Making Good Investments With Cole Pearson

Proverbs 31:16 provides a model for investing, She considers a field and buys it; with the fruit of her hands she plants a vineyard. That, of course, is a reference to the excellent wife. With great intention, she chooses an investment that benefits her family and others. Today we’ll talk with Cole Pearson about how we can all be excellent investors. Cole Pearson is President of Investment Solutions at OneAscent, which is actually a family of companies that fill an important space in values-based investing. The name OneAscent is derived from John 3:13-15, which states, No one has ascended into heaven except he who descended from heaven, the Son of Man.g And as Moses lifted up the serpent in the wilderness, so must the Son of Man be lifted up, that whoever believes in him may have eternal life. And OneAscent’s mission is based on Ephesians 2:10: For we are his workmanship, created in Christ Jesus for good works, which God prepared beforehand, that we should walk in them. Pearson says OneAscent’s goal is to elevate companies that are helping people around them flourish. Part of that process is to eliminate from your investment portfolio companies that are causing harm, such as those that promote abortion or other values clearly misaligned with biblical wisdom. The goal is to get those out of the way in order to focus on the companies that are furthering the Kingdom or are at least productive and not causing harm. Investors are often unaware of the companies represented in their investment portfolios and what they stand for. OneAscent uses technology and processes to solve that problem. Pearson also says that when they look at a company for investment, they’re evaluating many factors, including, morality, return, the macro environment, the business cycle, and sustainability. To learn more about OneAscent’s investing solutions, visit investments.oneascent.com. On today’s program, Rob also answers listener questions: ● How do you determine when you’re financially prepared to retire? ● Are you limited on how much you can earn to still receive your Social Security retirement benefits? Remember, you can call in to ask your questions most days at (800) 525-7000 or email them to [email protected]. Also, visit our website at MoneyWise.org where you can connect with a MoneyWise Coach, join the MoneyWise Community, and even download the free MoneyWise app. To support this ministry financially, visit: https://www.oneplace.com/donate/1085/29