Wealth Wisdom

The Role of Performance Monitoring in Investment Success

Posted on June 24th, 2024

Investment success hinges on numerous factors, one of the most critical being performance monitoring. At Ascend Financial Advisers, we understand that diligent and ongoing performance monitoring is crucial for achieving long-term …

Understanding Risk Management in Personal Finance

Posted on June 8th, 2024

Risk management is a critical component of personal finance. It entails the identification, assessment, and prioritization of risks, followed by coordinated efforts to minimize, monitor, and control the probability or impact of …

Insights: A Bucket Plan to Go With Your Bucket List

Posted on June 22, 2018

The baby boomers have re-defined everything they've touched, from music to marriage to parenting and, more lately, to what "old" means—60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of …

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