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?”

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A Passion For People: An Interview with Ben Craft

While there are many characteristics mirrored in financial firms across the country, having a true passion for the people you serve is a unique gift. Ben Craft has been a financial advisor for OneAscent Wealth since January 2018. He knew that he wanted to be in financial advising long before he ever joined the OneAscent Wealth team, but it was no coincidence that his journey led him here.

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Weekly Investment Update September 20, 2021

Global equity markets declined for the second week in a row, as the S&P 500 (a proxy for large-cap US stocks) lost 0.5% and the MSCI ACWI (a proxy for global stocks) dropped 1.0%. Emerging markets stocks continued to lag developed market peers (the MSCI Emerging Markets index was down 2.2 percent for the week), as concern over the delta variant and increased government regulation in China persists.

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