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

Ascend Advisory Group is proud to share that Chris Bardos, Financial Advisor and CFO, has been recognized on Forbes Best-In-State Wealth...

Ascend Advisory Group is proud to share that Tony Reilly, Financial Advisor and CEO, has been recognized as #16 on Forbes Best-In-State...

Ascend Advisory Group is proud to share that David Thompson, Financial Advisor, has been recognized as #99 on Forbes Best-In-State Wealth...

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...

Donor-advised funds went from 4.8% of total charitable giving in 2011 to 10.1% in 2020 and — despite all the events that occurred —...

How much thought do you give your charitable giving? Do you simply write some checks or, more likely, visit organizations’ websites, make...

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

The IRA Contribution Deadline for 2021 is on April 15th, 2022! If you are interested in making a Traditional IRA or Roth IRA...

By Adam E. Day, Financial Advisor Correcting mistakes or making adjustments early into a journey is much easier to accomplish and can...

By Conor O’Driscoll, Investment Analyst Expert pundits are an ever-present part of the media, giving analysis and making predictions....

Ascend Advisory Group, Financial Advisor, Michael Mooney, and his wife Samantha (Sam), were blessed with their second child on January...

Investors may like to think they’re completely rational in their decision-making, but that’s highly unlikely. We don’t stop being human...

by Michael Mooney, CFP, MBA As we are now into the New Year, we wanted to make you aware of the updated Contribution/Income Limits (and...

By Conor O’Driscoll, Research Analyst You may have seen a type of bond on the news called Series I Bonds. This has been a commonly asked...

By Michael Mooney, CFP. MBA, Financial Advisor As we approach the end of the year, you may notice some oddities within your portfolio....

By Adam Day, Financial Advisor Follow Adam on LinkedIn. A question we get frequently, as Financial Advisors, is; “Why are rates so low?...

Taking these ten actions before year-end will help ensure you're still working toward your financial goals—and that you're prepared for...

Ascend Advisory Group is proud to share that Tony Reilly has been recognized as #19 on Forbes Best-In-State Wealth Advisors 2021 for the...