Funds That Market Themselves Based on Christian Values. What's the Problem Here?

Christians want to be good stewards of their resources and make wise investing decisions. But Paul, Evan, and Jim point out three foundational problems with values-based funds: They can turn investing into speculation, their high turnover can resemble market timing, and the overlap among many of these funds suggests they may not be as diversified as advertised. Listen along to hear why assessing companies based on their values is unreliable and dangerous, and why evidence-based investing is stronger than value-based investing.    Later in the episode, Evan talks about Nvidia, a company that is usually the largest in these value-based funds, and how they contribute to data centers. Paul discusses the pressure on companies to move data centers outside of the United States to other countries that do not share U.S. interests.   Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.