Values-based Investing

Values-based investing is an investment strategy that aligns your portfolio with your personal, ethical, or faith-based values, in addition to traditional financial goals.

This approach involves screening investments to avoid companies involved in activities you oppose, while favoring those that promote your values and beliefs.

The goal is to generate returns while also supporting companies that reflect your worldview and contribute to the kind of future you want to see.

stocks money investing
Should Christians Own Gold?

Should Christians Own Gold?

Christians in America hold significant investable assets. According to a recent report from Kingdom Advisors, Christian church members hold an estimated 49.7% of the stock, bond, and mutual fund investments in America today, or $22.4 trillion in public market...

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Values-Based Investing Advantages and Pitfalls

Values-Based Investing Advantages and Pitfalls

Are you thinking about Values-Based Investing?   Investors seeking to align their portfolios with their beliefs and or ethics continue to attract both individuals and businesses alike. Whether it be Fatih-based investing, impact investing, or socially responsible...

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Thinking About Values-Based Investing?

Thinking About Values-Based Investing?

Is Values-Based Investing Right for You?   Investing today goes beyond account balances; it’s about making your money work in ways that matter to you. Values-based investing allows you to grow wealth while supporting the causes you care about.   Can...

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