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Insights From Our Office

Top 7 Questions: Preparing for the impact of federal debt in the coming years

Oct 30, 20247 min read

Top 7 Questions: Preparing for the impact of federal debt in the coming years

Overcoming fluctuations to get the best of the market

Aug 5, 20243 min read

Overcoming fluctuations to get the best of the market

Walking vs. running: Ascend Advisory hits the $2B assets under management mark

May 14, 20242 min read

Walking vs. running: Ascend Advisory hits the $2B assets under management mark

How will conflict and elections impact stock performance?

May 8, 20242 min read

How will conflict and elections impact stock performance?

Ascend Advisory named on Forbes 2024 Best-In-State Wealth Management Teams - Ohio

Mar 5, 20242 min read

Ascend Advisory named on Forbes 2024 Best-In-State Wealth Management Teams - Ohio

Is the Era of Mega-Cap Tech Stocks Coming to an End?

Nov 20, 20233 min read

Is the Era of Mega-Cap Tech Stocks Coming to an End?

Ascend Advisory named on Forbes 2023 Best-In-State Wealth Management Teams - Ohio

Feb 2, 20232 min read

Ascend Advisory named on Forbes 2023 Best-In-State Wealth Management Teams - Ohio

How do Mutual Fund Year-End Distributions Work?

Dec 17, 20213 min read

How do Mutual Fund Year-End Distributions Work?

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