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OneAscent Market Update: Q3 2022

OneAscent Market Update: Q3 2022

We recently held our Quarterly Market Update Webinar. Watch the first video to hear from a member of the OneAscent Investment Committee on current portfolio positioning and performance. Watch the second video to receive market updates and commentary from featured speaker, Dolores Bamford, Co-Chief Investment Officer and Senior Portfolio Manager at Eventide.

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Investing in the Dark Corner of the Market

Investing in the Dark Corner of the Market

Most people have a black and white view of the market. They make choices based on very broad ideas of “good investments” and “bad investments.” This perspective might be enough for some investors, but we believe there is one area of the market that is far too often overlooked. We sometimes refer to this as the “dark corner of the market.”

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How to Find Unity in Differing Financial Personalities within Marriage

How to Find Unity in Differing Financial Personalities within Marriage

Do you find yourself having frequent conversations surrounding finances with your spouse? What about none at all? Finances are a common point of contention in many marriages. It’s not something to be ashamed of, but it doesn’t have to be something you live with either. We believe it’s important for client couples to be on the same page regarding their finances. Here is why this matters and what we do to encourage unity! 

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The Unintended Consequences of Neglecting Your Investments

The Unintended Consequences of Neglecting Your Investments

You don’t have to be a financial expert to be an expert in your finances. However, many people cannot name the companies in their mutual fund. Neglecting your investments can lead to many unintended consequences. Investing with intentionality can lead to many unexpected benefits. What is the difference between these investment strategies, and where do you fall?

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Past performance may not be representative of future results.  All investments are subject to loss.  Forecasts regarding the market or economy are subject to a wide range of possible outcomes.  The views presented in this market update may prove to be inaccurate for a variety of factors.  These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data.  Please contact your Financial Advisor in order to complete an updated risk assessment to ensure that your investment allocation is appropriate.