Ascend Investment Partners - Financial Advisor: Garrett Smith

Ascend Investment Partners - Financial Advisor: Garrett Smith Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Ascend Investment Partners - Financial Advisor: Garrett Smith, Financial service, 214 South Main Street, Logan, UT.

Tune in to the latest episode of Your Investment Partners with Paul & Garrett, where we discuss Tax Loss Harvesting http...
07/24/2024

Tune in to the latest episode of Your Investment Partners with Paul & Garrett, where we discuss Tax Loss Harvesting https://ascendinvestment.com/garrettsgarage/what-is-tax-loss-harvesting
In this episode of "Your Investment Partners," hosts Garrett and Paul explore the concept of tax loss harvesting, detailing what it is, how it works, and the types of accounts it applies to.
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Tune in to the latest episode of Your Investment Partners with Paul & Garrett, where we discuss What issues should you ...
07/09/2024

Tune in to the latest episode of Your Investment Partners with Paul & Garrett, where we discuss What issues should you consider before and after the TCJA sunset provision occurs?
https://ascendinvestment.com/garrettsgarage/what-issues-should-you-consider-before-and-after-the-tcja-sunset-provision-occurs
In this episode, Paul and Garrett dive into the intricate topic of taxes, specifically focusing on the upcoming expiration of the Tax Cuts and Jobs Act at the end of 2025.
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A New Way to Think About Retirement: Planning with Today in Mindhttps://ascendinvestment.com/garrettsgarage/a-new-way-to...
08/18/2023

A New Way to Think About Retirement: Planning with Today in Mind
https://ascendinvestment.com/garrettsgarage/a-new-way-to-think-about-retirement-planning-with-today-in-mind
Don't just think about the future. Think about what's making you make financial decisions today. Maybe you want to leave a stressful job, spend more time with your grandkids, or travel a lot when you're older. Knowing what's pushing you today can make you feel more eager and have a bigger impact on your retirement planning than just setting far-off retirement goals.
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Key Questions to Plan Your Best Retirementhttps://ascendinvestment.com/garrettsgarage/key-questions-to-plan-your-best-re...
08/11/2023

Key Questions to Plan Your Best Retirement
https://ascendinvestment.com/garrettsgarage/key-questions-to-plan-your-best-retirement
Let's start with a special question: "What else?" It sounds simple, but it's powerful. It uncovers lots of info about your dreams and goals. Suppose you say you want to "Travel" when you retire. If we ask, "What else?", you might talk about hobbies like gardening, painting, or learning a new language. Each "what else" helps us find out more about your dreams. This way, we can make a retirement plan that's truly you.
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Understanding Homeschooling Finances: Why You Need a Financial Advisor https://ascendinvestment.com/garrettsgarage/under...
08/09/2023

Understanding Homeschooling Finances: Why You Need a Financial Advisor
https://ascendinvestment.com/garrettsgarage/understanding-homeschooling-finances-why-you-need-a-financial-advisor
Unlike regular schools that get money from everyone's taxes, homeschooling families often pay for everything themselves. They have to buy learning materials, tech tools, fun activities, and sometimes even give up working to teach their kids. Here's a quick look at these costs:
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Navigating Your Investment Portfolio Review: From High-Level Goals to Methodological Detailshttps://ascendinvestment.com...
07/24/2023

Navigating Your Investment Portfolio Review: From High-Level Goals to Methodological Details
https://ascendinvestment.com/garrettsgarage/navigating-your-investment-portfolio-review-from-high-level-goals-to-methodological-details
Join us as we discuss the considerations you should have in mind during your investment portfolio review. We provide expert advice, share practical tips, and offer insights to help you make informed decisions that align with your financial goals.
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Address

214 South Main Street
Logan, UT
84321

Telephone

+18014761200

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