Chris McMahon A Recipient of Pittsburgh Smart 50 Awards

Aquinas Wealth Advisors President and CEO, Chris McMahon, was recently recognized as a recipient of Smart Business’s Pittsburgh Smart 50 Awards 2022. Smart Business recognized the top executives of the 50 smartest companies in the Greater Pittsburgh region for their ability to effectively build and lead successful organizations. Congratulations to Chris and all other finalists! Check out the full list here

The Pittsburgh Smart 50 Awards recognize the top executives of the 50 smartest companies in the Greater Pittsburgh region for their ability to effectively build and lead successful organizations.  Eligible Smart 50 nominees must be a top executive of an organization with a physical office in the Greater Pittsburgh region.  Additionally, three organizations will receive specialty awards for Innovation, Impact and Sustainability.

Chris McMahon Featured in Barron’s

Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in Barron’s to discuss crypto’s terrible, horrible, no good, very bad year. McMahon shares that “A lot of companies fell away after the dot-com bubble burst. But it turned out there was underlying value there. For most people, ETFs are the way to go for crypto exposure; the coins themselves are too expensive,” says McMahon. To read the full article, please visit: https://bit.ly/3hq3GMU    

Cryptocurrency is a digital representation of value that functions as a medium of exchange, a unit of account, or a store of value, but it does not have legal tender status. Cryptocurrencies are sometimes exchanged for U.S. dollars or other currencies around the world, but they are not generally backed or supported by any government or central bank. Their value is completely derived by market forces of supply and demand, and they are more volatile than traditional currencies. Cryptocurrencies are not covered by either FDIC or SIPC insurance. Legislative and regulatory changes or actions at the state, federal, or international level may adversely affect the use, transfer, exchange, and value of cryptocurrency.

Purchasing cryptocurrencies comes with a number of risks, including volatile market price swings or flash crashes, market manipulation, and cybersecurity risks. In addition, cryptocurrency markets and exchanges are not regulated with the same controls or customer protections available in equity, option, futures, or foreign exchange investing.

Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

    

Chris McMahon Featured in Financial Advisor Magazine

Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in Financial Advisor Magazine to discuss how business-owning clients might be in IRS cross hairs. McMahon shared that “several areas that have been overlooked by the [IRS] is the complex matter of transfer pricing,” he says. “Often the IRS has come to rely most exclusively on the transfer pricing studies that [companies] have drafted by their CPA firms. The IRS is going to dig in now to see if their modeling is correct.” To read the full article, please visit: https://bit.ly/3Ed97Z3

Chris McMahon Featured in Financial Advisor Magazine

Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in Financial Advisors Magazine’s Private Wealth discussing the rise and demand of faith-based investing. McMahon shared the process of how Aquinas was created and the science behind the Faith & Finance Score. “Specifically, we were hearing from our Catholic clients that there is tremendous noise that investors must sift through and very little information on how to assess the alignment of their investments with their deepest held beliefs. This has become a much bigger issue over the last ten years as money managers and corporate officers have become much more socially active,” says McMahon, “Until now, there has been no way for clients to draw back the curtain on their investments and see a more complete inventory of what their dollars were supporting.” To read the full article, please visit: https://bit.ly/3Ay9YQC  

Aquinas President & CEO Chris McMahon on TD Ameritrade Network Morning Trade Live

Aquinas President & CEO Chris McMahon appeared on TD Ameritrade Network Morning Trade Live speaking with TD Ameritrade contributor Caroline Woods about Kohl’s (KSS), Tapestry (TPR), and BJ’s Wholesale Club (BJ) as some retail stocks to watch. Chris discusses TPR and its recently released earnings. He also commented that KSS is the best choice in the department store sub-industry.  Morning Trade Live kicks off the trading day, welcoming guests to discuss big macro concepts together with stock-specific analysis and trading strategies. According to its synopsis, the program “cuts through the noise and political bias, while helping viewers understand the economy’s relationship with markets through numbers, logic and in-depth interviews with fund managers, ETF providers and options traders.” Watch the full clip here: https://bit.ly/3dzG8Dj

Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

Options are not suitable for all investors. There are risks involved in any option strategy. Individuals should not enter into option transactions until they have read and understood the option disclosure document titled “Characteristics and Risks of Standardized Options,” which outlines the purposes and risks of option transactions. This booklet is available from your Financial Advisor or at http://www.theocc.com/about/publications/character-risks.jsp. Supporting documentation of claims will be supplied upon request.

Chris McMahon Makes Debut On The Show Money Life With Chuck Jaffe

Aquinas Wealth Advisors President and CEO, Chris McMahon, recently appeared on the show “Money Life with Chuck Jaffe” discussing the background of faith-based investing as well as general thoughts on the current market and investing. McMahon shared his thoughts in the Market Call segment and noted that “companies are investing in doing things that are completely in contrast with what they hold most dear. The good news is those folks don’t have to do that any longer and they can really feel a little bit more comfortable about what they’re doing.” To listen, please visit: https://bit.ly/3Bv8EQz

Chris McMahon is an Investment Advisor Representative with Aquinas Wealth Advisors, an SEC Registered Investment Advisers.  Opinions expressed on this program do not necessarily reflect those of Aquinas Wealth Advisors.  The topics discussed, and opinions given are not intended to address the specific needs of any listener.  Aquinas Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

Chris McMahon Offers Insights on the U.S. Market Climate in the WSJ

Aquinas Wealth Advisors℠ President and CEO, Chris McMahon, was recently featured in the Wall Street Journal discussing the current market climate with reporter Orla McCaffrey.  McMahon shared his thoughts on the ‘Dow Jumps 750 Points as Investors Take Hope From Earnings Reports’ and noted that “When we hear leaders say that inflation is under check or the general business climate is getting more hospitable, that’s what markets react to positively.” To read more, please visit: https://on.wsj.com/3zhYFfI 

Investing in the Greater Good: How Technology Is Empowering Investors Like Never Before

By Christpher S. McMahon.

Lost to most people’s attention, perhaps, in all the news of that long calendar year 2020 was the death at the age of 96 of Freeman John Dyson in February, just as COVID became the dominant story. Dyson was one of the most brilliant physicists and mathematicians to have ever lived: at age four he calculated the number of atoms that make up The Sun. His contributions to both now-existing and still-theoretical technology are immeasurable, many of his concepts are so advanced that they will only be realized by future generations when mankind’s technical capacities catch up to Dyson’s intellect and imagination.

One of Dyson’s most famous quotes is one that I like a great deal personally, and would resonate with my everyday hard-working friends and neighbors in Western Pennsylvania a great deal despite their distance from the physics labs of Cornell or Princeton where one could usually find Dyson throughout his life:

“There is a great satisfaction in building good tools for other people to use.”

Like Dyson, I believe strongly in the power of technology to improve the human condition. Technology has been the basis of my professional accomplishments as an early incorporator of computers and digital technology into financial services. He and I also share a recognition that technology – like any other tool – can be used for good or for evil. Like a hammer that can be used to either commit battery or build a house for a homeless family to live in, technology is an amoral instrument. It is the person who wields it that turns it towards the darkness or the light.

For the most part, technology has been good to me. It has propelled my business, made life more convenient, and made it simpler to share ideas and learn. My children live far from me now, but I can see them and talk to them almost like they are in the same room because of cell phones, for instance. Now I intend to use technology in a more impactful way that I ever have before.

At Aquinas Wealth Advisors℠, we developed an artificial intelligence tool to analyze investor holdings and summarize certain morally objectionable practices that are being supported through investments in publicly traded companies. This summary report, which we call the Faith & Finance Score℠, can be completed in minutes and is free of charge. We are on a mission to fully inform faith-based investors across America. We hope that once investors realize what their investments are involved in, including abortion, adult entertainment, gambling, and Planned Parenthood donations, among others, they will make the decision to work with Aquinas Wealth Advisors℠ to align their faith and finance.

Lately, I have been extremely concerned about our nation’s future and the course of our civilization. Not long ago, corporate America was seen as a bulwark and safeguard against the atrophy that has afflicted so many institutions including the media, academia, and popular culture. America’s corporations had been places were ingenuity, hard work, and meritocracy stood strong. Things have changed a great deal. Today, wokeness, radical leftist ideology, and irresponsible leadership have entered the C-Suite and the boardroom. The annual meeting participants of a multi-billion-dollar public company today are as likely to spend an hour talking about which pronouns to use or how much to increase the corporate contribution to Planned Parenthood as they are to review the balance sheet.

As it has so many times before, technology will provide the solution. No longer will a shroud of secrecy conceal what is really going on. Through the technology that my team and I have developed – and surely other technologies others will deploy as well – the truth will be revealed. As more and more investors discover what is going on, they will likely make allocation adjustments commiserate with their values and beliefs. Those corporations that have lost their way will face a choice: return to the straight path or face severe financial consequences. In time, I am hopeful we will see a correction to much of the insanity that has defined recent years especially. I understand the incentives and disincentives that large corporations actually respond to. Public relations and approving media stories are among them, but they pale in contrast to actual assets on hand and stock valuation.

Despite my concerns, I am becoming much more hopeful and bullish on America’s future. Technologies like the Faith & Finance Score℠ are the reason.

Disclosures:

Advisory services are offered by Moralis Technologies, LLC d/b/a Aquinas Wealth Advisors℠ (“Aquinas Wealth Advisors℠”), a registered investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Aquinas Wealth Advisors℠ may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about the Aquinas Wealth Advisors℠ registration status and business operations, please consult the firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

The information provided is for illustration purposes only. It is not intended to be, nor should it be construed or used as, investment, tax or legal advice, any recommendation or opinion regarding the appropriateness or suitability of any investment or strategy, or an offer to sell, or a solicitation of an offer to buy, any interest in any security.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There can be no guarantee that strategies promoted will be successful and no guarantee of positive results.