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Published by Gina Emrich - Trinity Fiduciary
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Friday, 11 April 2008 |
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It’s not hard to find articles about socially responsible investing, or SRI, in financial publications and even mainstream media these days. The reason is that by the end of 2005, there was over $2.3 trillion invested using this approach in the United States. Numbers that big are bound to attract some attention.
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Last Updated ( Tuesday, 17 June 2008 )
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Published by Gina Emrich - Trinity Fiduciary
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Friday, 11 April 2008 |
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Mutual fund ownership in the United States has grown at an amazing rate in the past ten years, with over 44% of US households currently owning a mutual fund. Why this growth?
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Last Updated ( Friday, 11 April 2008 )
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Published by InvestCatholic.com
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Tuesday, 18 March 2008 |
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What is an Annuity?
In the most basic terms, an annuity is an agreement for one person or organization to pay another a stream or series of payments. Usually the term “annuity” relates to a contract between you and a life insurance company, but a charity or a trust can take the place of the insurance company.
There are many categories of annuities. They can be classified by:
Type of investment – fixed or variable
Purpose – accumulation or pay-out (deferred or immediate)
Pay-out commitment – fixed period, fixed amount, or lifetime
Tax status – qualified or nonqualified
Premium payment arrangement – single premium or flexible premium
An annuity can be classified in several of these categories at once. For example, you might buy a nonqualified single premium deferred variable annuity.
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Last Updated ( Wednesday, 27 August 2008 )
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Published by InvestCatholic.com
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Monday, 03 March 2008 |
Written by Charlie Douglas
From Wall Street to Main Street the pain of the sub-prime debacle is being felt far and wide. Already, write-downs by big banks and brokerage firms like Citigroup and Merrill Lynch collectively top $120 billion and are expected to double in size before the debacle ends.
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Last Updated ( Monday, 23 June 2008 )
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Published by InvestCatholic.com
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Thursday, 28 February 2008 |
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We hear statistics
every day about the economy of our country; terms like inflation, GDP,
and interest rates. While these concepts can be confusing, the
important thing to realize about the economy is that you are a part of it. In their pastoral letter, Economic Justice For All, the
US
bishops say, “all members of the Church are economic actors every day.”
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