You don’t have to be a financial expert to be an expert in your finances. However, many people cannot name the companies in their mutual fund. Neglecting your investments can lead to many unintended consequences. Investing with intentionality can lead to many unexpected benefits.
What is the difference between these investment strategies, and where do you fall?
Today’s investors have more options than ever in who they work with and how they invest. Because of the worldwide connections, investors can find advisors who truly understand their priorities and connect on a personal level. One of the greatest advantages modern investors have is the option to choose a sustainable investment strategy.
For any Christian investor, Scriptural beliefs drive everyday decisions, both big and small. How you conduct yourself, shop, raise your children, and structure your business are all modeled after Biblical teachings. The Bible offers instructions for just about every aspect of your life, including the way you invest. But the most important truths are hidden where you might not suspect.
Working with a financial advisor may seem like something that only wealthy investors do. However, according to the National Financial Education Council, this common misconception costs the average American $1,200 annually in unnecessary spending or savings loss.
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.
For those who have children, the urge to protect and provide for them never ends. Even as they grow into adults and start building their own lives, we still want to ensure they never go without the things they want and need in life. However, when it comes to estate planning, is it wise to give your children everything you own as an inheritance?
after many months of COVID-19 related uncertainty, we are still navigating tricky economic times. Therefore, there has never been a more critical time to save as much as you can on your taxes this year to recover from the past couple of years and move forward into a more prosperous time.
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.