Stock Bond Correlation: A Historical Retrospective

Transcend Capital Advisors prepared this material solely for informational and educational purposes only. It should not constitute a recommendation for any security or investment strategy. No investment strategy can guarantee a profit or protection against losses. Investment decisions should be based on an individual’s investment objectives, risk tolerance, liquidity needs, and financial situation. This information […]

Transcend Capital Advisors Expands NIL Roster with #1 Ranked Junior Yana Wilson

“Name Image Likeness” deal is Transcend’s third amateur partnership and first female ambassador Photo: Dave Cannon/Getty Images MADISON, New Jersey (Oct. 25, 2023)—Transcend Capital Advisors today announced a name, image, and likeness (NIL) partnership with 17-year-old amateur golfer Yana Wilson, currently the #1 ranked junior in the world per the Rolex AJGA Girls Rankings. A […]

Transcend Named to Forbes’ 2023 “America’s Top RIA Firms” List

October 19, 2023 – For the second consecutive year, Transcend Capital Advisors has been named by Forbes as one of the top RIA firms in America. After ranking #31 in the inaugural ranking announced in 2022, Transcend maintained its position in the top 50 RIA firms in the country with a ranking of #42 in […]

Transcend Capital Advisors Opens Office in Naples, Florida

Naples, Florida — Transcend Capital Advisors today announced the firm is expanding to Naples, Florida, with an office located at 821 5th Avenue South. Transcend is a leading independent registered investment advisor (RIA) that provides a comprehensive suite of wealth management services. Transcend was founded in 2019 on the premise that individuals and families deserved […]

Transcend Named by Forbes as One of America’s Top RIA Firms

November 9, 2022 – Transcend Capital Advisors has been named to Forbes’ 2022 inaugural list of America’s Top RIA Firms.  The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, […]