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!

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Weekly Investment Update November 29, 2021

The Friday following Thanksgiving, typically a quiet day in equity markets, was anything but quiet this year as news of a significantly mutated COVID-19 variant discovered in South Africa led to a “sell first ask questions later” trading day. The S&P 500 index declined 2.3%, but many “reopening” stocks like airlines and cruise lines declined 10% or more.

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Weekly Investment Update November 22, 2021

Electric vehicles, also referred to as “EVs”, are getting renewed interest from both consumers and investors after Rivian stock skyrocketed after going public with the sixth largest initial public offering in US history. The EV market, which has been dominated by Tesla for the past decade, is getting more crowded by the day as newer companies such as Rivian, Lucid, Lordstown, and Nikola join larger established automotive companies like Ford, General Motors, and Toyota in launching new options.

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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!

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