What Is Biblical Responsible Investing? Part I

Описание: What is biblical responsible investing - and why does ownership matter?

In this episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, begins a two-part conversation on faith-based (biblical responsible) investing and why it often sparks such strong reactions.

Darryl breaks down what biblical responsible investing actually is, how it works within portfolios, and why it goes beyond the idea of “Christian companies.” He also addresses common skepticism and explores the deeper question of whether investing is simply a financial decision - or a spiritual one.

This episode focuses on two of the four common perspectives on faith-based investing: those who are new to the concept and those who remain unsure or skeptical.

Episode highlights include:

• What biblical responsible investing is - and what it is not.

• How screening, mutual funds, ETFs, and managers are used in faith-based investing.

• Why ownership and consumption are not the same - and why that distinction matters.

• Real-life examples of how personal convictions shape investment decisions.

• The role of shareholder advocacy and proxy voting in aligning money with values.

• Why faith-based investing isn’t about perfection, pressure, or judgment.

In Part 2, Darryl will explore the remaining perspectives - including investors who are fully committed and those who prefer a blended approach.

To learn more or start a conversation, visit PAXFinancialGroup.com and click “Connect With Us.”

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Disclosure: This material is provided by PAX Financial Group, LLC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. Please note: Biblically Responsible Investing (“BRI”) involves, among other things, screening for companies that fit within the goal of investing in companies aligned with biblical values. Such screens may serve to reduce the pool of high performing companies considered for investment. Investing involves risk. BRI investing does not guarantee a favorable investment outcome. PAX Financial Group has conducted due diligence for their Biblically Responsible Investing (BRI) process and proudly serves as each client’s advocate using fully vetted third-party specialists for the administration of BRI methodology. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. This information should not be construed as investment, tax, or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product and should not be relied upon as such.

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