We’re always on an endless pursuit of having “more”. Simply put, we lack contentment.
The Key to Contentment
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Financial Planning
Goals with a Purpose
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?
A Foundation of Generosity: OneAscent’s Strategic Ministry Partners
Generosity is a foundational element of our business model. OneAscent supports 7 Strategic Ministry Partners locally and around the world.
Living a Life of Legacy: with Brent Whiddon
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...
What is a Certified Kingdom Advisor?
If you have a biblical worldview that drives your decision making, including how you manage your money, there is benefit in working with a Certified Kingdom Advisor®.
How an Advisor Can Add Value to Your Financial Plan
In the age of investment apps and do-it-yourself financial solutions, many people question the need for a financial advisor. While we agree that it’s great to be well-informed about your wealth plan, there are often limitations when you’re on your own.
Making an Impact in Big and Small Moments: with Kelly Mooney
Kelly Mooney is one of OneAscent Wealth’s incredible Client Service Associates, and her love and care for others are evident in every interaction she has with our team and clients. Hear from Kelly as she shares her story and how she finds joy in her role!
5 Financial Roadblocks to Avoid
What’s keeping you from reaching your financial goals? Here are five common financial roadblocks and how to avoid them.
Drawing the Best Out of Others: With Tom Powell
Tom Powell is a Senior Lead Advisor for OneAscent Wealth with 32 years of experience helping families plan and build a lasting family legacy with community impact. Hear from Tom as he shares his story and passions and imparts advice to those considering their legacy.
How Life Experiences Can Shape the Way You Think and Feel about Money: Savers vs. Spenders
Most people are either a “saver” or a “spender”. This preference is one indicator of how you think and feel about money. What shapes these views?
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.