Description
You might know how much money is in your retirement account.
But do you know what that money is actually funding?
In this interview from The Josh Tolley Show archives, Josh sits down with Art Ally, founder of Timothy Plan, for a conversation about investing, retirement, personal values, and the companies hiding inside many investment portfolios.
For most investors, the process is fairly simple.
Choose a mutual fund or retirement plan. Put money into it. Watch the balance.
But underneath that balance can be investments spread across dozens or even hundreds of companies.
Art Ally built his approach around a different question:
What if you don't want to profit from companies or industries that conflict with your personal beliefs?
Josh and Art discuss the idea of values-based investing and the philosophy behind screening investments according to specific ethical standards.
They also explore a larger issue that applies regardless of someone's personal or religious beliefs.
How much do you actually know about where your retirement money goes?
Should investors look beyond returns when choosing investments?
Can financial performance and personal principles coexist?
And how much responsibility does an individual investor have for understanding the companies held inside a fund?
Whether or not you agree with Art Ally's particular investment philosophy, the conversation raises a question every investor can consider:
Do you know what you own?
From The Josh Tolley Show archives.
This program is presented for informational purposes and reflects the discussion and views expressed at the time of the original interview. It is not individualized financial advice.