Year-End Tax Planning Strategies
By Michael K. Mooney Jr. MBA, CFP, Financial Advisor As we approach the end of the year and celebrate the holidays with our loved ones,...
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Ascend Advisory Group
- Nov 28
- 3 min
Christmas in Columbus
Christmas is just around the corner and our team here at Ascend Advisory couldn’t be more excited. What makes Christmas special is...
Ascend Advisory Group
- Nov 7
- 1 min
Quarterly Market Update: Q3 2023 with Tony Reilly
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Ascend Advisory Group
- Nov 1
- 2 min
Mutual Fund Distributions
By Matthew Kovach, Investment Analyst The rule of thumb in investing is to buy low and sell high. So it must be bad when the price of...
Ascend Advisory Group
- Nov 1
- 4 min
Veterans and Retirement
As Veteran’s Day is fast approaching our team at Ascend Advisory would like to thank our veterans and service members for their sacrifice...
Ascend Advisory Group
- Oct 3
- 1 min
Congratulations to Michael Mooney, with His New Baby Girl!
Ascend Advisory Group, Financial Advisor, Michael Mooney, and his wife Samantha (Sam), were blessed with their Third child in September....
Ascend Advisory Group
- Oct 1
- 1 min
Medicare Basics
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Ascend Advisory Group
- Sep 28
- 1 min
Reminder: Personal Tax Extension Deadline is October 16th.
As a gentle reminder, if you filed an extension to file your personal taxes back in April, that deadline to file personal taxes is...
Ascend Advisory Group
- Sep 25
- 1 min
David Thompson Named To Top Next-Gen Wealth Advisors Best-In-State*
Ascend Advisory Group is proud to share that David Thompson, Financial Advisor, has been recognized as #53 on Forbes Top Next-Gen Wealth...
Ascend Advisory Group
- Sep 19
- 3 min
Tax Bucket Strategies
By Michael Mooney, MBA, CFP, Financial Advisor Is it possible to save TOO much for retirement? The answer is surprisingly yes – sort of!...
Ascend Advisory Group
- Sep 5
- 1 min
Earnings Season August 2023
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Ascend Advisory Group
- Sep 1
- 1 min
Ascend Advisory Group Welcomes Chase Fowler, CFP ® Financial Advisor
Recently, Chase Fowler joined our team as a Financial Advisor. He comes to us from Sound Capital Management where he was a partner...
Ascend Advisory Group
- Aug 29
- 5 min
Back to School: Planning for the Future Cost of College
By Adam E. Day, Financial Advisor It seems like every year, Labor Day comes and goes and we think, what happened to summer? The kid’s...
Ascend Advisory Group
- Aug 9
- 1 min
Congratulations to Adam Day, with His New Baby Boy!
Ascend Advisory Group, Financial Advisor, Adam Day, and his wife Erica, were blessed with their third child in June. Their first son,...
Ascend Advisory Group
- Aug 2
- 1 min
2023 Mid-Year Market Update with Tony Reilly
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Ascend Advisory Group
- Jul 14
- 2 min
Ascend Advisory Races for the Cure
Here at Ascend Advisory, we believe it is important to be active members of our community. To stand up and support one another through...
Ascend Advisory Group
- Jul 14
- 3 min
2023 Mid-year Tax Check-In
By Adam E. Day, Financial Advisor As we enter mid-year for 2023, it is essential to implement effective tax planning strategies to...
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