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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.

Know your IRS deadlines (click here). If tax season resulted in you owing more to the IRS than you expected, you may want to revisit...

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.

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

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

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 ....

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