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.

Top Practices To Raise Your Faith & Financial Score

Investing in reliable and moral companies is vital to a healthy investment portfolio. At Aquinas Wealth Advisors, we have made it our job to help you associate your investment choices with your beliefs as a Catholic. In order to rate the moral success of your portfolio, we have created the faith and finance score. If you are looking to improve your score and your investment portfolio, here are four practices you need to keep in mind.

Pick Reliable Companies

Investing in companies that support your beliefs does not mean making poor investment decisions. If you are trying to increase your faith and financial score, make sure you are investing in reliable companies. In many cases, reliable companies will also be moral in their activities and business workings.

Invest in Moral Value, Not Financial

When investing, it’s unfortunately easy to invest in successful companies that do not support your beliefs as a Catholic. If you are hoping to increase your score, always think about the morality of your investment over the potential financial benefit to avoid making a decision that will lower your score.

Align Your Faith With Your Finances

When researching potential investments, think about options that align with your faith instead of purely taking your cues from market trends or human advisory boards that may not align with your faith. Curious about what this looks like? Reach out to Aquinas Wealth Advisors today to find out more about aligning your faith with your finances.

Get Strong Advice

You cannot invest both successfully and morally without a little bit of help. Finding a reliable investment advisor to back up your faith-based investing is a great way to reliably and efficiently increase your faith and financial score.

At Aquinas Wealth Advisors, We are committed to helping our clients successfully invest in companies that support your faith-based values. If you are wondering what your faith and financial score is, you can find out for free today! Register today to improve your faith-based investing plan drastically.

Get Your Score

How Aquinas Wealth Advisors Determine Your Faith & Financial Score

Your investment portfolio matters and is designed to not only benefit you as an investor, but also provide the companies you are investing in with the capital they need to support their business operations. The problem is, many companies have been pressured by the public to pursue agendas many investors do not agree with, leading those investors to feel like they are not in control of their financial wealth. That’s why at Aquinas Wealth Advisors, we have created the faith and financial score — to help investors discover where their investments are going and how well those investments align with their faith. If you are wondering how we score each of our clients, here is our process and why you can trust it.

Designed to be Simple

At Aquinas Wealth Advisors, we have committed to helping you discover the moral health of your investments. Getting started is as easy as creating an account with Aquinas, because that’s exactly what you do. To get started, visit our faith and finance score page. Once you are there, you will be asked to create an account and input some of your financial information including your 401k, personal, and other investments. From there, our award-winning algorithm will run the numbers and create for you a private, secure, and accurate depiction of how well your investment portfolio aligns with your faith.

Evaluate Your Current Stock Ownership

At Aquinas Wealth Advisors, we don’t leave any stone unturned. Our evaluation is thorough and complete — giving you a reliable score and helping you to make educated, faith-based investing decisions. When you create an account with us, you are able to input all of the data surrounding your investments, which stocks you are invested in, how those investments are performing, and how those companies align with your faith in Jesus. This includes 401ks, IRAs, brokerage accounts, and other sources of investing. So, no matter where you are invested, you can trust you are getting a reliable score no matter the circumstances.

We Test Your Stock Ownership

When you are inputting data into our secure system, we are evaluating a number of different factors when it comes to your investment portfolio. Faith-based investing takes a lot of attention to detail, and that’s what we aim to provide for our clients. We take in data like overall investment success, the social standing of your investments, company values, and a wide variety of other factors to present you with your faith and financial score. For more information about our data intake and award-winning algorithm, reach out to one of our faith-based investment advisors today!

Our Method is Tried and True

At Aquinas Wealth Advisors, we are committed to providing our clients with corporate transparency — revealing the goals and values of their investments. With years of experience in the financial industry and an award-winning and nationally recognized program, you can trust that Aquinas Wealth is providing you with data and investment portfolio analysis you can trust. If you are looking for reliable analysis when it comes to the morality of your investments and how well they align with your Christian faith, start your faith-based investment journey today with Aquinas Wealth Advisors.

Your faith and financial score is a reliable report of how well your investing aligns with your faith-based values. If you are wondering about the moral reliability of your investments and curious about the social agenda the companies you invest in are pursuing, it is our goal to provide you with transparency — helping you to base your investment portfolio off of your Christian beliefs. If you are wanting to find out how well your investments align with your beliefs as a Catholic, get your faith and financial score today! For sound, faith-based financial advice, reach out to one of our incredible advisors today.

4 Bible Verses About Investing And How To Apply Them

The Bible is filled with the wisdom of God, meaning that there are thousands of verses that apply to our everyday lives and activities — this includes investing. At Aquinas Wealth Advisors, we help to connect your investment portfolio with your faith. If you are looking for a place to start when exploring God’s Word for financial wisdom, here are four verses to get started. If you are looking for faith-based investment advisors, get started with Aquinas today.

Woman praying

Matthew 25:14-30

The Parable of the Talents. This is a traditional passage when it comes to finances, but that does not mean it lacks meaning. This passage claims that everyone has been given gifts by God, some more than others, some financial and some physical. Whatever the gift might be, it’s important that we steward it well! Don’t waste your financial gift. Investing and investing well is how you make the most of your financial gift!

family speaking with a financial advisor

Proverbs 13:11

“Wealth gained hastily will dwindle, but whoever gathers little by little will increase it.” Investing is not a get-rich-quick scheme. Instead, real wealth is built over a long period of time. For reliable advice on how to invest for the long term, get started with Aquinas Wealth today.

Happy family hugging

Hebrews 13:5

“Keep your life free from the love of money, and be content with what you have, for he has said, “I will never leave you nor forsake you.” Be careful of the love of money. When investing, make sure to keep a straight head on your shoulders and do not become too enveloped in the investing process!

close up of hands holding a bible

Proverbs 28:26

“Whoever trusts in his own mind is a fool, but he who walks in wisdom will be delivered.” There is a lot of information out there regarding investments and market trends, but it would be wise to ignore some of it. As humans, we have a finite perspective, so don’t treat human advice as Gospel.

Investing is vital to your financial health, but despite its modern applications, the Bible has plenty to say on the topic. If you are looking for faith-based financial advisors, Aquinas Wealth Advisors would love to help you with your investment portfolio. Get started with your investment advice today!

How To Know If An Investment Opportunity Fits Your Values

As a Christian, investment decisions can be tricky to make, especially if you are trying to make wise decisions that positively affect the lives of others. At Aquinas Wealth Advisors, we have made it our mission to align faith with finances — providing our clients with sound financial advice based in scripture. Investment opportunities present themselves all the time, so how do you decide which ones fit your values as a Catholic? Here are four things to keep in mind when creating your investment portfolio.

a couple on a laptop together

Does it Advance God’s Kingdom?

What does it mean to financially advance God’s kingdom? Investing is first and foremost a way for companies or individuals to raise funding for their growth as a business. This means understanding that the resources we have been given are not ours, but God’s. If you are looking to improve your faith-based investing process, don’t concentrate on the benefits that you may be able to experience from the success of the potential investment opportunity, but instead, consider the impact that investment will have on the business owner(s) and whether or not that business has a mission and goals that align with your values.

close up of investment statements

Respect God’s Priorities

God has several priorities lined out in the Bible surrounding finance. The first one is personal financial condition. Are you in debt or owe money in any way? If this is the case, that investment opportunity may not be an opportunity at all! Once your financial condition is in shape and you have enough savings to care for your family and others outside of your family, consider diversifying your investment portfolio to reflect the values outlined in the Word of God. For faith-based investing advisors, reach out to Aquinas Wealth Advisors today!

a couple signing a document

Is it a Wise Investment?

Faith-based investing pursues the wisdom of the Lord and maintains an understanding that God’s wisdom, not ours, is the channel by which we should be making investment decisions. As humans, we have limited vision and cannot see the full picture, but God can. When making investment decisions, take current trends and advice into account, but don’t take it as gospel. After all, the “experts” are just guessing assuming that current trends stay consistent. Instead of utilizing only this info in determining your investment portfolio, consider its long-term potential as well as your ability to manage your portfolio. Don’t invest past your ability!

woman looking at laptop

It Acknowledges God’s Sovereignty

The final aspect to consider when it comes to faith-based investing is that God is sovereign over all. This means recognizing that he is all-powerful and in control of both you and your investing opportunity. When weighing whether or not an investment is an opportunity that matches your values, it’s important to recognize that you are not in control of your investment. When you invest money, you are surrendering money to where God is calling you to! Do you trust the business you are investing in? Are the owners reliable? Do they do work that is consistent and helpful to others? These are all things to consider when you start your faith-based investing adventure.

Your investment portfolio is an important part of your financial state. From choosing the right investments to properly diversifying your assets, there is a lot to consider, especially when you are trying to invest based on your Christian beliefs and values. If you are looking for financial advisors that take your Catholic faith into account, Aquinas Wealth Advisors are here to help you make wise, faith-based investment decisions! For investment advisors you can trust, reach out to us today and improve your investment portfolio and invest in congruence with your faith!

What Questions Should You Be Asking Your Financial Advisor

When it comes to your investment portfolio, are you asking the right questions of your financial advisor? Many people don’t think about their investments in terms of their faith, but faith-based investing can be a powerful tool for growth.
At Aquinas Wealth Advisors, we believe that Catholic moral teaching provides a strong foundation for building wealth. In this blog post, we’ll share four key questions to ask your financial advisor to ensure that your investments are aligning with your faith. Contact us with any questions that you have about our firm or process!

What Is the Investment Philosophy of the Firm?
The first question that we always recommend our clients ask their financial advisors is about the firm’s investment philosophy. Aquinas Wealth Advisors is inspired by the legacy of Saint Thomas Aquinas, perhaps the greatest philosopher and theologian in history.

What Experience Does the Team Have In Managing Portfolios Like Mine?

A second critical question to ask your financial advisor is about the team’s experience in managing portfolios like yours. Our team has decades of experience in wealth management, and we’re confident that we can provide you with competitive returns.

What Is the Track Record of the Firm’s Investment Performance?

A third key question to ask your financial advisor is about the investment performance of the firm. Our track record speaks for itself — we have a proven track record of success in faith-based investing.

How Does the Firm Integrate Catholic Values Into Its Investment Decision-Making?

Finally, we believe that it’s crucial to ask your financial advisor how the firm integrates Catholic values into its investment decision-making. As a faith-based firm, we strive for nothing less than congruence with Catholic moral teaching.

If you’re looking for a financial advisor who will help you grow your wealth in a way that is consistent with your faith, we invite you to learn more about Aquinas Wealth Advisors. Contact us today with any questions you have or to schedule a consultation!