Author: Andrew Davidson

Aquinas Wealth Advisors recently was featured in Barron’s to discuss ‘Here Are DIY Investors’ Biggest Mistakes.’ This piece exploits many common mistakes of do-it-yourself (DIY) investing that financial advisors often encounter. President and CEO, Chris McMahon shared with Steve Garmhausen that, “DIY investors tend to get super concentrated in one area. This puts your risk metrics out of whack and would not pass professional scrutiny.” He also mentions, “lots of people say, ‘Oh, microchips are going to be in everything.’ So they’ll go out and buy five different chip manufacturers and say they’re diversified. The problem with that is that companies in a sector, and particularly in the tech sector, have a tendency to move as a pack.” To read the full article, please visit: https://bit.ly/3LeNpp9

Director of Finance and Administration, Mary Ann McCallister was profiled in Barron’s Advisor Women’s Edition. Her new role at Aquinas Wealth was recognized under the “Advisors on the Move” section. View newsletter

Aquinas Wealth Advisors recently was featured in Barron’s discussing ‘How Faith-based Funds Are Evolving to Address Climate Change.’ This article touches on the fact that the Vatican’s publication of its investment guidelines, Mensuram Bonam, in November 2022, was an important turning point for faith-based investors. President and CEO, Chris McMahon shared with the publication that, “Most [faith-based fund companies] are trying to screen out things like [companies involved with] abortion and pornography. It’s an enormous lift for these firms to pivot and then add this kind of environmental stuff.” the direct-indexing trend “really exciting” for faith-based investors. Returning to the analogy of a garden, having a portfolio perfectly matched to one’s values at a lower cost is an efficient way for investors to both “work it and keep it,” as the Bible suggests. To read the full article, please visit: https://bit.ly/40RyesK