Trustees & Professional Fiduciaries

Make that make sense. – Former Canadian Prime Minister Justin Trudeau After 2 years of exceptional performance, U.S. equity markets backtracked to start 2025. Investor optimism quickly deteriorated after Trump’s inauguration, unable to shake off repeated and often inflammatory statements about remaking the nature of global trade. Confronted with the reality that the...

Economics & Investing General Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

I Try to Learn from the Past

January 10, 2025by Mark Schumacher0

I try to learn from the past, but I plan for the future by focusing exclusively on the present. – Donald Trump U.S. equities concluded 2024 with yet another advance, delivering positive results for the eighth quarter out of the last nine. The AI fervor that began in the spring of 2023 continues...

Economics & Investing General Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

This recalibration of our policy stance

October 11, 2024by Mark Schumacher0

This recalibration of our policy stance will help maintain the strength of the economy and the labor market… – Federal Reserve Chairman Jerome Powell Ongoing economic growth, improving inflation, and the first of what is likely to be multiple, periodic rate reductions by the Federal Reserve all fueled yet another quarterly advance for...

Economics & Investing Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

A Strong Economy that Benefits Everyone

July 8, 2024by Mark Schumacher0

We are strongly committed to returning inflation to our 2 percent goal in support of a strong economy that benefits everyone. – Federal Reserve Chairman Powell U.S. Equities delivered another positive performance during the second quarter, led once again by information technology and communications stocks, and in particular, a small cadre...

Economics & Investing General Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

The Adoption of ESG Investment Strategies for Catholic Investors

April 26, 2024by Mark Schumacher0

Part 4 – A Pragmatic Approach to Aligning Your Investment Strategy to the Catholic Faith In part three of this series we explored the Catholic Church’s Socially Responsible Investment Guidelines, framing them as an alternative to ESG approaches for Catholic investors wanting to align their investment portfolios with the Social Justice Doctrines of the...

Economics & Investing General Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

The Adoption of ESG Investment Strategies for Catholic Investors

April 12, 2024by Mark Schumacher0

Part 3 – Are Morally Responsible / Christian-based Investment Strategies the Answer to ESG? In the second part of this series, we looked at the divergence between the mainstream ESG framework and Catholic Social Justice Doctrine, highlighting how, though the goals may be the same, ESG’s incomplete and inaccurate perspective of the human person...

Economics & Investing Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

The economy has made considerable progress toward our dual-mandate objectives.

April 4, 2024by Mark Schumacher0

The economy has made considerable progress toward our dual-mandate objectives. – Federal Reserve Chairman Jerome Powell The first quarter of 2024 concluded with another solid gain for global equities, driven in part by ongoing U.S. equity market leadership. U.S. equities rose consistently throughout the quarter to record the best start to a year...

Economics & Investing Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

We believe that our policy rate is likely at or near its peak for this tightening cycle…

January 12, 2024by Mark Schumacher0

…we believe that our policy rate is likely at or near its peak for this tightening cycle… – Federal Reserve Chairman Jerome Powell 2023 ended in appropriate fashion, with impressive returns to cap a year of impressive returns. Investors rang in the New Year optimistic the Federal Reserve has guided the economy into...

Economics & Investing Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

An Investment Framework to Value Crytpocurrency

December 21, 2023by Mark Schumacher0

I wrote the following article for the Chartered Financial Analyst Institute (CFAI) to be published on their website Enterprising Investor. The article is free to read on the CFAI site without a subscription, but I’ve included it below for your convenience. An Answer to “Crypto’s Unanswered Question: At What Price?” A few foundational microeconomic...

Economics & Investing General Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

The Adoption of ESG Investment Strategies for Catholic Investors

December 8, 2023by Mark Schumacher0

Part 2 – The Challenges Implementing an ESG Investment Strategy Using a Catholic World View In the first part of this series, we looked at the foundational similarities between ESG-focused investment strategies and the Catholic Church’s social justice doctrine, highlighting the broad parallels and framing the ESG approach as an expression of Catholic social...

Older Posts

Make That Make Sense

I Try to Learn from the Past

This recalibration of our policy stance

A Strong Economy that Benefits Everyone

The Adoption of ESG Investment Strategies for Catholic Investors

The Adoption of ESG Investment Strategies for Catholic Investors

The economy has made considerable progress toward our dual-mandate objectives.

We believe that our policy rate is likely at or near its peak for this tightening cycle…

An Investment Framework to Value Crytpocurrency

The Adoption of ESG Investment Strategies for Catholic Investors

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Third Day CapitalHow to Contact Us?

OUR LOCATIONSWhere to find us?