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Self-Employed Retirement Plan Options Are you a freelancer or an entrepreneur? Being your own boss has many perks. You can set your own schedule, prioritize the projects that mean the most to [...]

American Rescue Plan Act. The federal government recently passed a third stimulus package called the American Rescue Plan Act. Eligible individuals and families will receive stimulus checks up to [...]

Analysis: Socially Responsible Investing vs Impact Investing. What Is It And Why Should You Consider Adding It To Your Investment Portfolio? 2020 has been a year of stress and uncertainty – [...]

2020 continues to be the year of volatility in our financial markets. Consumers do not have to look very far to see an advertisement for a mortgage refinance or may have even received a call from [...]

Q1 2020 Client Letter Dear Ascent Client: We are living through an extraordinary period in history. The impact on our families, communities, and country has been profound. The United States and [...]

CARES ACT passed (Coronavirus Aid Relief and Economic Security Act) On Friday, March 27th, 2020, Congress passed the Coronavirus Aid Relief and Economic Security Act (“CARES Act”).  Below is a [...]

Ascent Continues to Operate Remotely Hello, Clients and Friends of Ascent: First and foremost we hope all of you continue to stay physically and mentally healthy during this global pandemic [...]

COVID-19 UPDATE: ASCENT OPERATING REMOTELY Dear Clients and Friends of Ascent Capital: In response to the ongoing COVID-19 situation and in an effort to protect the health and well-being of the [...]

Investment Management vs Wealth Management A common misconception among consumers seeking professional financial advice is that all advice is created equal, or ‘all financial advisors do the same [...]

Is a Roth Conversion Right For you? Roth conversions are a hot topic right now with investors due to the Tax Cuts and Jobs Act of 2017 and the more recent changes to retirement planning with the [...]