Home, Epiphany Funds, catholic mutual funds.#Catholic #mutual #funds

#

Catholic mutual funds

Catholic mutual funds

What is FFV

FFV stands for Faith Family Values.

Catholic mutual funds

Trinity Advisory Board

One of the things that makes us more effective as financial advisors is our independence.

Catholic mutual funds

Moral Investing

Epiphany Funds focuses on the Morally and Socially Responsible Investing subset, Faith-Based Investing.

Helpful Content

Catholic mutual funds

The History of Retirement

Do you know where the idea of “retirement” comes from?

Catholic mutual funds

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Catholic mutual funds

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Tax Deductions You Won’t Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

View all articles Catholic mutual funds

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators Catholic mutual funds

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations Catholic mutual funds

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

View all videos Catholic mutual funds

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2017 Advisor Launchpad.

Before investing you should carefully consider the investment objectives, risks, charges and expenses of the Epiphany Funds. This and other important information about the Fund is contained in the prospectus, which can be obtained by visiting www.epiphanyfunds.com or by calling 1-800-320-2185. The prospectus should be read carefully before investing.

The Epiphany Funds are distributed by Rafferty Capital Markets, LLC.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.





Leave a Reply

Your email address will not be published. Required fields are marked *