In May of 2022, inflation shocked American investors when it rose to 8.6%, a 40-year high. It’s no surprise that investors are now nervous about where to put their money and how to hedge against inflation for long-term success. We understand this concern and are...
Most of us will accrue debt at some point in our lives. Perhaps we needed to put car repairs on a credit card when we were young and couldn't afford it. Or, we needed a personal loan to get our small business off the ground, which now provides for our entire family....
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.
You may ask yourself, “Why should I work with a financial advisor when I have the time and capital to invest myself?” While going the solo route may seem like a good idea, there are many risks you can avoid and intrinsic benefits you can receive when working with a professional.
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.”
It’s never too early (or too late) to start thinking about college savings for your children. As tuition rates continue to rise and the job market becomes fiercely competitive even for college graduates, planning for this aspect of your child’s future is essential for your overall financial planning strategy.
Some may say that investing is morally neutral ground – that the actions of businesses we invest in are not directly our responsibility, especially if we are far removed from the decision-making processes at play. However, the Bible teaches us a different lesson that we should pay close attention to if we want to serve the Kingdom of Heaven.
We recently held our Quarterly Market Update Webinar. Watch the replay to receive market updates and predictions as well as hear from a member of the OneAscent Investment Committee on current portfolio positioning and performance.
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!
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?