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Insights From Our Office

Investing 54 posts
Retirement 43 posts
Estates & Trusts 9 posts
Tax Planning 24 posts
Risk Management 35 posts
Announcements 45 posts
Giving Back 4 posts
Insights 79 posts

1 min

Reminder: Personal Tax Extension Deadline is October 16th.

1 min

David Thompson Named To Top Next-Gen Wealth Advisors Best-In-State*

3 min

Tax Bucket Strategies

1 min

Earnings Season August 2023

1 min

Ascend Advisory Group Welcomes Chase Fowler, CFP ® Financial Advisor

1 min

Congratulations to Adam Day, with His New Baby Boy!

1 min

2023 Mid-Year Market Update with Tony Reilly

0 min

Mid-Year Market Update July 2023 with Chris Bardos

2 min

Ascend Advisory Races for the Cure

3 min

2023 Mid-year Tax Check-In

3 min

A Few of our Favorite Things: Central Ohio Restaurants

3 min

Asset Allocation and Diversification

6 min

A Few of our Favorite Things: Finance Books & Movies

1 min

Earnings Season: May 2023

5 min

Ohio PERS and STRS - Partial Lump Sum Option Payment (PLOP)

1 min

Quarterly Market Update with Tony Reilly

1 min

Quarterly Market Update with Chris Bardos

1 min

How your money is protected

ASCEND ADVISORY GROUP, LLC

6760 Perimeter Drive
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Info@ascendadvisory.com

Tel: 614.784.6000

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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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