How to Align Your Investments With Your Values: Celebrating the Launch of OneAscent Wealth!

OneAscent recently announced the launch of OneAscent Wealth Management, a financial planning firm serving clients who want to ensure that their investments align with their values. With a comprehensive suite of proprietary tools, OneAscent Wealth Management helps individuals and institutions explore their values and align their planning, investment, and stewardship decisions with what they value most.

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The Road Ahead Revisited

Nearly five months ago, in mid-March, we shared our views on navigating the investment implications of the COVID-19 pandemic in a piece titled The Road Ahead. At the time, New York City was becoming the global virus epicenter and its health system was struggling to cope.

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Monthly Investment Update: August 2020

Risk assets rose sharply in July as investors digested US economic and corporate earnings data for the second quarter 2020 and tracked the progress of a potential new stimulus bill from Washington. The S&P 500 returned 5.6% during the month, led by the consumer discretionary sector, which is now significantly composed of e-commerce companies like Amazon, which returned 9.0% during the month.

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