Faith & Retirement – Episode 40: I want ethical investments!
Episode 40: I want ethical investments! A surprising study shows there’s a big gap between what investors want and what advisors offer.
On this week’s episode, Jay Peroni, CFP® dives into investment trends in the month of November and how did “sell in May and go away” work out in 2024? Then Jay looks at some important investment themes on his radar for the rest of 2024 and into 2025. Then Jay covers the latest Eventide study showing nearly 90% of Christians want ethical investments yet few actually implement a faith-based strategy. Where is the disconnect and how can investors get more of what they are seeking? Then later in the show, Jay highlights some yearend tax opportunities, how investors can make sure their retirement plans never go backwards, and then he highlights a few unusual or little-known investments that achieved triple digit returns in 2024. You don’t want to miss this exciting episode…
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In this week’s episode, Jay Peroni, CFP is joined by Mark Minnella of More Than Money Ministries to talk about how Christians can rescue funds from secular money management and bring them under alignment with God’s word.
In this week’s episode, Jay Peroni, CFP tackles some common life events that often cause families to make a shift to seek out professional help and retirement wisdom. He examines some key reasons and what you should look for as you seek guidance for retirement.