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
How will the Middle East tensions impact your portfolio? On this week’s episode, Jay Peroni, CFP® tackles the latest headlines. How will the instability in the Middle East impact your portfolio? Is now the time to get defensive? Inflation is still on the rise, Jay dives into what items are still going up and more importantly how you can create a plan to combat inflation. Tune in to this week's episode for practical strategies on biblically responsible investing and retirement planning!
In this episode, Jay Peroni, CFP discusses what it means to invest from a Christian worldview. He shows ways you can invest in companies that are aligned with your values (Biblically Responsible Investing). He also covers how you can create a biblically sound legacy – leaving more to ministries and your loved ones. How can you be a better steward with the wealth entrusted to you? Tune in to this week’s episode!