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,...
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Ascend Advisory Group
- Nov 7
- 1 min
Quarterly Market Update: Q3 2023 with Tony Reilly
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Ascend Advisory Group
- Nov 1
- 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 1
- 4 min
Veterans and Retirement
As Veteran’s Day is fast approaching our team at Ascend Advisory would like to thank our veterans and service members for their sacrifice...
Ascend Advisory Group
- Oct 1
- 1 min
Medicare Basics
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Ascend Advisory Group
- Sep 28
- 1 min
Reminder: Personal Tax Extension Deadline is October 16th.
As a gentle reminder, if you filed an extension to file your personal taxes back in April, that deadline to file personal taxes is...
Ascend Advisory Group
- Sep 19
- 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
- Sep 5
- 1 min
Earnings Season August 2023
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Ascend Advisory Group
- Aug 2
- 1 min
2023 Mid-Year Market Update with Tony Reilly
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Ascend Advisory Group
- Jul 14
- 3 min
2023 Mid-year Tax Check-In
By Adam E. Day, Financial Advisor As we enter mid-year for 2023, it is essential to implement effective tax planning strategies to...
Ascend Advisory Group
- Jun 15
- 3 min
Asset Allocation and Diversification
By: Matthew Kovach, Investment Analyst Whenever you are listening to a conversation or reading the news, it is not uncommon to come...
Ascend Advisory Group
- May 22
- 6 min
A Few of our Favorite Things: Finance Books & Movies
Finance plays a crucial role in our lives, shaping economies and influencing our personal financial decisions. All of us here at Ascend...
Ascend Advisory Group
- May 17
- 1 min
Earnings Season: May 2023
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Ascend Advisory Group
- May 3
- 5 min
Ohio PERS and STRS - Partial Lump Sum Option Payment (PLOP)
Our team at Ascend Advisory values and thanks our community’s first responders, educators, and public employees for their service and...
Ascend Advisory Group
- Apr 13
- 1 min
Quarterly Market Update with Tony Reilly
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Ascend Advisory Group
- Apr 13
- 1 min
Quarterly Market Update with Chris Bardos
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Ascend Advisory Group
- Mar 24
- 1 min
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