Financial Planning

End of the Year Considerations for Your Finances and Your Family

End of the Year Considerations for Your Finances and Your Family

Many of the financial decisions you make between now and the end of the year can have a significant effect on the taxes you will have to pay in April. Not only are there several tax planning strategies that can help you minimize what you owe next year, but many of these also have charitable giving benefits. Here are some of the most impactful end-of-year considerations for your finances, family, and future!

read more
An Interview With Heath Morris

An Interview With Heath Morris

Heath Morris has been an advisor with OneAscent Wealth for three years, but his passions and motivations led him on a path towards his role here many years ago. We interviewed Heath to learn more about his story and how he came to be an invaluable part of the OneAscent Wealth team!

read more
Why You Need A Financial Advisor

Why You Need A Financial Advisor

For about half our clients, their experience with OneAscent Wealth is their first time reaching out to someone to handle their accounts and investments. Another half of our clients have already worked with a financial advisor and are looking to make a change. This often leads them to one of two questions: “Why do I need a financial advisor?” or “How do I choose the right financial advisor?”

read more
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.