OneAscent Wealth

Mark your calendars for our Quarterly Market Update Webinar coming up on Tuesday, July 16, at 10 AM CST! Get timely market commentary and an outlook on portfolio positioning and performance by registering here: https://bit.ly/3W0uQvM

Will 2024 Be The Year Of The DAF? More than $229 billion sits in donor advised funds. A number of interesting startups are working to stimulate donations to DAFs and the release of more grants.

Today, we celebrate Juneteenth by remembering and honoring all those who fought for freedom.

Please note that our office is closed today in observance.

We're thrilled to share that recently we announced our partnership with Charityvest, offering our advisors a private labeled donor-advised fund and philanthropy program with Charityvest!

Our advisors can access to a plethora of curated giving opportunities, invaluable advice from charitable experts, and a wealth of educational resources.

With OneGive, clients can:

🔹 Branded DAF Program: Offering our clients a branded DAF program with custom investments tailored to their unique financial goals.

🔹 Collaborative Philanthropy: Engaging clients in collaborative philanthropic endeavors, from family giving funds to expert-sourced cause funds.

🔹 Access to Expertise: Tapping into the vast network of philanthropy, complex gift, and charitable planning advisors within Charityvest.

🔹 Streamlined Administration: Avoid the hassle of back-office DAF administration.

Thank you to everyone who's been a part of this incredible journey so far!

Work on your estate plan today with the wisdom of seasoned, faith-based advisors. Estate planning is one of the more challenging financial topics easily avoidable at family gatherings. That’s where a financial advisor comes in. Read our blog to learn why a financial advisor should be the guide to help you with your estate planning:

https://oneascentwealth.com/why-you-need-a-financial-advisor-estate-planning/

Happy Father’s Day from OneAscent to all the dads, father figures, and mentors out there! Your guidance and support make a lasting impact. 🙌👔

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our country. Their courage and dedication will never be forgotten. As we enjoy this day with loved ones, let's also take a moment to reflect on the freedoms we have and the sacrifices made to protect them.

Protecting your future means having the right disability coverage at every stage of life. This insightful article from Disability Can Happen highlights why this coverage is essential, whether you're just starting your career, growing a family, or planning for retirement. Don't wait until it's too late—ensure your financial security with the right disability insurance.

https://bit.ly/3KfL0L0

For Every Stage of Life, The Right Disability Coverage Matters - Council for Disability Awareness Blog Alexandra Ginieres, Chief Marketing Officer, MGIS   The ability to earn an income is what funds your life, and it is the foundation of your financial well-being. Disability income insurance protects your paycheck by replacing a portion of your income if you become too sick or injured to work. The r...

Tax season is officially behind us, but what should you do with all those documents now? 📑

Our latest blog breaks it down for you—what to save for how long, and what you can safely throw away. From tax returns to financial statements, receipts, and more, we've got you covered on post-tax season document management.

Stay organized, stay compliant, and stay stress-free with our expert tips! Check out the full blog for all the details.



https://bit.ly/4dQOx00

This month we celebrate Linda West and Tom Powell as they commemorate three fantastic years of dedication and excellence at OneAscent Wealth!

Their unwavering commitment, teamwork, and expertise have been invaluable assets to our team!

Congratulations again Linda and Tom!

This week on the FaithFi: Faith & Finance podcast Rob West hosts Cole Pearson, President of OneAscent Investment Solutions, to share 5 mistakes of the wealthy.

We tend to think that wealthy individuals always make the right financial decisions, but is that always the case? The truth is, folks with a high net worth can sometimes make financial mistakes just as easily as the rest of us, and perhaps with even worse consequences.

As Christians, we believe in stewarding our resources to make an eternal impact. Join us as we explore how to align your financial decisions with your values and teach the next generation to do the same. Let's inspire meaningful stewardship together!

Top 5 Mistakes of the Wealthy With Cole Pearson | Faith & Finance We tend to think that wealthy individuals always make the right financial decisions, but is that always the case? The truth is that people with a high net worth can sometimes make financial mistakes just as easily as the rest of us and perhaps with even worse consequences. Cole Pearson shares five o...

Happy Mother’s Day from OneAscent!

“Love is patient and kind; love does not envy or boast; it is not arrogant or rude. It does not insist on its own way, it is not irritable or resentful, it does not rejoice at wrongdoing, but rejoices with the truth. Love bears all things, believes all things, hopes all things, endures all things.” – 1 Corinthians 13:4-7

Did you know? Nearly 50% of adults say that if disabled, they couldn't cover an unexpected $400 bill without taking out a loan or selling personal property. Let's raise awareness this Disability Insurance Awareness Month about the importance of having financial protection in place. Disability insurance can provide peace of mind and financial stability when you need it most.

If retirement is on the horizon within 10 years, take a moment to review and address any necessary items. Your future self will thank you! 🛫💼

Your Retirement Planning Checklist While your retirement may not be a matter of life or death, be as prepared as possible for post-paycheck living.

Thank you to those who were able to join us for our Quarterly Market Update webinar. If you were unable to join, click the link below to watch the replay and receive timely market commentary.

https://bit.ly/44ekVFk

Join us today at 10am CT to hear Pearson and Willis discuss portfolio positioning and timely market commentary. Register here:

https://us06web.zoom.us/webinar/register/4017092183090/WN_ICnCYsKwSU2gHfflcLoksA

Don't forget: Today is the deadline to submit 2023 tax returns or request an extension to file and pay taxes owed.

We are excited for our Quarterly Market Update Webinar next week, Tuesday, April 16th. Click the link below to register today to get timely market commentary and an outlook on portfolio positioning and performance.

https://us06web.zoom.us/webinar/register/4017092183090/WN_ICnCYsKwSU2gHfflcLoksA

Mark your calendars for our Quarterly Market Update Webinar coming up on Tuesday, April 16, at 10 AM CST! Get timely market commentary and an outlook on portfolio positioning and performance by registering here:

https://bit.ly/3PQDoBI

"He is not here; He has risen!" Luke 24:6-7

We wish you a joyous Easter!

The life, death, and resurrection of Jesus is the cornerstone of our Christian faith, the ultimate investment. Today we remember and honor his act of sacrifice and love.

💡Tax Strategy Tip: You could qualify for a home office deduction!

If you’re a small business owner or entrepreneur, you could save money on your taxes if you use your home as a primary office space. Check to see if you meet all of the IRS’ requirements today!

https://oneascentwealth.com/contact-us/

Spring is in the air, and it's time to spring forward! Don't forget to set your clocks ahead and embrace those longer, brighter days. ⏰☀️

We’re thrilled to announce that Martin Smith has joined the OneAscent Wealth team as a Client Relationship Manager!

With more than ten years of experience in the financial services industry, Martin brings a wealth of knowledge and expertise to support clients and aid advisors.

To learn more about Martin, please click below as she is featured as a Person on the Move in the Birmingham Business Journal.

Welcome to the team, Martin!

Martin Smith | People on The Move - Birmingham Business Journal Martin Smith Hired at OneAscent Wealth

We are pleased to announce Chad Harrison has earned a well-deserved promotion to Lead Advisor at OneAscent Wealth.

To learn more about Chad and his promotion, he has been featured as a Birmingham Business Journal Person on the Move.

Congratulations, Chad!

Chad Harrison | People on The Move - Birmingham Business Journal Chad Harrison Promoted to Lead Advisor at OneAscent Wealth

Please join us in congratulating David Hinshaw on his promotion to Lead Advisor at OneAscent Wealth.

David was also featured as a Person on the Move by Birmingham Business Journal.

Congratulations, David!

David Hinshaw | People on The Move - Birmingham Business Journal David Hinshaw Promoted to Lead Advisor at OneAscent Wealth

Our team wishes to acknowledge Dean Niewolny, commemorating one year at OneAscent this month. Dean continues to serve our team and clients well!

We deeply appreciate your dedication, Dean!

In observance of Presidents' Day, OneAscent will be closed today. We take this opportunity to honor and pray for our nation's leaders.

The start of a new year is a great time to reset and check in on your financial goals and plans. At OneAscent, we can help you align your goals with your life and values. Talk to one of our experienced advisors today:

https://oneascentwealth.com/contact-us/

Join us today at 10am CT to hear our team discuss portfolio positioning and timely market commentary. Register here:

https://bit.ly/3RGiMwe