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Socially Responsible Investing

Socially Responsible Investing (SRI). What Is It And Why Should You Consider Adding It To Your Investment Portfolio?

Socially Responsible Investing (SRI). What Is It And Why Should You Consider Adding It To Your Investment Portfolio? 2020 has been a year of stress and uncertainty – but it has also been a year that’s brought to light issues of social justice, climate change, and social responsibility. But as investors, our awareness has gradually […]

Should I Refinance My Mortgage

Should I Refinance My Mortgage?

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 their current lender regarding lower rates available in today’s market. Or even heard of friends who recently refinanced at […]

Q1 2020 Client Letter

Q1 2020 Client Letter

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 world are now facing the dual threats of a health crisis and an economic crisis. Both need to be fought with monumental government policy […]

CARES ACT passed (Coronavirus Aid Relief and Economic Security Act)

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 summary of the incentives passed that may affect you and your business.  This summary is not meant to be all-inclusive and many of the provisions […]

Ascent Continues to Operate Remotely

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 crisis our Nation and the World try to overcome. It is hard to believe that 10 days have passed since Ascent first made the decision […]

COVID-19 Update: Ascent Operating Remotely

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 Ascent Team and visitors to our office, Ascent will operate on a virtual basis effective March 17 through at least Friday, March 27th. As […]

Investment Management vs Wealth Management

Investment Management vs Wealth Management: What is the difference?

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 thing’. This could not be further from the truth. As its name suggests, investment management focuses on the oversight of investment assets without much, if any, consideration […]

What is a Roth Conversion?

Is a Roth Conversion Right For you?

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 passing of the SECURE Act in December of 2019. But the question remains, should I be converting my […]

2019 Market Recap

2019 Market Recap

2019 Market Recap What a difference a year makes. While in 2018, it was very difficult to make money in financial markets, in 2019 pretty much everything went up. Our portfolios meaningfully participated in the global equity rally. And portfolios with fixed-income allocations benefited from the fall in interest rates/rise in bond prices last year […]

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