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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
Year-End Tax Planning Strategies
Let's address the tax bill and gain a better understanding of how your investments are taxed.
Nov 29, 20234 min read
Understanding Mutual Fund Distributions from Columbus Ohio Financial Advisors
Historically, in many instances mutual fund shareholders will receive capital gain distributions and dividends at the end of each year in la
Nov 1, 20233 min read
Veterans and Retirement
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,
Nov 1, 20234 min read
Back to School: Planning for the Future Cost of College
Learn about college savings plans and how to save more efficiently for your kids.
Aug 29, 20235 min read
Ohio PERS and STRS - Partial Lump Sum Option Payment (PLOP)
The Ohio Retirement system is extensive and is currently made of five distinct parts. These parts include: STRS, PERS, SERS, SHPRS, OP&F.
May 3, 20235 min read
Ascend Advisory News: What you need to know about new retirement savings and distribution rules
As a financial advisor in Dublin, Ohio, we're here to help you understand retirement and distributions.
Jan 11, 20231 min read
2023 Annual Limits Relating to Your Accounts
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.
Jan 11, 20232 min read
Market Volatility and your Portfolio
Equity markets are volatile by nature. To understand why, we must first understand equities. Equities involve an exchange of your cash in re
May 11, 20223 min read
Invest Early and Often
By Michael Mooney, MBA, CFP, Financial Advisor You may have heard that individuals that start saving early for retirement (or other...
Mar 23, 20223 min read
How do Mutual Fund Year-End Distributions Work?
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
Dec 17, 20213 min read
Understanding the complexities of Medicare
Ascend Advisory Group, headquartered in Dublin Bridge Park, Dublin Ohio answers questions on Medicare and investments, as financial advisors
Oct 26, 20213 min read
Stock Splits, Buybacks, and Dividends: What are They?
By Michael Mooney, Financial Advisor ( LinkedIn ) In the news, you may have heard different companies announcing Stock Splits....
Sep 1, 20214 min read
Bob Dole, how he gave me a leg-up.
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
Jul 8, 20201 min read
What is "the market?"
By Michael Mooney CFP ®, Financial Advisor Follow him on LinkedIn The investment community has become accustomed to considering the...
Jul 2, 20205 min read
Adoption + A Village in Peru...
Jeff and Lori Korbini have three children, Anthony, Marissa and Mauriana.
Jun 25, 20202 min read
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