The Problem With Investing in Funds That Align With Your Values

This week Paul gets an email from an investor about a fund that claims to follow a biblical approach to the companies it chooses. Today, Paul talks about why it’s a bad idea to try to use investing to make a religious, social, or political statement. Paul uses ESG funds to show why “value-based” investing is usually a marketing tactic from the fund company that leads to lower returns and less money in retirement. Paul wants you to know that finding your true purpose for money will help you express your values better than a fund company ever could. Later in the episode, Paul shares an interesting article from the Wall Street Journal article called, “Downsizing Your Home Isn’t the Money Move It Used to Be.”

 

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