Ascend Advisory GroupApr 8, 20223 minGiving 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 GroupDec 17, 20213 minHow 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 GroupJun 26, 20205 minCoronavirus Aid, Relief, and Economic Security (CARES) ActRecently enacted legislation provides relief for families and businesses impacted by the coronavirus pandemic. The high level summary...
Ascend Advisory GroupJun 26, 20203 minKey IRA Impacts of the 2019 SECURE ACTOn December 20, 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law and as a result, there...