Michael McSweeney

Michael McSweeney At Ascend Wealth Partners, we are dedicated to helping clients with strategic analysis and personalized management. CA insurance license .

We integrate strategies for asset protection, wealth accumulation, and distribution, empowering clients to achieve financial freedom. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York,

NY. PAS is a wholly-owned subsidiary of Guardian. Certified Financial Services is not an affiliate or subsidiary of PAS or Guardian.This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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We help you design a retirement strategy that aims to convert your hard-earned savings into reliable income, paying your...
01/13/2026

We help you design a retirement strategy that aims to convert your hard-earned savings into reliable income, paying yourself over and over again.

👉 Let’s create your retirement paycheck plan.

-𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗠𝗰𝗦𝘄𝗲𝗲𝗻𝗲𝘆
Financial Advisor
📲 201.843.7700
📩 [email protected]
💻 www.ascendwealthpartners.com

Schedule 👉 [email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]

U.S. stocks delivered another banner year in 2025, supported by resilient corporate earnings, continued enthusiasm aroun...
01/08/2026

U.S. stocks delivered another banner year in 2025, supported by resilient corporate earnings, continued enthusiasm around AI, and growing optimism that the Federal Reserve could begin cutting interest rates.

In fact, the U.S. stock market just achieved something remarkably rare: three consecutive years of double-digit gains - an outcome that has occurred only six times since the 1940s.

For the year, the market’s three major indices performed as follows:

· S&P 500: +16.39% (following gains of 23% in 2024 and 24% in 2023)
· Dow Jones Industrial Average: +12.97%
· Nasdaq Composite: +20.36%

Artificial intelligence remained one of the dominant investment themes, helping propel the tech-heavy Nasdaq to the strongest performance among the three major indexes for the third straight year.

***
Sources:
https://edition.cnn.com/2025/12/31/investing/year-gains-us-stock-market
https://www.cnbc.com/2025/12/30/stock-market-today-live-updates.html

01/06/2026

A quick cautionary note about 401(k)s from Michael McSweeney.

🔗 And you can watch the whole in-depth video here: https://youtu.be/D0jessFr8pc

Marriage, children, and career moves all mean updating your beneficiaries.If any of life's circumstances changed for you...
01/05/2026

Marriage, children, and career moves all mean updating your beneficiaries.

If any of life's circumstances changed for you in 2025 (or will here in 2026!), please make sure everything reflects your wishes. 📝

👉 Ask us for a quick beneficiary review.

-Michael McSweeney
Financial Advisor
📲 201.843.7700
📩 [email protected]
💻 www.ascendwealthpartners.com

Schedule 👉 [email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]

Stock market performance was mixed for the month of December.For the final month of 2025, the market’s three major indic...
01/02/2026

Stock market performance was mixed for the month of December.

For the final month of 2025, the market’s three major indices performed as follows:
· S&P 500: -0.1%
· Dow Jones Industrial Average: +0.7%
· Nasdaq Composite: -0.5%

Despite modest December results for some indexes, the Dow Jones Industrial Average notched its eighth consecutive monthly gain, marking its longest winning streak since 2018.

***
Sources:
https://edition.cnn.com/2025/12/31/investing/year-gains-us-stock-market
https://www.cnbc.com/2025/12/30/stock-market-today-live-updates.html #:~:text=Stocks%20close%20lower%20in%20final,or%200.63%25%2C%20to%2048%2C063.29.

Short-term market swings can feel uncomfortable - but risk is about the permanent loss of capital, not temporary price m...
12/29/2025

Short-term market swings can feel uncomfortable - but risk is about the permanent loss of capital, not temporary price movement.

A well-built plan focuses on long-term goals, proper diversification, and disciplined decision-making - especially when emotions run high.

Markets move. Plans endure.

November inflation data showed continued moderation, with the Consumer Price Index (CPI) rising 2.7% over the past 12 mo...
12/26/2025

November inflation data showed continued moderation, with the Consumer Price Index (CPI) rising 2.7% over the past 12 months, according to the Bureau of Labor Statistics. That marked a slowdown from the prior 12-month pace of 3.0% ending in September.

Core inflation, which excludes food and energy, increased 2.6% year over year, reinforcing signs that broader price pressures are easing. On a monthly basis, both headline and core CPI rose 0.2%, below economists' expectations of 0.3%.

Looking beneath the surface, energy prices rose 4.2% over the past year, while food prices increased 2.6%. Shelter costs — which account for roughly one-third of the CPI — rose 3% year over year, an important development given shelter's outsized role in driving inflation earlier in the cycle.

The November report was delayed and incomplete due to the federal government shutdown, which prevented data collection in October. As a result, economists caution against reading too much into a single report. Still, the cooler-than-expected inflation data has strengthened expectations that the Federal Reserve may have room to ease policy further in 2026, with markets increasing the probability of a March rate cut while January expectations remain low.
***

Sources:
https://www.bls.gov/news.release/cpi.nr0.htm
https://www.cnbc.com/2025/12/18/cpi-inflation-report-november-2025.html

Business owners often underestimate or overstate their actual income. At Ascend Wealth Partners, we bring order to your ...
12/22/2025

Business owners often underestimate or overstate their actual income. At Ascend Wealth Partners, we bring order to your finances—so you know exactly where you stand. 📊✔️

👉 Book a call today to get financial clarity.

-Michael McSweeney
Financial Advisor
📲 201.843.7700
📩 [email protected]
💻 www.ascendwealthpartners.com

Schedule 👉 [email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]

U.S. job growth remained subdued in November, with nonfarm payrolls increasing by 64,000, following an estimated loss of...
12/18/2025

U.S. job growth remained subdued in November, with nonfarm payrolls increasing by 64,000, following an estimated loss of 105,000 jobs in October tied largely to the federal government shutdown. While November’s gain exceeded economists’ expectations of roughly 40,000 jobs, overall employment has shown little net change since April.

Federal government employment continued to decline, down 6,000 in November after falling 162,000 in October, while gains were concentrated in health care and construction. Revisions also lowered prior job estimates for August and September.

The unemployment rate held at 4.6% in November, a four-year high, with 7.8 million people unemployed, up from 7.1 million a year earlier.

Data quality remains a key concern following the 43-day government shutdown, which disrupted October data collection.

Sources:
https://www.bls.gov/news.release/pdf/empsit.pdf
https://www.theguardian.com/business/2025/dec/16/jobs-report-october-november

Business owners pour everything into operations but too-often neglect insurance, estate planning, and investments.We cre...
12/15/2025

Business owners pour everything into operations but too-often neglect insurance, estate planning, and investments.

We create financial plans that cover both your company and your personal life. 🧩🏠

👉 Let’s build your complete plan - schedule a consultation today.

-Michael McSweeney
Financial Advisor
📲 201.843.7700
📩 [email protected]
💻 www.ascendwealthpartners.com

Schedule: [email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]

"

Too many owners assume their business will cover retirement.We help convert business success into personal wealth - so y...
12/11/2025

Too many owners assume their business will cover retirement.

We help convert business success into personal wealth - so you can retire on your terms. 🛑💡

👉 Let’s create a retirement strategy that works for you.

-Michael McSweeney
Financial Advisor
📲 201.843.7700
📩 [email protected]
💻 www.ascendwealthpartners.com

Schedule 👉 [email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]

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