Category: News

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

Aquinas Wealth Advisors was recently featured in a cover story “New Advisors Spring Up To Help Catholics Bridge Faith And Finance” on Gravity Exists. The article looks at Catholic faith-based investing and the trend towards more and more investors of faith looking to align their investments with their values. President and CEO, Chris McMahon spoke at length with the publication about how advisors are helping Catholics bridge faith and finance. McMahon shared some of the thought process of investing with Aquinas and how while aspects may seem related to origins of ESG, faith-based investing counters ESG in a sense to take into account issues of faith as it can be highly contrary to Catholic values. To read the full article, please visit: https://bit.ly/40SLwVq

Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in Financial Advisors Magazine’s to discuss as banking fears grow, advisors keep saying ‘don’t panic’. McMahon shared that in a sense, it’s a case of a few bad apples, “the recent bank failures are not an accurate representation of the financial sector.” To read the full article, please visit: https://bit.ly/3Lti43W

Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in MSN discussing 9 signs your retirement is on track. McMahon touches on the importance of retirement account statements, “often these statements will provide additional advice such as performance relative to the market or risk level compared to most folks your age,” he explains. “In short, these quarterly reminders can have a tremendous positive impact on where you may land in retirement. In the hunt for a safe and comfortable retirement your plan statement is gold.” To read the full article, please visit: https://bit.ly/3ZnWT75

Aquinas Wealth Advisors President and CEO, Chris McMahon, recently appeared on Nasdaq TradeTalks to discuss how values-based investing is commonly confused with ESG based investing. He shares, ESG and value-based investing are both born in the same place. They’re born out of compassion, out of help with downtrodden, out of leveling the playing field in some way. What’s happened along the way is ESG has been embraced on a much larger scale, and for people of faith unfortunately it has taken a very dark turn,” says McMahon. “People of faith have driven to reevaluate ‘where I am, take a step back and really moving forward, really better understand that every dollar I invest has an impact, not only on me as an investor but on society as a whole.’” To watch the full interview, please visit the link below or click the thumbnail image: https://www.nasdaq.com/videos/values-based-investing-is-commonly-confused-with-esg-based-investing

Greg Dukes, recently was featured in Financial Advisors Magazine’s where he was interviewed by their editor in a Q&A to discuss bridging personal values and public accountability in investments. Dukes shared that “I don’t think that this is just a trend; I think that this reflects a true desire among investors to align their faith and finances in the long term and disengage from divisive policies or divisive discourse.” To read the full article, please visit: https://bit.ly/3xENrR5

Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in Barron’s Big Q column for financial advisors discussing ‘Here’s How We Can Use ChatGPT’ looking at the way that advisors may begin to start incorporating the technology into their work with clients. Read the full piece here: https://bit.ly/3jN5AZL

Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in U.S. News & World Report to discuss why tax refunds may be smaller in 2023. On its own, losing this tax deduction may not seem like a large loss, but McMahon says it all adds up. “If you’re a mid-income person, these tax changes can be big a deal,” McMahon says. “The mantra has been there are going to be no tax increases on people making less than $400,000.” To read the full article, please visit: https://bit.ly/3Hf4LjW