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As year-end approaches, review your financial and estate plan with Ascend’s Family Love Letter approach and 12 updated tax-saving tips for 2025.

Charitable giving has always played a vital role in fostering compassion, supporting communities, and driving positive change across the globe. Whether it's through donating time, resources, or financial contributions, individuals and organizations alike can address pressing social, environmental, and humanitarian challenges. From supporting local nonprofits to participating in global initiatives or even small acts of kindness, philanthropy reflects a shared commitment to imp

The new tax bill, signed into law on July 4, 2025, introduces significant changes to the U.S. tax code, primarily by making permanent many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) that were set to expire at the end of 2025, while adding new provisions. Taxes and changes to law affect every one of our clients, so we must highlight some key points and changes from what we have been used to for the last few years of tax code.

July has historically been the best-performing month of the year. So if you moved to cash last month, odds are you’ve missed a window of return that will be hard to recapture.  Seasonal market patterns—like “Sell in May” and the “Santa Claus Rally”—may have historical data behind them, but they are statistically weak predictors of future performance. Missing just a few of the best market days (which often cluster around volatility) can derail long-term compounding—eve