Monthly Archives: April 2019

003 IAQ What Do I Need to Do to be a Good Fiduciary to My Clients?

Advisors, Infrequently Asked Questions for AdvisorsBy reasonlabs@gmail.com April 23, 2019

Welcome to this week’s INFREQUENTLY ASKED QUESTION: What Do I Need to Do to be a Good Fiduciary to My Clients? As Faith-Based advisors, we are very focused on the screening component of our portfolios. As a result we may minimize or dismiss some important components of our fiduciary responsibility to our clients. It’s crucial…

002 IAQ How Do I Decide Which Business Practices to Screen from My Portfolios?

Advisors, Infrequently Asked Questions for AdvisorsBy reasonlabs@gmail.com April 9, 2019

Welcome to this week’s INFREQUENTLY ASKED QUESTION: How Do I Decide Which Business Practices to Screen from My Portfolios? Many advisors would like a straight-forward, black and white approach to portfolio screening. They would like a widely accepted definition of faith based investing, but that doesn’t exist. In this video, Hillary Sunderland and Cassie Laymon discuss…