Ascent Wealth Management

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Westlake Village, CA
Ascent Wealth Management

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

07/15/2026

Retirement, business sales, family changes, and evolving healthcare needs can all affect financial risk.

Regular reviews help ensure your strategy continues to align with your goals and changing circumstances.

07/13/2026

Portfolio statements measure investment performance—but they don't measure healthcare inflation, longevity, or caregiving costs.

A comprehensive financial plan evaluates both market risks and life risks.

07/10/2026

Healthcare can become one of the largest expenses in retirement, yet it's often underestimated in financial plans.

Modeling healthcare and long-term care costs alongside income needs can help create a more realistic retirement strategy.

07/02/2026

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.

06/30/2026

Mid-year portfolio reviews highlight an important reality: diversification benefits are not constant. In periods of market stress, correlations often rise, reducing the protective value of global allocation. This reinforces the need for intentional geographic and asset-class balance going into year-end.

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.

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.

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.

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.

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.

Address

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

Telephone

(805)3127200

Website

https://myascentwealth.com/

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