Firm News

03.01.2023

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. […]

02.28.2023

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 […]

02.23.2023

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 […]

02.14.2023

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

02.02.2023

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 […]

01.26.2023

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 […]

01.13.2023

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 […]

01.10.2023

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 […]

01.06.2023

Setting The Best Financial Goals Starting Out

Are you wanting to build your investment portfolio but not sure where to start? Aquinas Wealth Advisors is an investment firm helping to guide clients through their faith-based investing journey. We’re inspired by the legacy of Saint Thomas Aquinas, who bridged Greco-Roman cultural foundations with Christian principles and helped lay the foundation for modern Western […]