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5 Ways Scammers Are Outsmarting Even the Savviest Investors (and How to Stay Ahead)
Scammers no longer rely on poorly worded emails. They use artificial intelligence to craft messages, clone voices, and build credibility. What once was obvious now feels dangerously authentic.
Sep 292 min read


From Wall Street’s Dirt Road to Your First Paycheck: A Guide for Future Investors
This isn’t just a lesson for young kids. Teenagers, college students, and those in their early 20s are faced with even bigger financial decisions: student loans, buying their first car, paying rent, or even starting to save for retirement. These choices can shape long-term financial habits.
Aug 275 min read


Help Boost Year-End Benefits for Tax Savings
Review healthcare benefits, life insurance plans, retirement contributions and other voluntary benefits, confirming any contribution amounts
Nov 8, 20243 min read


Are cuts ahead? Temporary relief for the real estate industry
The stage is set for the Fed Reserve to begin lowering the federal funds rate potentially. Lower interest rates may impact the real estate.
Sep 6, 20247 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


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
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