It’s estimated that only 17% of Americans work with a financial advisor to manage their affairs. Unfortunately, this percentage is meager when considering the many benefits a financial advisor can provide regardless of an individual’s financial circumstances. If...
An estate plan is arguably one of the most critical aspects of your overall financial strategy. An estate plan is not just about creating a will and trust – it’s about ensuring that your financial legacy lives on to care for family members, contribute to charities,...
Key Events: A blockbuster IPO, a Fed warning Technology investment activity ramped up this week: SpaceX filed its IPO paperwork, targeting a $1.75 Trillion valuation that would rank it among the top ten largest US companiesi. Separately, the US government used...
Everyone leaves a legacy, but not everyone is intentional about the legacy they leave. The memories, values, and wealth you pass on are directly impacted by how you plan for your legacy. Even though most people know that true wealth is about more than finances, we’ve...
“For where your treasure is, there your heart will be also.” These words from Matthew 6:21 are a reminder of the importance of values-aligned Christian financial stewardship. At OneAscent, we believe Biblical budgeting is essential to this stewardship. So let’s...
Four Characteristics of a Good Investment When is an investment a good fit? Almost everyone considers whether an investment aligns with their long-term financial goals. They assess whether the risk is appropriate for their situation. But have you ever thought about...
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...
At Rooted Financial, no two clients are the same. But you might be surprised by how many people looking to work with our advisors have similar backgrounds. For about half our clients, their experience with Rooted is their first time reaching out to someone to handle...
Endless rounds of golf, plenty of time to pursue your favorite hobby, evening walks on the beach, vacations to dream destinations—when we think of retirement, we often picture a life stage of leisure and happiness. There’s certainly nothing wrong with well-deserved...
