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!...
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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
- 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 17, 2021
- 3 min
How do Mutual Fund Year-End Distributions Work?
By Michael Mooney, CFP. MBA, Financial Advisor As we approach the end of the year, you may notice some oddities within your portfolio....
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?...
Ascend Advisory Group
- Dec 1, 2021
- 2 min
2021 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 Group
- Nov 9, 2021
- 4 min
The Inflation Conversation
November 2nd 2021 Written by Conor O'driscoll One topic that has become extremely prominent this year is inflation. After laying dormant...
Ascend Advisory Group
- Oct 26, 2021
- 3 min
Understanding the complexities of Medicare
While they’re working, many Americans become accustomed to getting health insurance through their employer. They make their initial...
Ascend Advisory Group
- Jun 26, 2020
- 3 min
Key IRA Impacts of the 2020 CARES Act
Key IRA Impacts of the 2020 CARES ACT CARES Act | 2020 On March 27, 2020, the Coronavirus, Aid, Relief and Economic Security (CARES) Act...
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