Ascent Private Wealth Group

09/25/2026

After the Fed’s rate hike, we see little question policymakers take back the 2025 cuts, but the real question might be whether they will take back the 2024 cuts too—and what that means for Treasury yields nearing 20-year highs.

09/14/2026

Without even noticing, some investors can find their portfolio has become concentrated. Here’s how to gain diversification.

Has a concentrated position become an unmanaged risk in your portfolio

09/12/2026

If you have flexibility in where you live—or if you’re looking to move—your ZIP code can have a major influence on your taxes. See how five little numbers can make a big difference.

Here’s a question most people never think to ask their financial advisor: Does it make sense to live where I currently live?

09/09/2026

It wasn’t a great end to the summer of 2026 for U.S. policymakers, in our view, with actions by the U.S. Federal Reserve and Treasury highlighting institutional weaknesses instead of playing to their strengths.

09/06/2026

The equity market segment more directly tied to AI has undergone a notable valuation adjustment amid sharper scrutiny of AI capex durability, monetization timelines, and disruption risks. Can the companies deliver on profitability expectations?

08/26/2026

Identifying imperfections in U.S. fiscal policy is an easy task, but it’s less clear what the adjustment process will look like. We discuss the potential path ahead for the bloated federal deficit and debt, and what it could mean for investors.

08/24/2026

Bill Ringham, Director of Private Wealth Strategies at RBC Wealth Management US, discusses the advantages of specialized lifestyle services that RBC Wealth Management offers to high net-worth clients.

07/30/2026

When you need cash fast, a securities-based loan may be more cost-effective than selling appreciated assets. A simple equation can help you weigh your options.

07/29/2026

The technical backdrop for equity markets remains positive with healthy participation across sectors. However, a breakout by U.S. long-term rates above their 2.5-year trading ranges would risk the equity market cycle that began in Q4 2022.

07/02/2026

Wishing you and your family a safe and meaningful #𝐅𝐨𝐮𝐫𝐭𝐡𝐨𝐟𝐉𝐮𝐥𝐲.

#𝐈𝐧𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐜𝐞𝐃𝐚𝐲 is a reminder of what truly matters: freedom, community and the people we hold dear.