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Ascend Advisory Group
- Jul 27, 2022
- 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, 2022
- 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, 2022
- 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 24, 2022
- 0 min
Ascend Advisory Group
- Jun 10, 2022
- 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, 2022
- 1 min
Market Volatility Update
by Jeff Korbini, CFP Financial Advisor and C.O.O CAR-0522-03976
Ascend Advisory Group
- May 11, 2022
- 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 13, 2022
- 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, 2022
- 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, 2022
- 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...
Ascend Advisory Group
- Mar 23, 2022
- 3 min
Invest Early and Often
By Michael Mooney, MBA, CFP, Financial Advisor You may have heard that individuals that start saving early for retirement (or other...
Ascend Advisory Group
- Mar 10, 2022
- 1 min
The IRA Contribution Deadline
The IRA Contribution Deadline for 2021 is on April 15th, 2022! If you are interested in making a Traditional IRA or Roth IRA...
Ascend Advisory Group
- Feb 25, 2022
- 3 min
Five Retirement planning tips for Q1 2022
By Adam E. Day, Financial Advisor Correcting mistakes or making adjustments early into a journey is much easier to accomplish and can...
Ascend Advisory Group
- Feb 25, 2022
- 0 min
Ascend Advisory Group
- Feb 10, 2022
- 2 min
Hedgehogs, Foxes, and your Financial Goals
By Conor O’Driscoll, Investment Analyst Expert pundits are an ever-present part of the media, giving analysis and making predictions....
Ascend Advisory Group
- Jan 26, 2022
- 3 min
What 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 Group
- Jan 11, 2022
- 2 min
2022 Annual Limits Relating to Your Accounts
by 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 Group
- Dec 22, 2021
- 2 min
Series I Bonds
By Conor O’Driscoll, Investment Analyst You may have seen a type of bond on the news called Series I Bonds. This has been a commonly...
Ascend Advisory Group
- Dec 16, 2021
- 5 min
Why 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?...
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