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
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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
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
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Ascend Advisory Group
- Feb 10
- 1 min
Tax Documents: Planning for your 2022 taxes
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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
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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
- Dec 14, 2022
- 1 min
2022 Year End Market Update with Tony Reilly
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Ascend Advisory Group
- Dec 14, 2022
- 1 min
Ascend Advisory Group
- Oct 27, 2022
- 1 min
Q3 2022 Market Update Tony Reilly & Jeff Korbini
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Ascend Advisory Group
- Oct 27, 2022
- 1 min
Q3 2022 Market Update with Chris Bardos
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Ascend Advisory Group
- Aug 19, 2022
- 1 min
Congratulations to Austin Phillips. Ascend Advisory Group’s newest Certified Financial Planner®
Congratulations to Austin Phillips, Registered Account Administrator, for recently achieving his CERTIFIED FINANCIAL PLANNER (“CFP®”)...
Ascend Advisory Group
- Aug 12, 2022
- 3 min
The Benefits of Rising Rates
By Michael K. Mooney JR., MBA, CFP® As the Federal Reserve raises interest rates, the cost of borrowing money goes up; This increases...
Ascend Advisory Group
- Aug 12, 2022
- 1 min
Ascend Advisory Group Welcomes Matthew Kovach.
Recently, Matthew Kovach joined our team as an Investment Analyst. He comes to us via CPMI where he served as an Investment and Financial...
Ascend Advisory Group
- Jun 24, 2022
- 0 min
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