

The New Kids on the Block: Understanding Trump Accounts
The Trump Account is a newly created savings and investment account for children established through federal legislation. While additional implementation guidance from the U.S. Treasury is still expected, the legislation creates a framework that allows eligible children to begin long-term investing at an early age.


Give Thanks, Give Wisely – 12 Year-End Financial Moves
As year-end approaches, review your financial and estate plan with Ascend’s Family Love Letter approach and 12 updated tax-saving tips for 2025.


Ascend Advisory welcomes Financial Advisor Abram McCarty
DUBLIN, OHIO – Ascend Advisory today announced Abram McCarty joined the practice as a financial advisor on David Thompson’s team.
.png)




