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Insights From Our Office

Investing 46 posts
Retirement 37 posts
Estates & Trusts 7 posts
Tax Planning 23 posts
Risk Management 25 posts
Announcements 32 posts
Giving Back 3 posts
Insights 67 posts

Five Retirement planning tips for Q1 2023

3 min

Five Retirement planning tips for Q1 2023

Video: Stock Valuation

1 min

Video: Stock Valuation

Tax Documents: Planning for your 2022 taxes

1 min

Tax Documents: Planning for your 2022 taxes

Ascend Advisory Group Named to Forbes Best-In-State Wealth Management Teams 2023 List

2 min

Ascend Advisory Group Named to Forbes Best-In-State Wealth Management Teams 2023 List

2022 Market Recap with Chris Bardos

1 min

2022 Market Recap with Chris Bardos

SECURE Act 2.0 What you need to know about new retirement savings and distribution rules

0 min

SECURE Act 2.0 What you need to know about new retirement savings and distribution rules

Congratulations to Alex Shields. Ascend Advisory Group’s newest Registered Representative.

1 min

Congratulations to Alex Shields. Ascend Advisory Group’s newest Registered Representative.

2023 Annual Limits Relating to Your Accounts

2 min

2023 Annual Limits Relating to Your Accounts

2022 Year End Market Update with Tony Reilly

1 min

2022 Year End Market Update with Tony Reilly

Merry Christmas & Happy Holidays from Ascend Advisory Group

1 min

Merry Christmas & Happy Holidays from Ascend Advisory Group

Charitable Giving: Maximizing your Impact

6 min

Charitable Giving: Maximizing your Impact

Year End Tax Planning Strategies

4 min

Year End Tax Planning Strategies

Mutual Fund Distributions

2 min

Mutual Fund Distributions

Medicare Basics

1 min

Medicare Basics

Q3 2022 Market Update Tony Reilly & Jeff Korbini

1 min

Q3 2022 Market Update Tony Reilly & Jeff Korbini

Q3 2022 Market Update with Chris Bardos

1 min

Q3 2022 Market Update with Chris Bardos

Ascend Advisory Group Identity Theft Checklist:

3 min

Ascend Advisory Group Identity Theft Checklist:

Stock Valuation

4 min

Stock Valuation

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The Forbes Best-in-State Wealth Management Teams* rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

The Forbes Best-in-State Wealth Advisors* rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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