Notas del episodio
In this special episode of Faith & Retirement, hosts Tom Levine & Jay Peroni, CFP sit down with Sara LaClair and Steve Nelson, portfolio managers of the FIS Christian Stock Fund (PRAY ETF), which trades on the New York Stock Exchange. With the fund celebrating its three-year anniversary, they dig into what makes PRAY unique, focusing on its commitment to Christian principles, such as avoiding investments in companies that support abortion or alcohol.
The conversation explores the benefits of the ETF, including its tax advantages, low-cost structure, and its actively managed nature, offering flexibility to navigate risk while aiming for strong returns. Financial advisor Jay shares how he incorporates PRAY into his clients' portfolios, especially for families seeking an ethical, faith-driven investment strategy.
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