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Let's address the tax bill and gain a better understanding of how your investments are taxed.

Historically, in many instances mutual fund shareholders will receive capital gain distributions and dividends at the end of each year in la

While the legacy pension is well known, the National Defense Authorization Act for Fiscal Year 2016 created a new retirement system for armed forces members. This system, called the Blended Retirement System (BRS), combines the pension,

Learn about college savings plans and how to save more efficiently for your kids.

The Ohio Retirement system is extensive and is currently made of five distinct parts. These parts include: STRS, PERS, SERS, SHPRS, OP&F.

DUBLIN, OHIO – Ascend Advisory is proud to announce the award for Forbes 2023 Best-in-State Wealth Management Teams.

As a financial advisor in Dublin, Ohio, we're here to help you understand retirement and distributions.

As we are now into 2023, we wanted to make you aware of the updated Contribution/Income Limits (and related) as set forth by the IRS.

Equity markets are volatile by nature. To understand why, we must first understand equities. Equities involve an exchange of your cash in re

Tony Reilly, Financial Advisor and CEO, has been recognized as #16 on *Forbes Best-In-State Wealth Advisors 2022 for the State of Ohio.

Ascend Advisory Group is proud to share that David Thompson, Financial Advisor, has been recognized as #99 on Forbes

Ascend Advisory Group is proud to share that three of the Company’s Financial Advisors have been named to the Forbes Best-In-State Wealth...

By Michael Mooney, MBA, CFP, Financial Advisor You may have heard that individuals that start saving early for retirement (or other...

As we approach the end of the year, you may notice some oddities within your portfolio. Specifically, it is not uncommon to see one of your

Tony Reilly, Ascend Advisory, Dublin Bridge Park Ascend Advisory Group is proud to share that Tony Reilly has been recognized as #19 on...

Ascend Advisory Group, headquartered in Dublin Bridge Park, Dublin Ohio answers questions on Medicare and investments, as financial advisors

By Michael Mooney, CFP Connect with Michael on LinkedIn In the news, you may have heard different companies announcing Stock Splits ....

As co-founder and CEO of Ascend Advisory Group, Tony’s leadership is weaved throughout the fabric of this organization. For those of you not

By Michael Mooney CFP ®, Financial Advisor Follow him on LinkedIn The investment community has become accustomed to considering the...

Ascend Advisory Group is proud to share that Tony Reilly has been recognized as #23 on Forbes Best-In-State Wealth Advisors 2020