News - Page 2 of 15 - Sovereign Financial

Market Update: Volatility

Written by OneAscent on April 28, 2022. Posted in Investment Updates, Monthly Investment Updates.

Equity markets are once again in correction territory (defined a decline of 10% or more) with some parts of the market, such as technology stocks, officially in a bear market (a decline of 20% or more).

Weekly Investment Update April 25, 2022

Written by OneAscent on April 25, 2022. Posted in Investment Updates, Weekly Investment Updates.

Both equity and fixed income markets continued their downward slide last week. The war in Ukraine continues to drag on, Covid-19 lockdowns in China persist, and Federal Reserve President Powell indicated that a 50-bps interest rate increase is “on the table” at the next meeting.

Weekly Investment Update April 18, 2022

Written by OneAscent on April 18, 2022. Posted in Investment Updates, Weekly Investment Updates.

Last week the equity markets retreated, in general, during the holiday-shortened week. Inflation, the conflict in Ukraine, and the resurgence of Covid-19 all remain issues that are weighing on investors.

Weekly Investment Update April 11, 2022

Written by OneAscent on April 11, 2022. Posted in Investment Updates, Weekly Investment Updates.

After rallying in March, equity markets retreated last week. Investors expressed concern over the Federal Reserve (Fed) meeting minutes released on Wednesday, which communicated plans to reduce their balance sheet (alongside raising interest rates throughout the year).

Monthly Investment Update: April 2022

Written by OneAscent on April 6, 2022. Posted in Investment Updates, Monthly Investment Updates.

Since our last monthly update, it’s fair to state that the Russia / Ukraine war and resulting energy and commodity price increases have clouded the outlook for US and global economic growth.

Why You Need a Financial Advisor: Tax Planning Benefits

Written by Will Hines on April 6, 2022. Posted in Financial Planning, Retirement Planning, Tax & Estate Planning.

This series will go over the benefits of working with a financial advisor and prepare you for your first meeting so you know what to expect. One of the most important benefits of financial planning services is working with a tax specialist, which is why we started with this topic.

Weekly Investment Update March 28, 2022

Written by OneAscent on March 28, 2022. Posted in Investment Updates, Weekly Investment Updates.

Risk assets, in general, advanced last week, building upon a big bounce upward the week prior. The S&P 500, a proxy for US large-cap stocks, gained 1.8 percent for the week and the MSCI ACWI, a proxy for global large-cap stocks, advanced 1.2 percent.

How to Leave an Inheritance

Written by Will Hines on March 26, 2022. Posted in Financial Planning, Legacy Coaching, Tax & Estate Planning.

At OneAscent, we offer more than estate planning. Our Legacy Coaching program helps individuals and families focus on the kind of impact they want to leave behind both personally and financially. This guide will help you understand the inheritance planning process as a whole and ensure you are happy with how your money is used for generations to come.

Weekly Investment Update March 21, 2022

Written by OneAscent on March 21, 2022. Posted in Investment Updates, Weekly Investment Updates.

In a week full of headlines, investors found more positive news than negative and equity markets responded by rallying across the board last week.

The Unintended Consequences of Neglecting Your Investments

Written by Will Hines on March 14, 2022. Posted in Financial Planning, Investment Management.

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?