Ascend Advisory GroupMay 113 minMarket Volatility and your PortfolioEquity markets are volatile by nature. To understand why, we must first understand equities. Equities involve an exchange of your cash in...
Ascend Advisory GroupApr 142 minChris Bardos Named to Forbes Best-In-State Wealth Advisors 2022.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 GroupApr 142 minTony Reilly Named to Forbes Best-In-State Wealth Advisors 2022.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 GroupApr 141 minDavid Thompson Named to Forbes Best-In-State Wealth Advisors 2022.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 GroupApr 132 minThree Ascend Advisory Group Financial Advisors named to Forbes Best-In-State Wealth Advisors 2022.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...
Ascend Advisory GroupApr 85 minUnderstanding donor-advised fund basicsDonor-advised funds went from 4.8% of total charitable giving in 2011 to 10.1% in 2020 and — despite all the events that occurred —...
Ascend Advisory GroupApr 83 minGiving well: How can philanthropy be more focused and fulfilling?How much thought do you give your charitable giving? Do you simply write some checks or, more likely, visit organizations’ websites, make...
Ascend Advisory GroupMar 233 minInvest Early and OftenBy Michael Mooney, MBA, CFP, Financial Advisor You may have heard that individuals that start saving early for retirement (or other...
Ascend Advisory GroupMar 101 minThe IRA Contribution DeadlineThe IRA Contribution Deadline for 2021 is on April 15th, 2022! If you are interested in making a Traditional IRA or Roth IRA...
Ascend Advisory GroupFeb 253 minFive Retirement planning tips for Q1 2022By Adam E. Day, Financial Advisor Correcting mistakes or making adjustments early into a journey is much easier to accomplish and can...
Ascend Advisory GroupFeb 102 minHedgehogs, Foxes, and your Financial GoalsBy Conor O’Driscoll, Investment Analyst Expert pundits are an ever-present part of the media, giving analysis and making predictions....
Ascend Advisory GroupFeb 101 minCongratulations to Michael Mooney, with His New Baby Girl!Ascend Advisory Group, Financial Advisor, Michael Mooney, and his wife Samantha (Sam), were blessed with their second child on January...
Ascend Advisory GroupJan 263 minWhat is behavioral finance … and why should you care?Investors may like to think they’re completely rational in their decision-making, but that’s highly unlikely. We don’t stop being human...
Ascend Advisory GroupJan 112 min2022 Annual Limits Relating to Your Accountsby 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...
Ascend Advisory GroupDec 22, 20212 minSeries I BondsBy 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...
Ascend Advisory GroupDec 17, 20213 minHow do Mutual Fund Year-End Distributions Work?By Michael Mooney, CFP. MBA, Financial Advisor As we approach the end of the year, you may notice some oddities within your portfolio....
Ascend Advisory GroupDec 16, 20215 minWhy are Interest Rates so Low?By Adam Day, Financial Advisor Follow Adam on LinkedIn. A question we get frequently, as Financial Advisors, is; “Why are rates so low?...
Ascend Advisory GroupDec 1, 20212 min2021 Year-end Planning Checklist 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 GroupDec 1, 20212 minTony Reilly Named to Forbes Best-In-State Wealth Advisors 2021.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...