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...
top of page
.png)
THE BEST
Insights From Our Office
Search
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
- Feb 10, 2022
- 1 min
Congratulations to Michael Mooney, with His New Baby Girl!
Ascend Advisory Group, Financial Advisor, Michael Mooney, and his wife Samantha (Sam), were blessed with their second child on January...
Ascend Advisory Group
- Feb 10, 2022
- 1 min
Congratulations to David Thompson, with His New Baby Boy!
Ascend Advisory Group, Financial Advisor, David Thompson, and his wife Natalie, were blessed with their first child on December 22, 2021....
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
- Dec 1, 2021
- 2 min
Tony Reilly Named to Forbes Best-In-State Wealth Advisors 2021.
Ascend Advisory Group is proud to share that Tony Reilly has been recognized as #19 on Forbes Best-In-State Wealth Advisors 2021 for the...
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
- 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
- Aug 17, 2021
- 1 min
Ascend Welcomes Alex Shields to our Team
Connect with Alex on LinkedIn Recently, Alex Shields joined our team as an Account Administrator. He comes to us via Nationwide Financial...
Ascend Advisory Group
- Aug 11, 2021
- 3 min
Tomorrow is not soon Enough
Attention to detail has always been a strong suit for Chris Bardos, Co-Founder, Partner, and CFO at Ascend Advisory Group. This is why...
Ascend Advisory Group
- Aug 4, 2021
- 2 min
Jackie McNeely Promoted to Role of Branch Office Manager
Connect with Jackie on LinkedIn: We founded Ascend Advisory Group on the belief that planning should be about stewardship. We work each...
Ascend Advisory Group
- Nov 3, 2020
- 1 min
A fresh, new look for Ascend Advisory Group
As seasoned advisors we understand the importance of keeping a steady eye on the long-term picture, steering away from constantly...
Ascend Advisory Group
- Nov 3, 2020
- 1 min
Ascend Welcomes Austin Phillips to our Team
Connect with Austin on LinkedIn Recently, Austin Phillips joined the team as a Client Service Associate. He comes to us via Ameriprise...
bottom of page