More Than Just an Advisor: An Interview with Holden Gully

Sometimes the unexpected plans are the ones we were meant for all along. Holden Gully has been a financial advisor for OneAscent Wealth since January of 2021. While his passion for serving clients and creating values-based investing strategies is something that everyone on our team shares, his journey to OneAscent Wealth is a unique one.

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How to Create a Financial Plan

We all have goals in life – things like buying a home, starting a business, retiring early – but sometimes it can feel like money problems are getting in the way. Maybe you aren’t saving as much as you thought. Maybe you’re spending too much in the wrong areas. Creating a financial plan can give you clarity.

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Weekly Investment Update August 30, 2021

Global equity markets advanced last week as Jerome Powell, Federal Reserve Chair, indicated that the Fed may begin tapering its monthly bond purchases in 2021 but that investors should not expect interest rate hikes in the near-term. His comments came after the annual Jackson Hole symposium and investors seemed pleased by the message, as the S&P 500 (a proxy for large-cap US stocks) gained 0.9% on Friday.

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5 Biblical Principles About Money

It’s easy to forget that “the love of money,” not money itself, is the root of all evil when there are so many differing opinions on wealth, debt, budgeting, spending, and money management. Most Christians desire to steward their money well, but it can be challenging to translate this into practical and biblical actions. How can you develop a personal theology about money that balances practical saving and investing with what the Bible says?

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What You Really Need to Know About Social Security: How To Use It for Your Financial Future

In a world where word gets around fast, it can be hard to discern the difference between the truth and what is probably more like the end of a game of “telephone”. Take Social Security for example. Some people say it’s going broke. Some people say you’ll lose all benefits if you continue to work. To help you ask the right questions, we broke down some of the most common questions about Social Security and the decision you will need to make when nearing retirement.

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