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Insights From Our Office

Charitable Giving and Changing Tax Incentives: What You Need to Know

Charitable giving has always played a vital role in fostering compassion, supporting communities, and driving positive change across the globe. Whether it's through donating time, resources, or financial contributions, individuals and organizations alike can address pressing social, environmental, and humanitarian challenges. From supporting local nonprofits to participating in global initiatives or even small acts of kindness, philanthropy reflects a shared commitment to imp

Oct 23 min read

5 Ways Scammers Are Outsmarting Even the Savviest Investors (and How to Stay Ahead)

Scammers no longer rely on poorly worded emails. They use artificial intelligence to craft messages, clone voices, and build credibility. What once was obvious now feels dangerously authentic.

Sep 292 min read

From Wall Street’s Dirt Road to Your First Paycheck: A Guide for Future Investors

This isn’t just a lesson for young kids. Teenagers, college students, and those in their early 20s are faced with even bigger financial decisions: student loans, buying their first car, paying rent, or even starting to save for retirement. These choices can shape long-term financial habits.

Aug 275 min read

Signed into Law July 4: What the New Tax Code Means for You

The new tax bill, signed into law on July 4, 2025, introduces significant changes to the U.S. tax code, primarily by making permanent many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) that were set to expire at the end of 2025, while adding new provisions. Taxes and changes to law affect every one of our clients, so we must highlight some key points and changes from what we have been used to for the last few years of tax code.

Jul 182 min read

What's the Secret to Growing from $27M to $2.2B?

You know, I often get asked. We often get asked, how did you get in central Ohio and Dublin, Ohio? How did you get from 27 million in client assets with a handful of clients in central Ohio, in the Columbus area to today, where we advise and manage over $2.3 billion for clients in over 44 states. And first of all, it's not an easy answer.

Jun 294 min read

Why Taxes, Not Seasonality, Should Drive Your Next Move

July has historically been the best-performing month of the year. So if you moved to cash last month, odds are you’ve missed a window of return that will be hard to recapture. Seasonal market patterns—like “Sell in May” and the “Santa Claus Rally”—may have historical data behind them, but they are statistically weak predictors of future performance. Missing just a few of the best market days (which often cluster around volatility) can derail long-term compounding—eve

Jun 84 min read

Trade Tensions & Market Moves

Markets are currently seeking stability and, ultimately, resolution when it comes to global trade decisions.

May 14 min read

Award Season for Financial Advisor David Thompson

DUBLIN, OHIO – Ascend Advisory is proud to announce that Financial Advisor David Thompson was named as one of the 2025 Forbes Best-In-State Wealth Advisors.

Apr 143 min read