The bishops' Socially Responsible Investment Guidelines are the most-cited reference in Catholic investing — and the most misunderstood. What they cover, whose money they govern, and how to use them for your own portfolio.
Morally responsible investing (MRI) builds a portfolio around Catholic moral principles. Here's what it screens for, where it differs from ESG and from biblically responsible investing, and the trade-offs nobody should hide from you.
Biblically responsible investing (BRI) aligns a portfolio with Christian conviction. Here's what it actually screens for, how it differs from ESG, and the honest trade-offs — answered plainly.
A short Dimensional piece on tax-aware investing — why minimizing capital-gains distributions and giving investors control over when they pay tax can improve real, take-home returns.
Worried about concentration in the largest US stocks? Equal-weighting an index is one popular fix — but this Dimensional piece explains why it can add trading costs and taxes without being the right tool for the job.