Firm News
Aquinas Wealth Featured in Financial Advisor Magazine
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 […]
Aquinas Wealth Featured in MSN
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. […]
Aquinas Wealth Appears on Nasdaq TradeTalks (video)
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 […]
Aquinas Wealth Featured in Financial Advisor Magazine
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 […]
Aquinas Featured in Barron’s
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 Featured in U.S. News & World Report
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 […]
Aquinas Featured in U.S. News & World Report
Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in U.S. News & World Report to discuss how to get the biggest tax refund in 2023. McMahon discusses one tactic of consulting with a new professional for a fresh look on returns, another is creating a donor-advised fund for charitable giving. To read […]
Aquinas Appears on TD Ameritrade
Aquinas Wealth Advisors President and CEO, Chris McMahon, recently appeared on TD Ameritrade with Caroline Woods discussing some 2023 stock picks and market outlook. Coca-Cola (KO), Target (TGT), and Procter & Gamble (PG) are three of Chris McMahon’s stock picks. He discusses these stocks, as well as areas of the market to keep on your […]
Aquinas Featured in Financial Advisor Magazine
Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in Financial Advisors Magazine to discuss how to plan for taxes with a divided congress. McMahon shared that “clients can plan their taxes in the face of this uncertainty by proactively keeping track of their income and expenses, taking advantage of any tax credits […]
Aquinas Featured In Investor’s Business Daily
Aquinas Wealth Advisors President and CEO, Chris McMahon, and others were recently featured in Investor’s Business Daily piece ‘Cut Back Booze, Add $70,000 To Your IRA Over 10 Years.’ McMahon shares the financial success of a client that cut back on discretionary spending such as alcoholic beverages this year and how much it can really […]