Investment Management

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,...

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...