Ascend Advisory Group LLC

Partners: Seated, left to right; Erik Thompson and Tony Reilly, Standing, left to right; Chris Bardos and Brad Gibson.

 

Welcome to Ascend Advisory Group, LLC (Ascend) and our Website.  If you are a new visitor to Ascend, we hope that you can find some information here that piques your curiosity enough to have you contact us.  If you are already an Ascend client and can not find what you are searching for, call us at the office and please let us assist you.

Ascend Advisory Group is an independent, full-service, wealth management company offering investment management and planning services to our clients.  Many of our clients are business owners, medical professionals, landowners, professional athletes and other high net-worth individuals.  Most are just great families that want assistance with the financial challenges of running a household and planning for the future.

As investment managers, we believe that traditional, passive approaches to risk management that rely solely on asset allocation fail to adequately protect principal in down markets.  Instead we use a more active, tactical asset strategy that attempts to preserve capital first, grow assets second, and then we always try to avoid the many risks that exist in our markets today.

Our wealth advisory services include retirement planning, estate planning strategies, education funding, income analysis, and executive benefits assistance.  We are focused on providing customized solutions designed and implemented according to each client's unique circumstances.

As always, we look forward to working with you.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Lease Interest

What's the interest rate on the lease you're considering?

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Newsletters

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

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