Home Our Funds Advisory Board Financial Advisors Contact Us Account Access
Fund Summary World Equity Opportunity Growth Catholic Values Rising Dividend Bond About Us Investment Professionals Commentaries Faith Matters Investing Advice In The News Prospectus Applications & Forms Contact Us

Smart Investing Series

This series is designed to help investors of all experience levels from first-time investors to seasoned professionals. History shows that long-term investors have the best potential to be successful in meeting investment goals. With a focus on long-term investing, the tools and tips in this series can help provide beneficial investment knowledge.

A Balanced Approach

Combining stocks and bonds can lead to increased returns and decreased volatility. download [pdf]

A Case for Common Stocks

A retrospective of the past 3+ decades. download [pdf]

Buy and Hold

Riding out the markets rough periods can prove to be fruitful. download [pdf]

Capital Gains Q&A

Commonly asked questions about capital gain distributions. download [pdf]

Diversify Your Portfolio

A sound investment plan should involve multiple asset classes. download [pdf]

Education: Investing for College

Investment vehicles for college education. download [pdf]

Finding the Right Mix

How different combinations of investments have performed over time. download [pdf]

George’s Gems

Time‐tested guidelines based on over 40 years of investment experience. download [pdf]

Get A Head Start

The power of compounding can be the best friend of a long‐term investor. download [pdf]

Going Global

Reasons to consider investing outside of the U.S. download [pdf]

Historical Diversification

The importance of properly diversifying a portfolio. download [pdf]

Ignore the Headlines

Why you should focus on the long‐term. download [pdf]

Morally Responsible Investing

Don’t compromise your values in pursuit of investment returns. download [pdf]

Patience Rewarded

Short‐term thinking can be detrimental to long‐term success. download [pdf]

Small, Medium or Large?

Do you really need stocks of different sizes? download [pdf]

Systematic Investing

Consistent investing may help you reach your goals. download [pdf]

The Importance of Dividends

Dividend-paying stocks can play a vital role in meeting long-term goals. download [pdf]

Think Twice

A helpful acronym for investors of all experience levels. download [pdf]