Many Have 'Faith' in Investing…

November 2001
Journal of Financial Planning;Nov2001, Vol. 14 Issue 11, p24
Academic Journal
The article focuses on the role of religion and personal values on the investment and financial decisions of investors in the United States. Religion and personal values play an important role in the investment and financial decisions of over half of all U.S. investors, according to a report by Mennonite Mutual Aid (MMA). According to MMA, whose report was based on data from a survey of investors by Opinion Research Corp. International, 79 percent of investors describe themselves as religious or spiritual (83 percent women, 74 percent men) and 56 percent of all U.S. investors--religious and non-religious--incorporate faith or personal values into their financial decisions.


Related Articles

  • Join the Millionaires' Club. Nawrocki, Tom // Best Life;Dec/Jan2007, Vol. 3 Issue 10, p90 

    The article outlines strategies that upper-mid-tier investors can use to get the same kind of financial service ordinarily available only to millionaires. It is suggested to seek out a junior financial planner. The first rule of finance is cited. The case of Scott Hatmaker and his family about...

  • Don't Fear the Wealthy Prospect. Oechsli, Matt // REP.;Aug2012, Vol. 36 Issue 8, p70 

    The article discusses how financial advisors can acquire more affluent clients. It is said that most advisors want to acquire more rich clients, but are struggling. Affluent sales reluctance left unchecked can become an epidemic. Advisors need to create a list of ideal affluent prospects by...

  • Differences Among Designations. Messuri, Phil // New Mexico Business Journal;Feb2006, Vol. 30 Issue 2, p14 

    Discusses the differences among financial advisors. Role of securities registered broker; Qualifications of a Certified Financial Planner; Information on financial professional with a Chartered Financial Consultant designation.

  • Wealthy Psych 101. Bowen Jr., John J. // Financial Planning;Jun2003, Vol. 33 Issue 6, p39 

    Presents tips on dealing with different personality types of high-net-worth clients of financial planners. Family stewards; Financial phobics; Independents; Gamblers. INSET: Nine High-Net-Worth Personalities.

  • The Shape of Things to Come. Walper Jr., George H.; McBreen, Catherine S. // On Wall Street;Mar2006, Vol. 16 Issue 3, p63 

    Suggests some strategies that can be used by financial advisers to retain and attract new clients. Views of people on the role of financial advisers; Types of financial advisers; Key factor considered by affluent investors in selecting a primary adviser.

  • Do you need a planner?  // Money Today;8/6/2009, p5 

    The article explores the value of a certified financial planner for experienced and successful investors. The case of Nagesh Kolluru, whose portfolio was already yielding 25-30% annual returns, is mentioned as he eventually realized he needed a professional expert in lieu of the sudden economic...

  • The Enemy Within. Bowen Jr., John J. // Financial Planning;Apr2006, Vol. 36 Issue 4, p31 

    Advises financial planners to use the principles of behavioral finance to keep their clients, and themselves, from making costly investment mistakes. Importance of taking assessing risks in long-term investments; Explanation that behavioral finance provides insight into why clients make cost...

  • Cash Rules. Asnes, Marion // Financial Planning;Oct2006, Vol. 36 Issue 10, p14 

    The article focuses on the next generation (NexGen) financial planners. When more attractive options emerge, cash-rich investors will be well positioned to take advantage of them. NexGenners are 36 years and under financial planners who are aware that they are the future leaders of the industry...

  • Review service needs a range of views. Cicutti, Nic // Money Marketing;6/9/2011, p38 

    The article comments on the online investment advisory service VouchedFor, which aims to help people find independent financial advisors (IFAs). VouchedFor allows investors to search for a fee-based IFA based on past users' reviews and ratings. The author offers a criticism of the website,...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics