News - OneAscent Wealth

Weekly Investment Update May 16, 2022

Written on May 16, 2022. Posted in Investment Updates, Weekly Investment Updates.

Despite a big bounce on Friday, risk assets had another difficult week last week. The latest Consumer Price Index year-over-year increase was released on Wednesday.

Building a Unified Team: With Heather Howell

Written on May 12, 2022. Posted in Financial Planning.

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!

Weekly Investment Update May 9, 2022

Written on May 9, 2022. Posted in Investment Updates, Weekly Investment Updates.

It was another busy, and volatile, week in the markets. The US Federal Reserve (Fed) moved forward with the much anticipated 50-bps interest rate hike on Wednesday and equity markets immediately rallied on the news.

Monthly Investment Update: May 2022

Written on May 6, 2022. Posted in Investment Updates, Monthly Investment Updates.

April was an abysmal month for most risk assets, with the S&P 500 index (large US companies) declining nearly 9 percent bringing year-to-date losses for the index to almost 13 percent.

Financial Considerations when Starting a Business

Written on May 3, 2022. Posted in Financial Planning, Tax & Estate Planning.

Starting a business is both an exciting venture and a significant ordeal. You’ve finally taken your passions and ideas from “one day” to “soon.” But there’s a lot of preparation ahead. Here are some financial considerations to remember as you are getting ready to introduce your business to the world.

Market Update: Volatility

Written on April 28, 2022. Posted in Investment Updates, Monthly Investment Updates.

Equity markets are once again in correction territory (defined a decline of 10% or more) with some parts of the market, such as technology stocks, officially in a bear market (a decline of 20% or more).

Weekly Investment Update April 25, 2022

Written on April 25, 2022. Posted in Investment Updates, Weekly Investment Updates.

Both equity and fixed income markets continued their downward slide last week. The war in Ukraine continues to drag on, Covid-19 lockdowns in China persist, and Federal Reserve President Powell indicated that a 50-bps interest rate increase is “on the table” at the next meeting.

OneAscent Market Update: Q2 2022

Written on April 22, 2022. Posted in Investment Management, Video Webinars.

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.

Weekly Investment Update April 18, 2022

Written on April 18, 2022. Posted in Investment Updates, Weekly Investment Updates.

Last week the equity markets retreated, in general, during the holiday-shortened week. Inflation, the conflict in Ukraine, and the resurgence of Covid-19 all remain issues that are weighing on investors.

Weekly Investment Update April 11, 2022

Written on April 11, 2022. Posted in Investment Updates, Weekly Investment Updates.

After rallying in March, equity markets retreated last week. Investors expressed concern over the Federal Reserve (Fed) meeting minutes released on Wednesday, which communicated plans to reduce their balance sheet (alongside raising interest rates throughout the year).