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.
A donor-advised fund works as a separate account for the main purpose of supporting charitable organizations that matter to you.
Throughout life, we are constantly moving from one season to the next. Click to learn more about the “sandwich generation” and how it may affect you.
Here’s a quick checklist that will help you and your spouse outline a legacy plan that will protect your assets, care for each other in the event of incapacitation, and give you both some peace of mind.
Here are 3 easy ways that parents can teach their kids about money.
We’re always on an endless pursuit of having “more”. Simply put, we lack contentment.
How do we mark time? The turning of the calendar represents a benchmark we utilize to gauge success or failure as it pertains to goals. So, what about new goals?
Generosity is a foundational element of our business model. OneAscent supports 7 Strategic Ministry Partners locally and around the world.
Brent Whiddon, Senior Lead Advisor for OneAscent Wealth, has served clients in the financial services industry for over 25 years. With 9 children and 5 grandchildren, building an intentional legacy is something close to his heart. Hear from Brent as he shares what...
OneAscent is honored to be named one of the Birmingham Business Journal’s top 30 fastest growing companies, joining an exclusive list of corporations that have exhibited strong growth over the past three years.