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Impact of International Investing In Today’s Climate With Cole Pearson
Episode 269
Cole Pearson is the President of Investment Solutions at OneAscent, which is a family of companies dedicated to faith-based investing and an underwriter of this program.
HOW DOES ONE ASCENT VIEW INTERNATIONAL INVESTING?
- One Ascent views international investing as a critical component of a well-diversified investment portfolio.
- They believe that investing in international markets can mitigate risks and potentially enhance returns.
- Historical data shows that international markets have outperformed U.S. markets in several decades, highlighting the importance of global diversification.
IS VALUES-BASED INVESTING POSSIBLE WHEN INVESTING ABROAD?
- One Ascent strongly believes that values-based investing is achievable globally.
- They emphasize that every person and market has inherent dignity, advocating for investment in global markets, similar to the approach to missions and ministries.
- The team at One Ascent has extensive experience in international markets and focuses on investing in companies that positively impact society worldwide.
HOW CAN CHRISTIANS INVEST WISELY AMIDST GLOBAL UNCERTAINTIES LIKE WARS AND RESOURCE SCARCITY
- Christians should focus on knowing what they own, especially in international investing.
- One Ascent's approach involves eliminating companies or countries with harmful practices, evaluating for investment objectives, and elevating companies making positive societal impacts.
- They caution against passive index funds that may include companies with practices misaligned with Christian values and recommend actively knowing and managing international investments.
HOW CAN PEOPLE LEARN MORE ABOUT VALUES-BASED INVESTING AND EVALUATE THEIR CURRENT INVESTMENTS?
- One Ascent offers resources on values-based investing at their website.
- They provide a tool for investors to analyze their current investments, helping them understand the composition of their portfolios and align them with their values.
- Interested individuals can visit One Ascent's website and use the "analyze my investments" tool for a detailed evaluation of their investments.
HOW TO CONNECT:
You can explore a new way of investing that aligns with your values at OneAscent.com. Click on 'Analyze My Investments' on the home page to tailor your portfolio to what truly matters to you.
ON TODAY’S PROGRAM, ROB ANSWERS LISTENER QUESTIONS:
- I'm 65 and planning to retire in a couple of years; should I withdraw $50,000 from my 401k over the next two years to pay off my private student loan before I retire?
- As the legal custodian of a minor receiving an inheritance, I'm confused about UTMA/UGMA accounts versus a trust for managing her inheritance. What are they and what should I consider?
- I've been offered a lump sum distribution of my pension benefit. Is there a way to avoid the 20% federal tax on it, and what are my best options considering I'm nearing retirement?
RESOURCES MENTIONED:
Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network as well as American Family Radio. Visit our website at FaithFi.comwhere you can join the FaithFi Community, and give as we expand our outreach.
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Published on 2 years, 1 month ago