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Article Title: The Moral Side of Investing: Do Your Investments Reflect Your 
Values?
Author: Jay Peroni
Category: Investing, Personal Finance, Faith
Word Count: 843
Keywords: financial planning, certified financial planner, faith-based values, 
investments, financial investme
Author's Email Address: [email protected]
Article Source: http://www.articlemarketer.com
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Over the years I have met many people who are shocked to realize where they are 
investing. A few months ago I met a guy we'll call Robert. Robert was a 
minister in a growing church in New England. He had been a dedicated 
Christ-follower for nearly thirty years and a quite active investor. Before he 
met me, he had never put much thought into his investments or the values it 
reflected. 

After an analysis of his portfolio and exactly where it was he was investing, 
he was shocked to say the least.  His face turned white as he read the names 
and what activities each company was involved in. The companies he owned were 
involved in:

* Producing pornographic videos and magazines
* Actively donating and lobbying for pro-abortion organizations like Planned 
Parenthood
* Producing abortion-related products and drugs
* Operating casinos and gambling facilities
* Manufacturing and distributing alcohol and tobacco

Here Robert was making conscious decisions not to support unfavorable companies 
that did not reflect his values.  In spite of these conscious decisions in his 
consumer life, the end result showed that some of Robert's investment purchases 
had slipped through the cracks in his portfolio.  Many of his investments 
directly violated his values and were not the types of companies he could be 
"proud to own".  The question for him became, "How can I continue doing this 
with a clean conscious? If I do profit from my current investments, was it the 
moral and ethical thing to do?

You make deliberate choices in your life each and every day.  Such choices 
include, but are not limited to: where you work and earn income, where you 
spend your income, what charities and ministries you support, and where you 
invest your savings.

Some questions to ponder:

Work:  Is it morally acceptable to work at an abortion clinic?
Spending:  Is it morally acceptable to purchase pornography?
Giving: Is it morally acceptable to donate money to homosexual lobbyists or 
fund embryonic stem cell research?
Investing: Is it morally acceptable to neglect where you earn your profits?  
What's more important: the size or source of profit?

Many unknowingly invest in mutual funds that buy the following types of 
companies:

* Companies that profit from abortions
* Companies that profit from online pornographic websites and adult 
entertainment nightclubs
* Companies that profit from cloning animals and embryonic stem cell research
* Companies that actively promote the homosexual lifestyle

After completing the moral audit for Robert,he was shocked to realize he was 
profiting from many industries and companies that violated his values.  He 
found that he was supporting all of the above areas with his investment 
dollars. Even though he strives to support causes he believes in and avoid 
things he is opposed to, these factors were never considered in his 
investments. Each year his investment dollars were supporting values that 
blatantly contradicted his belief system. Bottom line, Robert felt that he was 
working against himself.  He felt like he was donating money to kingdom 
purposes yet supporting companies with his investment dollars that were in 
violation of God's Word.  He thought, "How could God bless these investments 
when they clearly are opposed to His teachings".  It just didn't make sense to 
Robert.

You may be thinking, Robert was not directly investing in these companies, so 
what difference does it really make? After all, the companies that he owns in 
his portfolio don't really benefit much from an increase in stock prices. Or do 
they? Isn't this similar to when you buy a used Ford on a random car lot and 
Ford does not receive any benefit from that used car sale?

The truth is: there really is power in your choices. Money is a form of power. 
If you want to change the world, start with your actions. You have the ability 
to create change. Stock prices are affected by supply and demand. Supply 
represents the number of outstanding shares that a company has in the 
marketplace. Demand is represented by the number of investors willing to pay 
for the stock of a company. Typical CEO and executive bonuses are tied to stock 
performance. Boards of directors and key shareholders care what the price of 
their company stock is. Employees who may have stock options and company stock 
in their 401(k)s care about the share price. This directly means that typical 
executives, employees, board members, and key shareholders are affected by the 
increase or decrease of a company's stock price.

If you want to change a company's behaviors, affect them where it really hurts: 
their stock price. It is virtually impossible to boycott every product a 
company manufactures; however, it is easy to avoid buying a company's stock. If 
millions of like-minded investors rallied together to do the same, you could 
not only affect Wall Street, you could change the direction of this country. 
Reformation in America is more likely to happen through Wall Street than 
through the White House. Lobbying can be effective, but changing corporate 
America is the key! Corporations will listen when Americans begin avoiding 
their company stock because of immoral activities.

Jay Peroni, CFP, and author of The Faith-Based Millionaire and The Faith-Based 
Investor.  Jay is also the founder of http://www.FaithBasedInvestor.com, a 
faith-based investing newsletter and the founder of 
http://www.ValuesFirstAdvisors.com a firm dedicated to faith-based financial 
planning.
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