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What Are The Benefits Of A 529 Plan?

What Are The Benefits Of A 529 Plan?

12 Dec 2022
Ascendant Financial Solutions, Inc.

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A 529 plan is a useful way for parents and other family members to help pay for a child’s education. They can also be used...

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November 2022 Stock Market Report

November 2022 Stock Market Report

28 Nov 2022
Ascendant Financial Solutions, Inc.

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Although October is historically a volatile month for markets, last month saw equities rally and slowly begin to raise the market out of its 2022...

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Your 2023 Financial Checklist From A Financial Advisor In Flagstaff

Your 2023 Financial Checklist From A Financial Advisor In Flagstaff

7 Nov 2022
Ascendant Financial Solutions, Inc.

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What are your resolutions for 2023? Is it starting a new business venture, spending more quality time with your loved ones, paying off debt, or...

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October 2022 Stock Market Report

October 2022 Stock Market Report

24 Oct 2022
Ascendant Financial Solutions, Inc.

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Fall is here to remind us that everything works in cycles, including the market. October is historically a volatile month for the markets, and it...

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End Of Year Tax Planning And Tax Loss Harvesting

End Of Year Tax Planning And Tax Loss Harvesting

17 Oct 2022
Ascendant Financial Solutions, Inc.

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If part of your wealth-building strategy does not involve end-of-year tax planning, we are here as trusted financial advisors (aka: your personal CFO) to offer...

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2022 September Stock Market Report

2022 September Stock Market Report

26 Sep 2022
Ascendant Financial Solutions, Inc.

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Last month kicked off with high hopes for the U.S. stock market: within the first 10 days of August, the S&P 500 burst by 5.2%...

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Plan For Medicare Open Enrollment

Plan For Medicare Open Enrollment

20 Sep 2022
Ascendant Financial Solutions, Inc.

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Planning for an unseen future is part of every comprehensive financial planning ballgame. It’s also what tends to hold people back. If you are nearing...

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August Stock Market 2022 Report

August Stock Market 2022 Report

25 Aug 2022
Ascendant Financial Solutions, Inc.

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July ended with fear of a recession, but that didn’t stop a rally in the stock market. The S&P 500 rose 9.1% in July, for...

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Rebalancing Can Help Keep Your Portfolio Healthy

Rebalancing Can Help Keep Your Portfolio Healthy

11 Aug 2022
Ascendant Financial Solutions, Inc.

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Diversification is a word that gets thrown around a lot when it comes to investing. But how many investors really understand what diversification means?  In...

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When And Why Does My Risk Tolerance Change?

When And Why Does My Risk Tolerance Change?

28 Jul 2022
Ascendant Financial Solutions, Inc.

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Would you consider yourself a risk-taker or do you prefer to play it safe? Maybe you are somewhere in the middle and prefer research and...

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