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Overcoming fluctuations to get the best of the market
We are long-term investors.
It’s a simple principle that we must always remind ourselves as investors, in the good-times and in the bad.
Aug 5, 20244 min read


Tony Reilly, CEO Ascend Advisory, welcomes Dublin Mayor at HQ
Ascend Advisory is proud to share insights from Chris Amorose Groomes, Mayor of Dublin. Ascend Advisory CEO Tony Reilly had the privilege
Aug 5, 20243 min read


Tony Reilly, CEO Ascend Advisory, welcomes Irish Ambassador
Tony Reilly, CEO, Ascend Advisory had the privilege of hosting Ambassador Geraldine Byrne Nason for an intimate evening at the Dublin, Ohio
Aug 2, 20246 min read


Ascend Advisory hosts Irish Ambassador to the US
DUBLIN, OHIO – Ambassador Byrne Nason is performing the official opening ceremonies at the Dublin Irish Festival on Friday, August 1st.
Jul 29, 20243 min read


The decline of China: Does it affect my investment portfolio?
Advice from a financial advisor By Michael Mooney , Financial Advisor China’s boom was once seen as a way to add growth exposure to a...
Jul 9, 20247 min read


Why doesn't the stock market feel right with sentiment?
As we roll into summer, the market volatility that kicked off the second quarter is seemingly well into the rearview mirror.
Jun 12, 20246 min read


Walking vs. running: Ascend Advisory hits the $2B assets under management mark
Ascend Advisory Group is proud to announce that it has hit the $2B assets under management mark
May 14, 20242 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


How will conflict and elections impact stock performance?
With a winning first quarter to 2024, April saw tensions rise in the Middle East once more. Since 1927, the chart on the S&P 500 Index shows
May 8, 20242 min read


The S&P 500 notched another all-time-high
The S&P 500 notched another all-time-high, passing the 5,000 mark for the first time ever on Thursday 2/8/24.
Apr 15, 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


Year-End Tax Planning Strategies
Let's address the tax bill and gain a better understanding of how your investments are taxed.
Nov 29, 20234 min read


Is the Era of Mega-Cap Tech Stocks Coming to an End?
The seven mega-cap tech names that have driven the majority of the market’s gains have hit a roadblock (see chart below). Nonetheless, these
Nov 20, 20233 min read


Understanding Mutual Fund Distributions from Columbus Ohio Financial Advisors
Historically, in many instances mutual fund shareholders will receive capital gain distributions and dividends at the end of each year in la
Nov 1, 20233 min read


Veterans and Retirement
While the legacy pension is well known, the National Defense Authorization Act for Fiscal Year 2016 created a new retirement system for armed forces members. This system, called the Blended Retirement System (BRS), combines the pension,
Nov 1, 20234 min read


Back to School: Planning for the Future Cost of College
Learn about college savings plans and how to save more efficiently for your kids.
Aug 29, 20235 min read


Ohio PERS and STRS - Partial Lump Sum Option Payment (PLOP)
The Ohio Retirement system is extensive and is currently made of five distinct parts. These parts include: STRS, PERS, SERS, SHPRS, OP&F.
May 3, 20235 min read


Ascend Advisory News: What you need to know about new retirement savings and distribution rules
As a financial advisor in Dublin, Ohio, we're here to help you understand retirement and distributions.
Jan 11, 20231 min read


2023 Annual Limits Relating to Your Accounts
As we are now into 2023, we wanted to make you aware of the updated Contribution/Income Limits (and related) as set forth by the IRS.
Jan 11, 20232 min read


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 re
May 11, 20223 min read
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