Investing

We have enjoyed a booming stock market – will it continue?

The rollercoaster ride of 2023 was a poignant reminder of a few of the most fundamental investment lessons we impart upon our clients (and ourselves).

“Why should I invest in the market when I can get a guaranteed five percent right now?” What a great question. And with CD’s, money market accounts, high-yield savings, and T-bills all at their highest rates in over a decade, this question is being asked much more frequently.

Couple that guaranteed five percent with the growing fear caused by multiple wars, budget deficits, and a long-predicted recession, and it seems like a no-brainer to sit safely on the sidelines earning five percent.
But like many “no-brainers” there is more to it than meets the eye. Let’s dig a little deeper.

Biblically Responsible Investing (BRI) seeks to align an investor’s faith with their investments. However, the inherent subjectivity of aligning an investor’s values with a fund manager’s values proves to be a challenge. In addition, there historically has been performance drag due to their active management. BRI – Is it right for you?