First Quarter 2024 Market Review
April 10, 2024 4:04 amThe Trend Is (Still) Your Friend It’s an election year in the United States, inflation is still shrinking the buying... View Article
The Trend Is (Still) Your Friend It’s an election year in the United States, inflation is still shrinking the buying... View Article
Last night I had the good fortune of attending our archdiocesan Pallium Lecture. It “is an annual event designed to... View Article
On January 22, the Catholic Church in the United States observes a “Day of Prayer for the Legal Protection of... View Article
Happy New Year! The exclamation is often followed by an inquiry: what are your new year’s resolutions? And every year... View Article
Santa Claus Finally Came to Town! Although all three of the major indices closed down on December 29th, they ended... View Article
The third quarter saw the major indices give back some gains from the first half of the year with the... View Article
The Magnificent Seven Ride! After months of sideways movement, the S&P 500 finally broke through resistance and ended the quarter... View Article
Beginning of the End All of the major indices ended the first quarter in positive territory, led by the tech-heavy... View Article
Catholic Investors Take Note of New Exclusions and Important Clarifications In the mid-1980s, the USCCB issued socially responsible investment guidelines... View Article
After a bruising start to the year, you may be growing more and more worried about the stock market. That’s... View Article
Tom Carroll, President of Catholic Investments, was interviewed by EWTN News in Depth during a segment on investing for Catholics.... View Article
Or: A $0.75/hr Raise Is Worth More than You Think! In addition to our traditional investment management services, Catholic Investment... View Article
A Separately Managed Account Offers a Little-Known Advantage Over Mutual Funds The marketing clout of the mutual fund industry is... View Article
Seems like a stupid question, doesn’t it? Index funds, by their nature, are meant to match the market’s performance. We... View Article
At the end of each year, or the start of the New Year, millions of Americans make resolutions. Most of... View Article
September 29th was the feast day of St. Michael. In the familiar picture below, St. Michael is depicted with wings... View Article
It’s easy to get lost in the gloom of widespread illness, lives and careers put on hold, businesses shuttered, loneliness... View Article
Only two quarters in and 2020 is already one for the record books. In our lifetimes it was only on... View Article
Recently, the market has dropped as fear increases over the spreading coronavirus threat. Is this new disease something to cause... View Article
While attending mass recently, I was pleasantly surprised to learn that it was the feast day of one of my... View Article
I have been lucky to have been blessed with seven children. Most of them are now fully adult. The majority... View Article
At this time of year, in the weeks before Christmas, our house is usually bustling with activity as we move... View Article
Many Catholics don’t realize that inadvertently, through their investment portfolios, they have become involved as owners of businesses that are... View Article
The Social Security Administration (SSA) has recently announced that benefit payments in 2020 will increase 1.6% from 2019’s level. While... View Article
Or: 4 Ways to Know If You Invest Like a Catholic Whether we like it or not, money plays an... View Article
Mr. Robert Iger Chief Executive Officer The Walt Disney Company Dear Mr. Iger: On May 29th you said, in regard... View Article
First Quarter Advocacy No matter how bearish a quarter is, we will always fight for our advocacy to have bullish... View Article
Tune in to Relevant Radio in Naples and Fort Myers to Hear Our Ads We’re very happy to sponsor the... View Article
Oeconomicae et Pecuniariae Quaestiones Is a Joint Document from the Congregation for the Doctrine of the Faith and the Dicastery... View Article
The Catholic market capitalization based index portfolios provide access to customized stock portfolios that adhere to Catholic religious standards by... View Article
Pope Francis’s Apostolic Exhortation on the Call to Holiness Includes Great Insight for Understanding our Responsibilities as Investors The universal... View Article
Here’s a Quick Run Down on Common Investing Options You Have There are many ways to achieve financial security through... View Article
Is Investing for Retirement Biblical? Absolutely! As Christians, we are called to trust in God. The Bible has some fairly... View Article
“For He is the living God and He endures forever; His kingdom will not be destroyed, His dominion will... View Article
Are Catholic Mutual Funds a Good Investment Option for the Faithful? For years, mutual funds have been touted as a... View Article
Know Yourself Before You Begin Investing to Maximize Your Success There’s a wealth of information available online for people interested... View Article
New to Investing? Don’t Know Where to Start? Don’t Worry! We Can Help! Apologies in advance if we sound like... View Article
While most Americans strive to spend their money wisely, numerous studies have shown that very few take action to shore... View Article
Know the Difference to Choose the Best Path for You Socially responsible investing and impact investing may appear to be... View Article
Short Answer: To Spread the Gospel Everywhere Before ascending into Heaven, Jesus commissioned the apostles to preach the Gospel to... View Article
When Fiduciary Obligations Are Not Enough When choosing a financial planner or retirement advisor, most investors know the benefits of... View Article
Trust Your Finances to the Advisors Obligated to Help You There are a lot of options for today’s investors. Most... View Article
Put Your Investments to Work for Your Faith As Christians, we are called to believe in Jesus and to live... View Article
In today’s society, it is easy to get lost in fun holiday traditions. People love any excuse to celebrate and... View Article
Green clothing, leprechauns, and shamrocks are everywhere on March 17, as people celebrate St. Patrick’s Day worldwide. The day has... View Article
“Will you be my Valentine?” To many people, this question is an expression of love that is often said on... View Article
And Why Should a Catholic Investor Care? The investment management world is divided between individual retail investors like you and... View Article
General Do you support Custodial/UGMA accounts? We do support Custodian/UGMA accounts. Can I open multiple accounts? You are welcome to... View Article
As I meet and talk with people, I am frequently asked about one of the graphic logos that we use... View Article
Everything matters. Yes, everything. How you dress matters. How you treat your wife, children, relatives, friends, co-workers, customers, and even... View Article
Many of us view April 15th*, the date by which we must file our tax returns for the preceding year,... View Article
Having watched Dickens’ “A Christmas Carol” this past Sunday, I am reminded that Christmas time is the “Season of Giving”.... View Article
I like to get up early in the morning, before the rest of the family is up, to read the... View Article
Summit does incredible work behind the scenes through the 3rd party advocacy groups we support. Our clients expect us to... View Article
I know it’s not true of everyone, but ALMOST everyone has someone who they love and who depends on them.... View Article
Marcia Fiamengo paid $200,000 to spend six minutes in sub-orbital spaceflight aboard Richard Branson’s Virgin Galactic. An anonymous donor also... View Article
Mondays. Very few of us seem to like them much. In fact, researchers have found some interesting, if depressing, facts... View Article
At the risk of adding yet one more analysis to a voluminous collection on whether the coming of May usually... View Article
Start Thinking About 2015 IRA Contribution Planning It’s April 20th and I’m already thinking about IRA contribution for the coming... View Article
Take the easy 9 question test and see! Question 1: The US Council of Catholic Bishops has set out guidelines... View Article
Catholic Investment Strategies that React to the Marketplace For investors who are worried about the possibility of a major bear... View Article
It’s tax time again! While nobody (other than accountants, perhaps) enjoys this annual ritual, it is important to remember that... View Article