Financial Planning

Building a Unified Team: With Heather Howell

Building a Unified Team: With Heather Howell

Heather Howell, Operations Manager for OneAscent Wealth, plays an invaluable role in meeting the needs of our company and team members so we can serve clients well. Hear from Heather as she shares her work experience and passion for working with a Kingdom-focused team!

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How to Set and Reach Realistic Financial Goals

How to Set and Reach Realistic Financial Goals

There’s a difference between a financial plan and what you’d do if you won the lottery. You don’t want to set financial goals that you can accomplish in a day, but it’s easy to get disappointed in slow results if you set your sights too high. If you are just starting to set financial goals or want to readjust your plan, here are some tips for setting and reaching your goals.

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Past performance may not be representative of future results.  All investments are subject to loss.  Forecasts regarding the market or economy are subject to a wide range of possible outcomes.  The views presented in this market update may prove to be inaccurate for a variety of factors.  These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data.  Please contact your Financial Advisor in order to complete an updated risk assessment to ensure that your investment allocation is appropriate.