash continues to play a strategic role. Rather than being idle, liquidity now functions as both an income-generating asset and a flexibility tool for redeployment as opportunities emerge in the second half.

At mid-year, alternative investments continue to play a growing role in income and diversification strategies. However, ...
06/11/2026

At mid-year, alternative investments continue to play a growing role in income and diversification strategies. However, investors should reassess illiquidity exposure, underwriting discipline, and cycle sensitivity as economic conditions evolve in the second half.

Global growth is moderating but remains positive, with clear divergence across regions. The key theme is no longer synch...
06/09/2026

Global growth is moderating but remains positive, with clear divergence across regions. The key theme is no longer synchronized expansion, but instead uneven growth driven by policy differences, productivity trends, and sector-specific strength. Investors should prioritize adaptability over broad directional bets.

Alternative tax strategies—whether energy investments, QOZs, or real estate structures—should be integrated into a broad...
05/22/2026

Alternative tax strategies—whether energy investments, QOZs, or real estate structures—should be integrated into a broader plan.

Isolated decisions may create unintended consequences across liquidity, estate planning, or long-term tax exposure.

In addition to upfront deductions, energy investments may provide percentage depletion, allowing a portion of income to ...
05/18/2026

In addition to upfront deductions, energy investments may provide percentage depletion, allowing a portion of income to be received tax-advantaged over time.

This creates a dual benefit: front-loaded deductions + ongoing tax efficiency.

Energy-related tax benefits typically offset ordinary income, which is taxed at higher rates than capital gains.For high...
05/15/2026

Energy-related tax benefits typically offset ordinary income, which is taxed at higher rates than capital gains.

For high earners, this distinction makes certain alternative strategies more impactful than traditional capital-loss harvesting.

Address

4195 E. Thousand Oaks Boulevard Suite 125
Westlake Village, CA
91362

Telephone

(805)3127200

Website

Alerts

Be the first to know and let us send you an email when Ascent Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category