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 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 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 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 GroupNov 9, 20214 minThe Inflation ConversationNovember 2nd 2021 Written by Conor O'driscoll One topic that has become extremely prominent this year is inflation. After laying dormant...
Ascend Advisory GroupSep 1, 20214 minStock Splits, Buybacks, and Dividends: What are They?By Michael Mooney, CFP Connect with Michael on LinkedIn In the news, you may have heard different companies announcing Stock Splits....
Ascend Advisory GroupAug 4, 20212 minJackie McNeely Promoted to Role of Branch Office ManagerConnect with Jackie on LinkedIn: We founded Ascend Advisory Group on the belief that planning should be about stewardship. We work each...
Ascend Advisory GroupJul 2, 20203 minShould Commodities be Part of My Portfolio? By Conor O’Driscoll In uncertain times, we hear investment ideas from all walks of life. In this current period of volatility,...
Ascend Advisory GroupJul 2, 20205 minWhat is "the market?"By Michael Mooney Follow him on Twitter & LinkedIn The investment community has become accustomed to considering the results of the S&P...
Ascend Advisory GroupJun 26, 20204 minThe Ag Economy: Tough Times for Farmers in 2019Net farm income is forecast to grow almost 4.8% to $88 billion in 2019, but this broad measure of profits includes financial support from...