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...
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Ascend Advisory Group
- May 17
- 1 min
Earnings Season: May 2023
CAR-0523-02108
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
CAR-0423-01639
Ascend Advisory Group
- Apr 13
- 1 min
Quarterly Market Update with Chris Bardos
CAR-0423-01899
Ascend Advisory Group
- Mar 24
- 1 min
How your money is protected
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Ascend Advisory Group
- Mar 8
- 3 min
Five Retirement planning tips for Q1 2023
By Brad Shook, Associate Financial Advisor Changing course or making adjustments early into a journey is much easier than trying to make...
Ascend Advisory Group
- Mar 6
- 1 min
Video: Stock Valuation
CAR-0323-00386
Ascend Advisory Group
- Feb 10
- 1 min
Tax Documents: Planning for your 2022 taxes
CAR-1022-02732
Ascend Advisory Group
- Feb 2
- 2 min
Ascend Advisory Group Named to Forbes Best-In-State Wealth Management Teams 2023 List
We are proud to share that Ascend Advisory Group has been recognized as #17 on Forbes Best-In-State Wealth Management Teams 2023 for the...
Ascend Advisory Group
- Jan 23
- 1 min
2022 Market Recap with Chris Bardos
CAR-0123-02164
Ascend Advisory Group
- Jan 11
- 1 min
Congratulations to Alex Shields. Ascend Advisory Group’s newest Registered Representative.
Congratulations to Alex Shields, Account Administrator, for recently passing his FINRA Series 7 Exam! With this addition, the Ascend...
Ascend Advisory Group
- Jan 11
- 2 min
2023 Annual Limits Relating to Your Accounts
by Michael Mooney, CFP®, MBA, Financial Advisor As we are now into 2023, we wanted to make you aware of the updated Contribution/Income...
Ascend Advisory Group
- Dec 14, 2022
- 1 min
2022 Year End Market Update with Tony Reilly
CAR-1222-01638
Ascend Advisory Group
- Nov 30, 2022
- 6 min
Charitable Giving: Maximizing your Impact
By Adam E. Day, Financial Advisor Charitable giving is an American tradition, we even have a season called ‘giving season’, where many of...
Ascend Advisory Group
- Nov 29, 2022
- 4 min
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,...
Ascend Advisory Group
- Nov 16, 2022
- 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 4, 2022
- 1 min
Medicare Basics
CAR-1022-02356
Ascend Advisory Group
- Oct 27, 2022
- 1 min
Q3 2022 Market Update Tony Reilly & Jeff Korbini
CAR-1022-03509
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