info@oneascent.com(205) 313-9142LOG INFor Advisors
  • Values Aligned Investing
  • Services
    • Individual Investors
    • Companies and Institutions
  • Insights
  • About
    • About OneAscent
    • Working With OneAscent
  • Locations
  • Let’s talk

info@oneascent.com(205) 313-9142LOG INFor Advisors

  • Values Aligned Investing
  • Services
    • Individual Investors
    • Companies and Institutions
  • Insights
  • About
    • About OneAscent
    • Working With OneAscent
  • Locations
  • Let’s talk

Insights

View All Insights


Blog

Learn about everything from tax strategy to college planning from our experts.


In The News

Get updated with the latest news from OneAscent.


Market Updates

Read our weekly, monthly, and annual market updates.


Webinars

Watch our webinars to gain more insight into investing and finance.
Weekly Investment Update: December 27, 2022

Weekly Investment Update: December 27, 2022

Dec 27, 2022 | Investment Updates, Weekly Investment Updates

Key Events: Volatile data and weather roughed up the Christmas holiday.

read more
What Do I Need to Know Before I Retire?

What Do I Need to Know Before I Retire?

Dec 21, 2022 | Financial Planning, Retirement Planning, Tax & Estate Planning

While varying in difficulty and urgency, each item on this retirement planning checklist is an essential part of preparing for the long-awaited “golden years.”

read more
Weekly Investment Update: December 19, 2022

Weekly Investment Update: December 19, 2022

Dec 19, 2022 | Investment Updates, Weekly Investment Updates

Key Events: Investors fear the threat of recession – unless you happen to be Mariah Carey.

read more
Tax Reduction & Planning Strategies to Potentially Maximize Savings and Generous Giving

Tax Reduction & Planning Strategies to Potentially Maximize Savings and Generous Giving

Dec 19, 2022 | Financial Planning, Tax & Estate Planning, Tax Strategy

OneAscent now offers tax return preparation services! As we prepare to close out another year, here are several tax reduction strategies to consider.

read more
Monthly Update – November 2022

Monthly Update – November 2022

Dec 12, 2022 | Investment Updates, Monthly Investment Updates

The market touched a new low in October and produced a strong rally for the rest of the month, and this positive performance continued throughout November.

read more
Weekly Investment Update: December 12, 2022

Weekly Investment Update: December 12, 2022

Dec 12, 2022 | Investment Updates, Weekly Investment Updates

Key Events: Inflation and Covid – the unwelcome holiday guests that just won’t leave.

read more
7 Signs It’s Time to Find A Financial Firm That Fits Your Values as an Advisor

7 Signs It’s Time to Find A Financial Firm That Fits Your Values as an Advisor

Dec 11, 2022 | Business Planning, Financial Planning

If you’re on the fence about whether or not it’s time to change financial firms, here are 7 signs you should consider changing positions.

read more
Biblical Principles of Investing

Biblical Principles of Investing

Dec 6, 2022 | Financial Planning, Investment Management

What if I told you that God was the very first investor and that we get to carry on his legacy? Profit, through biblical investing, is a tool for the Kingdom.

read more
Weekly Investment Update: December 5, 2022

Weekly Investment Update: December 5, 2022

Dec 5, 2022 | Investment Updates, Weekly Investment Updates

Key Events: The economy maintains strength while inflation moderates. The Fed plans to slow rate hikes.

read more
7 Financial Tips to Close the Year Out Well

7 Financial Tips to Close the Year Out Well

Nov 29, 2022 | Financial Planning, Investment Management, Tax Strategy

2023 is days away, so it’s time to start thinking about ending the year on a financial upswing. Our end-of-year financial checklist can help you get started.

read more
« Older Entries
Next Entries »
Weekly Investment Update: December 27, 2022

Weekly Investment Update: December 27, 2022

Dec 27, 2022 | Investment Updates, Weekly Investment Updates

Key Events: Volatile data and weather roughed up the Christmas holiday.

read more
What Do I Need to Know Before I Retire?

What Do I Need to Know Before I Retire?

Dec 21, 2022 | Financial Planning, Retirement Planning, Tax & Estate Planning

While varying in difficulty and urgency, each item on this retirement planning checklist is an essential part of preparing for the long-awaited “golden years.”

read more
Weekly Investment Update: December 19, 2022

Weekly Investment Update: December 19, 2022

Dec 19, 2022 | Investment Updates, Weekly Investment Updates

Key Events: Investors fear the threat of recession – unless you happen to be Mariah Carey.

read more
Tax Reduction & Planning Strategies to Potentially Maximize Savings and Generous Giving

Tax Reduction & Planning Strategies to Potentially Maximize Savings and Generous Giving

Dec 19, 2022 | Financial Planning, Tax & Estate Planning, Tax Strategy

OneAscent now offers tax return preparation services! As we prepare to close out another year, here are several tax reduction strategies to consider.

read more
Monthly Update – November 2022

Monthly Update – November 2022

Dec 12, 2022 | Investment Updates, Monthly Investment Updates

The market touched a new low in October and produced a strong rally for the rest of the month, and this positive performance continued throughout November.

read more
Weekly Investment Update: December 12, 2022

Weekly Investment Update: December 12, 2022

Dec 12, 2022 | Investment Updates, Weekly Investment Updates

Key Events: Inflation and Covid – the unwelcome holiday guests that just won’t leave.

read more
7 Signs It’s Time to Find A Financial Firm That Fits Your Values as an Advisor

7 Signs It’s Time to Find A Financial Firm That Fits Your Values as an Advisor

Dec 11, 2022 | Business Planning, Financial Planning

If you’re on the fence about whether or not it’s time to change financial firms, here are 7 signs you should consider changing positions.

read more
Biblical Principles of Investing

Biblical Principles of Investing

Dec 6, 2022 | Financial Planning, Investment Management

What if I told you that God was the very first investor and that we get to carry on his legacy? Profit, through biblical investing, is a tool for the Kingdom.

read more
Weekly Investment Update: December 5, 2022

Weekly Investment Update: December 5, 2022

Dec 5, 2022 | Investment Updates, Weekly Investment Updates

Key Events: The economy maintains strength while inflation moderates. The Fed plans to slow rate hikes.

read more
7 Financial Tips to Close the Year Out Well

7 Financial Tips to Close the Year Out Well

Nov 29, 2022 | Financial Planning, Investment Management, Tax Strategy

2023 is days away, so it’s time to start thinking about ending the year on a financial upswing. Our end-of-year financial checklist can help you get started.

read more
« Older Entries
Next Entries »

About

Home

Values Aligned Investing

Company

Contact Us

Individual Investors

Financial Planning

Individual Investment Management

Retirement Planning

Legacy Coaching

Tax and Estate Planning

Institutional Investors

Retirement Plan Design & Implementation

Benefits Consulting

Investment Management

Institutional Consulting

OneAscent

23 Inverness Center Parkway
Birmingham, AL 35242

(205) 313-9142
info@oneascent.com
  • Follow
  • Follow
Get Important Market News & Updates
Copyright © OneAscent

Legal Disclosure

OneAscent Wealth Management Form CRS
OneAscent Wealth Management Form ADV Part 2A

OneAscent Investment Solutions Form ADV Part 2A

OneAscent Capital LLC Form ADV Part 2A

OneAscent Financial Services Form CRS
OneAscent Financial Services Form ADV Part 2A
12