Fox Business
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Fox Business Network features Aquinas Wealth Advisors
Aquinas Wealth Advisors recently appeared on Fox Business Network ‘Mornings with Maria’ to discuss ‘Fed’s Beige Book raises investors’ concerns of a rate hike return.’ “The September effect is real – we just don’t think it’s real this September,” President and CEO, Chris McMahon shared. “We continue to be bullish in spite of these crazy energy prices. In spite of a number of other things that are concerning, the beige book had a couple of things that really bothered us.” To watch the full clip, please visit: https://tinyurl.com/zts2eetw
Greg Dukes Appears on TD Ameritrade
Greg Dukes recently appeared on TD Ameritrade Network The Watch List with Nicole Petallides. Greg was part of a panel giving an industry outlook on online travel, and how it is performing now that we are in the summer season. He highlighted that 1) hotels, restaurants and leisure +15% YTD, forecasts indicate strong summer travel season for business and leisure – hotel booking Index 7.8 out of 10 for the short term – indicating a Very Good rating, 2) TSA expects 2023 summer air travel to surpass pre pandemic levels – however problems similar to last summer may still persist, 3) trips international cities in Asia and Europe are in in strong demand, and 4) the cruise industry is making a recovery.
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Aquinas Wealth Advisors Updates: Greg Dukes, Vice President
How To Reconnect with Your Catholic Values
As a Catholic-based financial advisor group, Aquinas Wealth Advisors understands the importance of aligning your financial investments with your Catholic values. We believe that faith and finance go hand in hand and that your investment portfolio can reflect your faith and values. In today’s blog, we will discuss how to reconnect with your Catholic values through faith-based investing.
Identify Your Catholic Values
The first step in reconnecting with your Catholic values is to identify what those values are. Your Catholic values may include principles such as social justice, care for the environment, and human dignity. These values can guide your investment decisions and help you align your portfolio with your beliefs.
Work with a Catholic Financial Advisor or Planner
Working with a Catholic financial advisor or planner like Aquinas Wealth Advisors can help you navigate the world of Catholic investment and faith-based investing. We can help you identify investments that align with your Catholic values and provide portfolio management services that reflect that.
Research Catholic Investment Opportunities
There are a growing number of Catholic investment opportunities available, such as socially responsible mutual funds and exchange-traded funds (ETFs). These investments screen out companies that engage in activities that are inconsistent with Catholic values, such as abortion, pornography, and human rights violations. Researching and investing in these opportunities can help you align your portfolio with your Catholic values. At Aquinas Wealth Advisors, we take your faith into consideration when making all investments on your behalf. Contact us today for more information!
Monitor Your Investment Portfolio
Once you’ve identified your Catholic values and made faith-based investments, it’s important to monitor your investment portfolio regularly. The financial Advisors at Aquinas Wealth Advisors can help you stay on track and make adjustments as needed. We can also help you navigate any changes in the market that may affect your investments, and with our 100% transparency, you never have to worry about where your money is going.
Are you looking to reconnect and realign with your Catholic values? Get your Faith & Finance Score from Aquinas Wealth Advisors today!
The Difference Between a Fiduciary and a Financial Advisor
As a Catholic-based financial advisor group, Aquinas Wealth Advisors understands the importance of faith and finance. We strive to help our clients manage their investment portfolios in accordance with their values and beliefs, while also providing sound financial advice. In today’s blog, we will explore the difference between a fiduciary and a financial advisor, and why it matters for your investment portfolio. If you’d like to learn more about aligning your Catholic faith and your financial investments, contact our team today and find your Faith & Finance Score
What Is a Financial Advisor?
A financial advisor is a professional who provides advice on various financial matters, such as investing, retirement planning, estate planning, and more. They work with clients to identify their financial goals and develop a plan to achieve them. In the case of Aquinas Wealth Advisors, we will also take a look at your current portfolio and align it with your Catholic values. Financial advisors can be compensated through commissions, fees, or a combination of both.
What Is a Fiduciary?
A fiduciary is a financial advisor who is legally and ethically obligated to act in their clients’ best interests at all times. They must put their clients’ interests ahead of their own and avoid any conflicts of interest. Fiduciaries are held to a higher standard of care than other financial advisors, and they must disclose any potential conflicts of interest to their clients.
What Is Portfolio Management?
Portfolio management is the process of managing an investment portfolio to achieve a client’s financial goals — in our case that would be aligning your faith and values with the companies and stocks you invest in. This includes selecting appropriate investments, monitoring the portfolio’s performance, and making adjustments as needed. A financial advisor or fiduciary can provide portfolio management services to clients.
Does it Matter?
Choosing between a financial advisor and a fiduciary can have a significant impact on your investment portfolio. A fiduciary is required to act in your best interests, while a financial advisor may have other motivations, such as earning commissions on certain investments. By working with a fiduciary, you can have greater confidence that your investments are aligned with your goals and values.
As a Catholic-based financial advisor group, Aquinas Wealth Advisors is committed to acting as fiduciaries for our clients. We understand the importance of aligning your investments with your values and beliefs, and we strive to provide portfolio management services that reflect that. Contact us today to learn more about how we can help you achieve your financial goals.
Mary Ann McCallister
Mary Ann joins Aquinas Wealth with an extensive background performing various roles in financial services at both large corporations and small businesses. In recent years, Mary Ann’s focus has been specifically in the wealth management space helping young RIA firms grow and expand. She has a special interest (and found her passion) in helping firms nurture client relationships, promote team development, enhance growth strategies, and develop succession planning tactics.
A Duquesne University graduate, Mary Ann resides in Collier Township with her husband of 35 years. When not found rooting for Pittsburgh sporting teams, they enjoy travelling to visit their 3 grown children and granddaughter whenever possible.
What Can Faith-Based Investing Bring To The Table
Faith-based investing is an investment approach that considers both financial and spiritual aspects when making investment decisions. It is a form of ethical investing that takes into account the religious beliefs of the investors when deciding which investments to make. Faith-based investing is growing in popularity as more investors seek to align their investments with their spiritual beliefs. Aquinas Wealth Advisors believe good returns and good values are not mutually exclusive. We are a Catholicbased firm that believes in doing well, both financially and morally. Contact us today!
Identify Your Faith-Based Values
When considering faith-based investing, the first step is to identify your faith-based values. Your faith-based values should guide your investment decisions, so it is important to identify these values before making any investments. This will help you create an investment portfolio that is based on your beliefs and values. We will help you create and grow this portfolio based on both the market, and our faith. Making good returns doesn’t mean you have to give up your moral ground, we mesh the two so you can succeed and feel good about your investments.
Find An Advisor
Once you have identified your faith-based values, you will need to find an investment advisor who is knowledgeable and experienced in faith-based investing. An investment advisor can help you create an investment portfolio that reflects your values and aligns with your financial goals. They can provide advice and guidance on how to invest your money safely and responsibly, taking into account your risk tolerance and long-term objectives. They can also help you select investments that are in line with your faith-based beliefs, such as avoiding companies that produce products or services that conflict with your values. Ultimately, they can help you create an investment plan that is tailored to your specific needs and goals.
Why Choose Faith-Based Investing?
Faith-based investing is an increasingly popular way to invest that takes into account not just the financial aspects of investing, but also the ethical, moral, and social values of the investor. It is an investment strategy that looks to invest in companies and funds that are aligned with the investor’s beliefs and values and thereby provide a way to diversify their portfolio. By investing in companies and funds that are in line with their values, investors can rest assured that their investments are helping to support the causes that they believe in and thus provide peace of mind. This type of investing also has the potential to reduce the risk associated with investments as it is not solely reliant on the financial performance of the investments. Therefore, faith-based investing can be a great way to align your investments with your beliefs and values.
Set Up A Portfolio
Once you have determined what types of investments are acceptable under your faith, you can begin to create your faith-based investment portfolio. You will want to work with an investment advisor who understands your faith and values and can provide guidance on how to create a portfolio that is both financially sound and aligned with your beliefs. Your investment advisor can provide you with information on investments which are in line with your faith, such as socially responsible investing, while helping you to meet your financial goals. They can also provide advice on how to manage your investment portfolio, including diversification and risk management strategies. Finally, they can help you to stay up to date on any changes related to faith-based investing, so that you can make sure your investments remain in line with your beliefs.
Faith-based investing can be a great way to ensure that your investments are in line with your religious beliefs and values. With the help of Aquinas Wealth Advisors, you can create a portfolio that is both financially sound and in line with your religious beliefs. By understanding the different types of investments that are acceptable under your faith, you can create a portfolio that reflects your values and meets your financial goals.
How Has Faith-Based Investing Grown
Faith-based investing has grown to become an increasingly popular option for individuals looking to invest their money while also staying true to their beliefs. Aquinas Wealth Advisors are here to help you with faith-based investing. We are Catholic based and want you to put your money in smart and moral companies. Faith-based investing involves investing in companies and organizations that uphold a certain set of ethics and morals that align with the investor’s faith. Contact us today to start investing morally!
What Is Faith-Based Investing
At its core, faith-based investing is a way for people to invest in companies that promote certain values that are important to them. This could be companies that promote sustainable practices, protect the environment, or companies that are “socially responsible”. Faith-based investors want to invest their money in companies that align with their beliefs and values, rather than just investing in whatever company will make them the most profit.
What Is The Process?
When it comes to developing a faith-based investment portfolio, the process is relatively similar to any other type of investing. Investors must first decide what their investment goals and objectives are, and then work with an investment advisor to create a portfolio that fits their goals and values. One of the advantages of working with an investment advisor is that they can help guide the investor to companies that meet their faith-based criteria.
Faith-Based Investing Has Grown Tremendously
The growth of faith-based investing has been driven by a number of factors. One of the key drivers has been the increasing focus on social responsibility and sustainability in the corporate world. Consumers and investors alike are increasingly demanding that businesses be more environmentally conscious and adhere to certain ethical and moral standards. This has led to a greater demand for companies that meet these criteria, which has in turn created a greater demand for faith-based investing.
Rise Of Technology
In addition to the growth of social responsibility and sustainability, the rise of technology has also enabled faith-based investing to become more accessible. Online investment platforms have made it easier for investors to quickly compare and research different companies that meet their criteria. This has made the process of creating a faith-based investment portfolio much simpler and more efficient.
Overall, faith-based investing has seen significant growth over the past few years. As an increasing number of people prioritize their values and beliefs over profit when it comes to investing, the options for faith-based investing have grown significantly. Aquinas Wealth Advisors is here to get you smartly investing, in a way that works with your personal beliefs. Contact us now!