Back to School: Planning for the Future Cost of College
By Adam E. Day, Financial Advisor It seems like every year, Labor Day comes and goes and we think, what happened to summer? The kid’s...
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Ascend Advisory Group
- Aug 25
- 1 min
A long-term view in a short-term world
CAR- 0622-03905
Ascend Advisory Group
- Aug 12
- 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 5
- 1 min
2022 Mid-Year Market Update with Chris Bardos
CAR-0822-00411
Ascend Advisory Group
- Jul 27
- 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 1
- 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 10
- 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
- 1 min
Market Volatility Update
by Jeff Korbini, CFP Financial Advisor and C.O.O CAR-0522-03976
Ascend Advisory Group
- May 11
- 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
- Feb 10
- 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
- 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
- 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
- Oct 7, 2021
- 3 min
Five Important Estate Planning Documents to Consider
Many people think that estate planning doesn’t apply to them, but everyone needs an estate plan. A good estate plan will help determine...
Ascend Advisory Group
- Sep 1, 2021
- 4 min
Stock Splits, Buybacks, and Dividends: What are They?
By Michael Mooney, CFP Connect with Michael on LinkedIn In the news, you may have heard different companies announcing Stock Splits....
Ascend Advisory Group
- Jun 25, 2020
- 2 min
What Medicare Won’t Cover
Original Medicare — Part A hospital insurance and Part B medical insurance — offers broad coverage at a relatively low cost, but there...
Ascend Advisory Group
- Jun 25, 2020
- 3 min
Protection to Help Your Family
A recent survey found that 35% of U.S. households would face financial adversity within one month if a primary wage earner died. This...
Ascend Advisory Group
- Jun 25, 2020
- 3 min
Life Insurance Strategies: Three Reasons Empty Nesters May Want Permanent Coverage
Parents with young children might worry about whether they have enough life insurance to take care of their family’s financial needs if...
Ascend Advisory Group
- Jun 25, 2020
- 2 min
Life Insurance with Long-Term Care Benefits
If you are concerned about the high costs of long-term care but don’t want to purchase traditional long-term care (LTC) insurance, you...
Ascend Advisory Group
- Jun 25, 2020
- 2 min
What Does Medicare Cover?
Medicare is the federal health insurance program for persons age 65 and older as well as certain disabled individuals. In 1965, Medicare...