Is faith-based investing an all-or-nothing decision, or is there room for balance?
In this episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, continues the two-part conversation on faith-based (biblical responsible) investing by exploring the remaining perspectives investors often hold.
Building on Part 1, Darryl focuses on investors who are fully committed to biblical responsible investing - as well as those who take a more blended approach. Through real-world examples and conversations, he unpacks how deeply held convictions, market realities, and fiduciary responsibility intersect in portfolio construction.
Episode highlights include:
The mindset of investors who are "all in" on biblical responsible investing, and why conviction matters.
Potential explanations as to why faith-based investing has underperformed the S&P 500 in recent years - and what caused the divergence.
How excluding the "Magnificent Seven" impacted performance across many strategies, not just faith-based portfolios.
The role of asset managers, shareholder advocacy, and proxy voting in responding to corporate behavior.
Why fiduciary duty requires flexibility - especially when certain asset classes aren't yet available in faith-based strategies.
How advisors help clients balance convictions with diversification, opportunity, and long-term planning.
What it means to be "in the world, but not of the world" when it comes to investing.
This episode completes the four-perspective framework introduced in Part 1 and offers a practical, thoughtful approach for investors navigating faith, finances, and long-term responsibility.
To learn more or start a conversation, visit PAXFinancialGroup.com and click "Connect With Us."
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Resource: https://www.inspireetf.com/news/does-it-matter-if-i-underperform-the-s-p-500
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.
