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Why Taxes, Not Seasonality, Should Drive Your Next Move
July has historically been the best-performing month of the year. So if you moved to cash last month, odds are you’ve missed a window of return that will be hard to recapture.
Seasonal market patterns—like “Sell in May” and the “Santa Claus Rally”—may have historical data behind them, but they are statistically weak predictors of future performance.
Missing just a few of the best market days (which often cluster around volatility) can derail long-term compounding—eve
Jun 84 min read


Don’t Panic. The Market Loves a Good Drama.
Yesterday, I tuned into CNBC and was treated to a chorus of alarm bells about recessions and tariffs. It reminded me of my two-year-old son,
Mar 183 min read


Ascend's Mike Aljancic hits new highs with assets under management
Tuesday, December 10, 2024
DUBLIN, OHIO – Ascend Advisory is proud to announce Managing Director Mike Aljancic has increased assets by 36%
Dec 5, 20243 min read


Help Boost Year-End Benefits for Tax Savings
Review healthcare benefits, life insurance plans, retirement contributions and other voluntary benefits, confirming any contribution amounts
Nov 8, 20243 min read


Ascend Advisory welcomes Mike Aljancic in 2024
DUBLIN, OHIO – Ascend Advisory today announced Mike Aljancic (LinkedIn), joined the firm as a financial advisor.
May 14, 20242 min read


Facts on Gold
As of last Friday, the front-month futures contracts for gold closed at $2,071 a troy ounce.
Jan 24, 20242 min read
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