News & Research

11.25
Kiplinger: Your Estate Plan Isn’t ‘Done’ Until You’ve Completed These Five Steps
Over the past several months, Director Denise McClain has authored a series of...
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11.25
Third Quarter 2025: Investment Perspective
In the mid-1840s, England underwent a railway investment mania. The first railway lines had...
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10.25
Connecting Faith and Fiduciary Duty at the 2025 DFMC Conference
We were honored to sponsor the 2025 Diocesan Fiscal Management Conference (DFMC) in Philadelphia...
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