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Insights

Eddie Zavala | Mar 9, 2026

What 2025 Taught Us About Staying the Course

Investments
Finance
Risk Management
Retirement

Some years pass quietly. 2025 wasn't one of them.

Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested

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forest trees transitioning through the seasons
Eddie Zavala | Mar 5, 2026

A More Flexible Way to Think About Retirement

Retirement
Finance
Lifestyle
Risk Management

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.

It sounds reasonable. But research

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driver looking forward towards the road with their eyes reflected in the rearview mirror
Eddie Zavala | Mar 5, 2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning
Finance
Retirement
Investments

Many people think about taxes once a year — when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions

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Frost-covered tree branches in a winter landscape, with ice-coated twigs in sharp focus and bare trees blurred in the snowy background
Eddie Zavala | Mar 5, 2026

When the Weather Hits: What Natural Disasters Actually Mean for the Economy (and Your Finances)

Finance
Investments
Risk Management
Insurance

A major storm rolls through. The headlines light up. Power outages. Travel chaos. Damage estimates climbing into the billions.

And somewhere in the back of your

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multiple lines branching from a singular point
Eddie Zavala | Mar 5, 2026

5 Financial Crossroads That Could Reshape Your Future

Finance
Retirement
Family
Tax Planning
Risk Management

You know how life tends to throw in a few plot twists?

They don't ask if you're ready. They just show up—with potential financial consequences tagging along.

A

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A wooden bridge spans a river surrounded by vibrant fall foliage
Ascend Integrated Wealth | Feb 25, 2025

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

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An overhead view of someone walking on a tightrope high above a forest.
Ascend Integrated Wealth | Feb 25, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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Investment advice offered through Private Advisor Group, a registered investment advisor. Ascend Wealth Management and Private Advisor Group are separate entities. Investing in securities involves risk, and there is always the potential of losing money. Past performance does not guarantee future results. Asset allocation, rebalancing, and diversification do not guarantee against risk in broadly declining markets. Private Advisor Group offers investment advice in every state, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Tax advice is provided through Ascend Integrated Tax and is a separate entity from Private Advisor Group. Ascend Integrated Wealth LLC and Private Advisor Group are separate entities. The Investment Advisor Representatives at Ascend Integrated Wealth LLC that are associated with Private Advisor Group do not provide tax or legal advice when acting as an Investment Advisor Representative. Individual tax or legal matters should be discussed with your tax or legal professional.

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