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While they’re working, many Americans become accustomed to getting health insurance through their employer. They make their initial...

Many people think that estate planning doesn’t apply to them, but everyone needs an estate plan. A good estate plan will help determine...

By Michael Mooney, CFP Connect with Michael on LinkedIn In the news, you may have heard different companies announcing Stock Splits....

Connect with Alex on LinkedIn Recently, Alex Shields joined our team as an Account Administrator. He comes to us via Nationwide Financial...

Connect with Jackie on LinkedIn: We founded Ascend Advisory Group on the belief that planning should be about stewardship. We work each...

As seasoned advisors we understand the importance of keeping a steady eye on the long-term picture, steering away from constantly...

Connect with Austin on LinkedIn Recently, Austin Phillips joined the team as a Client Service Associate. He comes to us via Ameriprise...

By Conor O’Driscoll In uncertain times, we hear investment ideas from all walks of life. In this current period of volatility,...

By Michael Mooney Follow him on Twitter & LinkedIn The investment community has become accustomed to considering the results of the S&P...

We are very pleased to see the re-opening of life activities throughout our community and across the country. It is great to see people...

Congratulations to Michael & Jackie Finally, another congratulations is in order for Jackie McNeely and Michael Mooney, who both passed...

Congratulations to long-time leaders Also in November, Stephanie Schanken and Jeff Korbini were promoted to Co-Chief Operating Officers....

Featured today, Stephanie Schanken & Archana Springer Over the past decade that Stephanie and Archana have worked together at Ascend, not...

One of Ascend’s Financial Advisors, Michael Mooney, and his wife Samantha (Sam), welcomed their first bundle of joy on March 2nd. Their...

On March 27, 2020, the Coronavirus, Aid, Relief and Economic Security (CARES) Act was signed into law and as a result, there are some key...

Recently enacted legislation provides relief for families and businesses impacted by the coronavirus pandemic. The high level summary...

On March 16th, we sent out a communication to reassure you that we have business continuity plans in place and that there will be no...

Old faces become new Conor O’Driscoll rejoined Ascend Advisory Group as Research Analyst in November 2019. Conor previously worked at...

Wondering when to send your tax documents into the IRS this year and what it includes? ©2019 Wells Fargo Clearing Services, LLC. All...

On December 20, 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law and as a result, there...