Increasingly, clients are concerned that their portfolios be aligned with their values. Faith-Based investing has a dual mandate to generate investment returns in a faithful manner. The number of values-based investment offerings from institutional quality managers has been on the rise in recent years and continues to grow.
In a webinar sponsored by Faith Investor Services, learn from two seasoned institutional investment professionals the best practices of faith-based investing. Bob Doll, CIO of Crossmark Global Investments and Tony Minopoli, CIO of Knights of Columbus Asset Advisors will discuss:
Please click on the respective fund tickers for a full list of the fund’s holdings: KOCG | PRAY
For more information on the Christian Investment Forum Performance Study, click here
In this week’s episode, Jay Peroni, CFP® covers what’s driving the markets, what’s behind the latest economic numbers, and should investors be concerned. Then he tackles artificial intelligence (AI). How should Christian investors approach the controversial AI industry? Later in the show, Jay covers social security decisions, surprises retirees face at retirement, and ways to make sure your retirement funds match your faith. Don’t miss this week’s power-packed show!
After a dramatic week with tensions elevated in the Middle East, anti-Israel mobs spreading across our universities, and politicians/voters using the headlines for political purposes, Jay Peroni, CFP examines how Christian investors can make sure they don’t succumb to a spirit of fear. Jay also highlights some great opportunities that could be right around the corner. Tune in this week to get Jay’s fresh perspective on how you can create a solid biblically-based financial plan with faithful returns!