Good Investments
that are Right for You

Aligning Your Portfolio with Your Faith

Dictionary definition of the word faith.

Discover God’s Story for Investing is an ongoing series that examines faithful investing from the biblical story in coordination with the Eventide Center for Faith & Investment.

For investors, it seems like a simple proposition.

Take your investment dollars and buy shares in a publicly traded company that has a favorable outlook. In exchange for your capital, you expect that the company’s management team will grow the business and create value. As the business prospers, you anticipate that your investment will appreciate and produce a return for you and your family.

But we are reminded in Discover God’s Story for Investing that not all investments are equal in God’s eye. As people of faith, we have an obligation to understand the company’s values, and how it creates the products it sells.

“If you thought you might die today or Christ might return tonight, how would your passions or daily activities change?”

Mick Owens, author of the popular book Diamond of Life: The Five P’s of Success and Significance

When we guide people through the investing process, it’s critical that we have a complete understanding of their values so that we can build a portfolio that aligns with their beliefs.

Part of our mission is to serve our clients in a Christ-like manner by assisting them in development and stewardship in their lives, believing that “it profits a man nothing to gain the whole world and lose his soul.”

Our Work Is a Gift from God

Discover God’s Story for Investing also discusses the value of work while challenging people to ask, “What is the point of our work?” “What purpose does God have for it?” “Why is human work a part of His plans for the world?” The short answer to all of these questions is that, in God’s eye, it matters what we make! It must be “beauty-good.”

“Unfortunately, I’ve witnessed companies that profess to be based on biblical principles actually put the almighty dollar in front of those biblical principles, resulting in a bad witness to non-Christian employees,” writes Mick Owens in his personal finance book, Diamond of Life: The Five P’s of Success and Significance.

Compare & Contrast

Here’s a quick snapshot of “good” products or services

“Goods” and “Services”
“Bads” and “Disservices”
Companies building data infrastructure
Companies involved in abortion
Cybersecurity
Supplying tobacco to a developing world
Home improvement
Casinos that prey on the hopes of the poor
Advanced driving safety systems
Pornography
Precision oncology
Pay-day loans with predatory services

Through the investing process, we are called to maximize the “returns” to God’s good creation and to maximize His glory and honor. Nothing gives us greater satisfaction than when we are able to create an investment strategy that aligns God’s wisdom with your personal finances.

Other Recent Articles

Case Study: Should Marty and Anita Convert to a Roth IRA?

First in a series of hypothetical case-study articles that take an in-depth look at what to consider when confronted with a financial decision or roadblock.

Living in an AI World

Don’t be surprised if you see a Jeopardy question that asks:

Where Do You Want to be & When Do You Want to be There?

As we work with clients, the “where” and the “when” are two of the most important questions we help them answer as they prepare for the future. Let’s take a closer look at both.

Other Articles Related to: , , ,

Case Study: Should Marty and Anita Convert to a Roth IRA?

First in a series of hypothetical case-study articles that take an in-depth look at what to consider when confronted with a financial decision or roadblock.

Understanding the Concept of Stewardship

When gathering information on a new client, most financial firms are interested in your goals and aspirations for the future. They are also eager to learn about your successes and your shortcomings, all in an effort to help you pursue your future with confidence.

Four Findings That Might Change How You Think About Retirement

Every spring, researchers at the Employee Benefit Research Institute survey more than 2,000 Americans about retirement.