OneAscent Market Update: Q1 2022
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.
Inflation: Breaking Down the Consumer Price Index
Rising costs have been a reality for much of 2021, though we anticipate the pace of increases to moderate in 2022 as energy prices and supply chain disruptions stabilize. Household and business spending are also expected to exhibit more historically normal patterns this year as fiscal and monetary stimulus are reduced (an acknowledgement that the economic recovery is well on-track).
Weekly Investment Update: January 10, 2022
A new year is underway, and it started off in a relatively inauspicious way for market participants. First the positive news – the US unemployment rate fell to below four percent in December and employee wages grew, as well.
How Much of My Wealth Should I Leave for My Children & Charity?
For those who have children, the urge to protect and provide for them never ends. Even as they grow into adults and start building their own lives, we still want to ensure they never go without the things they want and need in life. However, when it comes to estate planning, is it wise to give your children everything you own as an inheritance?
When Should You Start Thinking About Your Financial Future?
Financial planning is a pressing demand that most of us feel throughout our lives. However, ensuring you’re meeting the proper milestones for your age can be tricky, especially if you don’t have someone to guide you along the way. So, at what age should you start planning for your financial future?
How to Maintain your Retirement Plan if Finances Change Due to A Job Loss or Change
Whether planned or unplanned, job changes can bring excitement, uncertainty, and hope for the future. If you are considering a change in your career this upcoming year or want to be prepared in case of a future job loss, your retirement plan is an essential factor to consider. How can you maintain your savings for life after retirement when your situation changes?
Monthly Investment Update: January 2022
For many investors, 2021 was a year of robust gains with the S&P 500 index returning nearly 29%, but there was significant dispersion in results across industries and geographies. Areas like emerging markets declined 3% as a category as geopolitical risk in China and pandemic-related challenges continued to weigh on these markets.
5 Key Steps to Choosing a Financial Advisor
Working with a financial advisor may seem like something that only wealthy investors do. However, according to the National Financial Education Council, this common misconception costs the average American $1,200 annually in unnecessary spending or savings loss. People in all financial situations can benefit from professional help, whether they want to start saving for retirement, pay off debts, or simply eliminate unnecessary spending and taxes from their annual budget.
Weekly Investment Update: December 27, 2021
As we approach the beginning of a new year, it is only natural to reflect upon the year that was to remind ourselves how we arrived at this moment.
Weekly Investment Update: December 20, 2021
The past week was filled with both ups and downs for risk assets, as markets struggled to digest news related to the Covid-19 omicron variant, surging inflation, and the latest Federal Reserve (Fed) messaging.