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...
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Ascend Advisory Group
- Aug 25
- 1 min
A long-term view in a short-term world
CAR- 0622-03905
Ascend Advisory Group
- Aug 19
- 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
- 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
- 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
- 1 min
2022 Mid-Year Market Update with Chris Bardos
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Ascend Advisory Group
- Jul 27
- 7 min
Let’s Talk about Inflation
By Chris Bardos CFS®, MS in Economics Co-Founder, Partner and CFO For most of the last decade, we have enjoyed lower than average...
Ascend Advisory Group
- Jul 12
- 2 min
Tax Planning Strategies
By Jeremy Wakeland, Account Administrator Here at Ascend Advisory Group, we strive to provide high levels of service and advice to all of...
Ascend Advisory Group
- Jul 1
- 1 min
Why are Gas Prices so High?
Chris Bardos, Co-founder, Partner and CFO, discusses the current state of the energy sector of Financial Markets.
Ascend Advisory Group
- Jun 22
- 3 min
Your Summer Adventure
By Brad Shook, Associate Financial Advisor Here at Ascend we strive for new heights. While things like inflation and the markets may be...
Ascend Advisory Group
- Jun 10
- 3 min
Tax Bucket Strategies
By Michael Mooney, MBA, CFP, Financial Advisor Is it possible to save TOO much for retirement? The answer is surprisingly yes – sort of!...
Ascend Advisory Group
- May 24
- 1 min
Market Volatility Update
by Jeff Korbini, CFP Financial Advisor and C.O.O CAR-0522-03976
Ascend Advisory Group
- May 11
- 3 min
Market Volatility and your Portfolio
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
- Apr 14
- 2 min
Chris 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 Group
- Apr 14
- 2 min
Tony 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 Group
- Apr 14
- 1 min
David 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 Group
- Apr 13
- 2 min
Three 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 Group
- Apr 8
- 5 min
Understanding donor-advised fund basics
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 —...
Ascend Advisory Group
- Apr 8
- 3 min
Giving 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...