Moneywise On Oneplace.com
Talking to Your Advisor About Faith-Based Investing with Josh Bean
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:24:57
- Mas informaciones
Informações:
Sinopsis
Did you know your financial advisor can actually help you invest in ways that reflect your faith?Advisors do more than just help you hit financial targets—they can also guide you in making a lasting impact with your investments. Today, Josh Bean joins us to share how to start the conversation about faith-based investing.Josh Bean is the National Sales Manager for Praxis Investment Management, an underwriter of Faith & Finance.25 Years of Change in Faith-Based InvestingAbout 25 years ago, Praxis conducted its first major study on faith-based investing. This year, they decided to revisit that research and see how investor attitudes have evolved.Partnering with Bellomy Market Research, the Praxis team surveyed over 1,000 individual investors and 400 financial advisors to explore the motivations, opportunities, and concerns surrounding faith-aligned portfolios.The exciting part is that the results confirmed what they’ve believed all along: people genuinely want to align their investments with what matters mos