Skip to content
Transcendent Capital GroupTranscendent Capital Group
  • Home
  • About Us
    • About Us
    • Chad Ferrell
    • Bill Johnson
    • Grant Tarrant
    • Emilio Lopez
    • Darrell James
    • Mitchell Green
    • Charles Oliver
    • Cameron James
    • Michael Drooby
    • Allison Brenner
    • Our Investment Philosophy
    • Why Work With a CFP
    • Our Partners
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families and Individuals
    • Retirees
    • Women Investors
  • How We Serve
    • How We Serve
    • Our Process
    • Alternative Investments
    • Banking and Lending Solutions
    • Business Planning
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • Resources
    • Resources
    • Client Access Videos
    • Privacy Policy Notice
    • TCG Form CRS
    • TCG ADV Part 2A Brochure
    • TCG Code of Ethics
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Transcendent Capital Group
    1008 S Bryant Ave, Ste 250 Edmond, OK 73034-6012 T: 405.341.9188
    Map and Directions Map and Directions
  • Code of Ethics
  • Client Relationship Summary
  • Part 2A of Form ADV: Firm Brochure
  • Privacy Policy Notice
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Technology & Innovation
  • Media
    • Newsletter
Summer storylines to keep an eye on
5/30/2025
Raymond James Chief Investment Officer Larry Adam highlights that trade tensions, along with the tax and spending bill, will be top of mind for market participants.
Markets & Investing
How cyber savvy are you?
Cyberattacks are the nation’s fastest-growing crime. Review these tips for keeping your personal information safe.
Technology & Innovation
Read
Read
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Read
Tailored lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.

Markets & Investing
View
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Read
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
Markets & Investing
How does the US-China trade truce impact our market and economic views?
5/14/2025
The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain.
Markets & Investing
How rebalancing helps keep your portfolio on track
Keeping your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing
envelope

The future at your fingertips

Transcendent Capital GroupTranscendent Capital Group
  • 1008 S Bryant Ave, Ste 250 Edmond, OK 73034-6012
  • T: 405.341.9188
  • Map & Directions
  • Map & Directions

Transcendent Capital Group LLC is a Securities and Exchange Commission registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.