Brochures and booklets for Catholic investors

The first half of 2026 demonstrated how quickly markets can recover from uncertainty. After a spring decline driven by geopolitical concerns—including conflict involving Iran—global equity markets rebounded strongly and approached record highs by midyear. The S&P 500 gained roughly 10% and the Nasdaq rose 14% through June 19, led by

Understand how mortality credits work and their role in lifetime annuities, plus the trade-offs retirees should consider carefully.

Explore a practical guide for fiduciaries to assess new investment ideas, balancing innovation with organizational goals and costs.

Understand the importance of fee benchmarking and how it ensures fair fees and quality service for your retirement plan providers.

Learn why fee benchmarking is vital for church retirement plans and how it supports fiduciary duties, participant outcomes, and legal protection.

Learn how low fees, clear benefits, and smart investments help participants achieve retirement readiness. Focus on goals that matter most.

Strategy Three — Design the Plan to Work: Intentional Structure Can Enhance Expected Outcomes By Mary Brunson, Co-Founder and Senior Vice President, Investing for Catholics Introduction In Strategy One of this series, we established the importance of strong fiduciary governance. In Strategy Two, we emphasized the prudent delegation of responsibilities

US equity markets delivered strong results in 2025 despite significant volatility and economic uncertainty. The S&P 500 gained about 18%, marking its third consecutive year of double-digit returns, although the path was uneven. Markets experienced sharp swings driven by tariff announcements, interest rate changes, concerns over artificial intelligence valuations, and