In an August 6th article from the Wall Street Journal ($ subscription required for full access), they list 6 concepts that financial professionals say are the most important to know in order to be financially literate. The article goes into more detail, but take a look at these terms to see where you stand.
Charitable giving is one of the greatest pleasures we can experience as we reach financial stability. While many people believe that it isn’t as satisfying as buying a new luxury item, little can compare to changing someone’s life through selfless generosity. When we are younger, we often volunteer to feel this sense of unity (when we don’t have the means to contribute financially). However, as we reach a more secure stage in life, our financial contributions can help us still feel connected to our communities.
Many of our clients at OneAscent come to us with a dilemma: they’re not sure whether they’re in the right position to start investing. Many are trying to decide how much money to put in low-risk and easy-to-access savings accounts compared to long-term investments to help prepare for the future. As trusted financial advisors, we try to help people individually balance investing and saving.
What do Faith Driven Investors need to know about public equities? How can our faith inform the way we invest in large companies?
At best, investing messages are confusing. At worst, and perhaps most often, investing messages produce and provoke fear and cynicism. What is the antidote?
It’s easy to forget that “the love of money,” not money itself, is the root of all evil when there are so many differing opinions on wealth, debt, budgeting, spending, and money management. Most Christians desire to steward their money well, but it can be challenging to translate this into practical and biblical actions. How can you develop a personal theology about money that balances practical saving and investing with what the Bible says?
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.