Investment Management Archives - Sovereign Financial

Life Insurance Strategies for Small Business Owners

Written by Will Hines on November 22, 2021. Posted in Financial Planning, Investment Management, Uncategorized.

Is life insurance a key part of your business strategy? Planning for the future helps you identify your goals and take the steps to reach them, and life insurance plays a role in ensuring your business is prepared to continue in the wake of the unexpected.

Investment Peaks

Written by Will Hines on October 25, 2021. Posted in Financial Planning, Investment Management, OneAscent.

At Sovereign Financial, we believe in a long-term approach to investing. Whether you are new to the market and planning for a family trip, or you are toward the end of your career and considering retirement, we believe your dollars should be put to work toward your future.

OneAscent Market Update: Q4 2021

Written by OneAscent on October 25, 2021. Posted in Investment Management, Video Webinars.

We recently held our Quarterly Market Update Webinar. Watch the replay to receive market updates and predictions as well as hear from a member of the OneAscent Investment Committee on current portfolio positioning and performance.

What To Do About Market Volatility

Written by Will Hines on October 25, 2021. Posted in Financial Planning, Investment Management.

If you checked your investment balance at the end of the quarter, you may have noticed a pullback in your equity holdings. On September 30, the market dropped 5 percent from its all-time high.

Is Now the Right Time to Buy or Sell Real Estate?

Written by Will Hines on September 28, 2021. Posted in Financial Planning, Investment Management.

Real estate is often the first investment an individual or family makes to contribute toward their financial future.

Why A Savings Account Isn’t Enough: Investments Don’t Have to Be High Risk, No Reward

Written by Will Hines on September 20, 2021. Posted in Financial Planning, Investment Management.

Many of our clients at OneAscent come to us with a dilemma: they’re not sure whether they’re in the right position to start investing. Many are trying to decide how much money to put in low-risk and easy-to-access savings accounts compared to long-term investments to help prepare for the future. As trusted financial advisors, we try to help people individually balance investing and saving.

Should I be Worried About Inflation?

Written by Will Hines on July 2, 2021. Posted in Financial Planning, Investment Management, OneAscent, Uncategorized.

If you’ve glanced at the TV in the breakroom or perused the newspaper on a coffee table in the past month, you’ve likely seen the one word the entire financial world is debating right now—inflation. Inflation is typically one of those words you’d prefer to not see in the news. Like ‘taxes’ or ‘budget,’ inflation is necessary, but if it’s making headlines, there’s an inherent concern that your wallet will be impacted.

What Makes a Good Investment? Building a Values-Aligned Portfolio

Written by Will Hines on June 4, 2021. Posted in Financial Planning, Investment Management.

What makes a good investment? Making a profit on a particular stock? Good. Getting rid of an investment that was projected to double in the next five years? Not good.

Bitcoin, Blockchain, and Values-Based Investing

Written by Will Hines on May 26, 2021. Posted in Financial Planning, Investment Management, Investment Updates.

Since its inception, Sovereign Financial has encouraged clients to align their investments with their values because investment is an act of ownership. We believe it is wise to own companies that fill a need in society, produce a sustainable profit, generate a positive return, and bless humanity and the world through their products and processes.

OneAscent Market Update: Q2 2021

Written by OneAscent on April 21, 2021. Posted in Investment Management, Video Webinars.

We recently held our Quarterly Market Update Webinar with Dr. Finny Kuruvilla, MD, PhD, of Eventide. Watch the replay to hear from a member of our Investment Committee on current portfolio positioning and performance and to see a Manager Spotlight from the OneAscent Investment Solutions.