April 18, 2015

Mail Bag: Socially Responsible Investing and Your Portfolio

Mail Bag Questions and Comments for Joshua Kennon

Today's mail bag question deals with socially responsible investing and picking stocks.  The question involved my case study analysis of Nestlé shareholder returns over the past couple of decades. Joshua, I'm a big fan of your site. I'm a personal investor who also has some responsibilities to help family members/family business with investments. Personally, I try to do socially responsible investing as much as I can, but I can't claim a 100% socially responsible portfolio for myself or fa … [Read more...]

The Problem With Moral or Ethical Investing Is No One Can Agree On What Constitutes Moral or Ethical Behavior

Jesus Turns Water Into Wine

It's a fairly consistent thing that I get messages asking about the morality or ethics of investing in a certain type of company.  Right now, there is a mail bag response I'm working on that deals with this topic.  We've also talked about the fact that the Bri Institute thinks Jesus hates my portfolio.  Though, if they are right in their summation of His priorities, Jesus sounds more like a crotchety old octogenarian who sucks on butterscotch candies and yells at kids to get off his lawn.  I have … [Read more...]

The Bri Institute Says Jesus Hates My Portfolio

Jesus and Biblical Investing

Due to a potential project I'm working on, there is the possibility that I may need to become a Registered Investment Adviser in the state of Missouri, even though I won't be taking on individual clients, or at least have no plans on doing so.  We won't know for certain until the securities laws are finalized following the implementation of the Dodd-Frank bill that goes into effect in a few months. As I researched RIA's, I came across an organization call the Bri Institute that tries to get … [Read more...]