2022 Market Recap with Chris Bardos
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Ascend Advisory Group
- Jan 11
- 1 min
Congratulations to Alex Shields. Ascend Advisory Group’s newest Registered Representative.
Congratulations to Alex Shields, Account Administrator, for recently passing his FINRA Series 7 Exam! With this addition, the Ascend...
Ascend Advisory Group
- Jan 11
- 2 min
2023 Annual Limits Relating to Your Accounts
by Michael Mooney, CFP®, MBA, Financial Advisor As we are now into 2023, we wanted to make you aware of the updated Contribution/Income...
Ascend Advisory Group
- Dec 14, 2022
- 1 min
2022 Year End Market Update with Tony Reilly
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Ascend Advisory Group
- Dec 14, 2022
- 1 min
Ascend Advisory Group
- Nov 30, 2022
- 6 min
Charitable Giving: Maximizing your Impact
By Adam E. Day, Financial Advisor Charitable giving is an American tradition, we even have a season called ‘giving season’, where many of...
Ascend Advisory Group
- Nov 29, 2022
- 4 min
Year End Tax Planning Strategies
By Michael K. Mooney Jr. MBA, CFP, Financial Advisor As we approach the end of the year and celebrate the holidays with our loved ones,...
Ascend Advisory Group
- Nov 16, 2022
- 2 min
Mutual Fund Distributions
By Matthew Kovach, Investment Analyst The rule of thumb in investing is to buy low and sell high. So it must be bad when the price of...
Ascend Advisory Group
- Nov 4, 2022
- 1 min
Medicare Basics
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Ascend Advisory Group
- Oct 27, 2022
- 1 min
Q3 2022 Market Update Tony Reilly & Jeff Korbini
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Ascend Advisory Group
- Oct 27, 2022
- 1 min
Q3 2022 Market Update with Chris Bardos
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Ascend Advisory Group
- Oct 17, 2022
- 3 min
Ascend Advisory Group Identity Theft Checklist:
Over 15 million people in the US experience identity theft every single year. This theft results in $50 billion in financial losses over...
Ascend Advisory Group
- Oct 2, 2022
- 4 min
Stock Valuation
By: Matthew L. Kovach, Investment Analyst Stock valuation can be a complex process of gathering and analyzing information in order to...
Ascend Advisory Group
- Sep 13, 2022
- 5 min
Back to School: Planning for the Future Cost of College
By Adam E. Day, Financial Advisor It seems like every year, Labor Day comes and goes and we think, what happened to summer? The kid’s...
Ascend Advisory Group
- Aug 25, 2022
- 1 min
A long-term view in a short-term world
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Ascend Advisory Group
- Aug 19, 2022
- 1 min
Congratulations to Austin Phillips. Ascend Advisory Group’s newest Certified Financial Planner®
Congratulations to Austin Phillips, Registered Account Administrator, for recently achieving his CERTIFIED FINANCIAL PLANNER (“CFP®”)...
Ascend Advisory Group
- Aug 12, 2022
- 3 min
The Benefits of Rising Rates
By Michael K. Mooney JR., MBA, CFP® As the Federal Reserve raises interest rates, the cost of borrowing money goes up; This increases...
Ascend Advisory Group
- Aug 12, 2022
- 1 min
Ascend Advisory Group Welcomes Matthew Kovach.
Recently, Matthew Kovach joined our team as an Investment Analyst. He comes to us via CPMI where he served as an Investment and Financial...
Ascend Advisory Group
- Aug 5, 2022
- 1 min
2022 Mid-Year Market Update with Chris Bardos
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