Greg Bronson - Financial Advisor

03/05/2024

The federal gift tax exclusion has increased to $18,000 per person in 2024. Let’s talk about how this could affect your plans for granting money to your loved ones.

https://www.msn.com/en-us/money/taxes/irs-announces-2024-tax-brackets-standard-deductions-and-other-inflation-adjustments/ar-AA1jFJLz.

02/01/2024

Amazing Day at the Legatus Conference in Dana Point,CA! Such a blessing to be around so many wonderful people of God. Stop by the booth and make sure your faith and finances are aligned!

01/25/2024

Excited to be in Orange County today at the Legatus Summit. Aquinas will be well represented at this event providing attendees with more info on our Faith & Finance Score.

Less than ⏰ 72 hours till the 2024 Legatus Summit! One of our major speakers on Friday is Lila Rose, founder and president of Live Action, a human rights organization which reaches 75 million per month with its pro-life message.

Rose is also a member of our San Juan Capistrano Chapter.

01/22/2024

Had a great time at the Walk for Life on Saturday in San Francisco, sharing with Pro-Lifers how they can align their money with their strongly held beliefs. It's inspiring to see so many people come together to support a cause they believe in.

09/18/2023

Aquinas Wealth Advisors recently appeared on Fox Business Network ‘Mornings with Maria’ to discuss ‘Fed’s Beige Book raises investors’ concerns of a rate hike return.’ “The September effect is real – we just don’t think it’s real this September,” President and CEO, Chris McMahon shared. “We continue to be bullish in spite of these crazy energy prices. In spite of a number of other things that are concerning, the beige book had a couple of things that really bothered us.” To watch the full clip, please visit: https://tinyurl.com/zts2eetw

09/11/2023

It was great last week being in Pittsburgh with the crew from Aquinas Wealth! Excited to be able to work with this group to help clients align their faith and finances.

06/09/2023

Consumer electronics is a cyclical business that likely faces recession, notes Lee Bohl on Best Buy (BBY). he and Chris McMahon discuss the takeaways from BBY earnings. Lee notes that BBY see strong competition from Walmart (WMT) and Target (TGT). They talk about the outlook for U.S. brick....

05/31/2023

Your Catholic values are important to you, and they're important to us too. That's why our Advisors are dedicated to guiding you on the path toward steady investments.

05/30/2023

Financial advice that aligned with your Catholic values can be a game-changer when it comes to investment decisions. Seek out the support of our trustworthy advisers to guide you through this critical process.