What are some everyday habits that families can do together to teach and model generosity? Ron Blue shares his personal experience as a father and grandfather.

The Ron Blue Institute seeks to be a thought leader with great influence committed to changing the way Christians think, act, and communicate about financial stewardship, empowering the church, and changing the world.

Ron Blue Institute

Videos

What are some everyday habits that families can do together to teach and model generosity?

Teaching Your Kids to Be Generous

Values-based investors are in a unique position to redeem capital and wealth.

Eventide’s Co-Chief Investment Officer, Dolores Bamford, CFA, is proving that investors do not have to decide between what is profitable and what is right. Instead, she has been an integral part of Eventide, building a model to deliver superior returns while also making a positive impact on the world.

Listen to Dolores’s personal story as she guides listeners through her journey of developing a passion for finance.

__Transcript:__

I was interested in finance because it reminded me of family dinners and my parents talking about finance and business at the dinner table. My father is my mentor, so he really brought the human aspect of business and management to light. He really lived this service orientation about business, that business’s role is to serve others.

As I continued to gain more experience as an analyst and a portfolio manager, I became more sensitive to how negative business practices and ethics were having a negative effect on shareholder value because it was having a negative effect on certain stakeholders that the two were connected. I would become more sensitive to this and eventually start a US responsible and global responsible equity practice at Goldman Sachs and develop portfolios that are focused on companies that have strong ethics and strong values. Going back to seminary really enabled me to really dive deeper into specific topics where I really wanted to advance my investment philosophy. It really was very confirming to what I had already learned and what I had already experienced, which was that a company that is running a human-centered or an employee-honoring culture is adding value to society and is creating value for their shareholders.

I believe that Eventide is the culmination of my career and my life journey, pursuing virtuous investing and the culmination of my 25-year experience in investment management and as an analyst analyzing companies and recognizing the importance of values and ethics and evaluating companies and in my education as well, my business school education, as well as my theological education. It’s just the absolute perfect fit. As I grew to love finance and to learn about companies, I felt like I was at the dinner table again, talking to my dad and that love for business continues to shine through. Like I’m still talking to my dad 20, 30 years ago.

__Disclosure:__ This communication is provided for informational purposes only and expresses views of Eventide Asset Management, LLC (“Eventide”), an investment adviser. There is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses. Eventide’s values-based approach to investing may not produce desired results and could result in underperformance compared with other investments. Any reference to Eventide’s Business 360® approach is provided for illustrative purposes only and indicates a general framework of guiding principles that inform Eventide’s overall research process. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

Eventide

Insights

Values-based investors are in a unique position to redeem capital and wealth.

Investing with Purpose

What questions should you ask in advance so that you don't succumb to materialistic temptation later? Ron Blue shares this question that he was asked, and then his response.

What questions should you ask in advance so that you don't succumb to materialistic temptation later?

How Much is Enough?

In this clip, the Tolmie Family shares their legacy of generosity and the importance of fulfilling your purpose in your later years.

We exist to spread the message of biblical generosity in order to grow generous givers especially among those entrusted with much.

Generous Giving

Business & Career

At the age of 70, Don and Joann Tolmie visited Tanzania and felt a calling to take action.

A Generosity Story - The Tolmie Family

The Cardel Family had their first experience with CHM when Michael became ill. Because of the support from fellow Christians, Elle was able to focus completely on her husband instead of worrying about the bills stacking up.

"It’s such a tremendous blessing to witness this financial burden being lifted right out of our hands."

Want to learn more about health cost sharing and CHM?
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We’re not insurance—we’re the better, biblical solution to taking care of your medical costs. Through our biblical community, brothers and sisters in Christ are here to meet the need of eligible medical bills while lifting you spiritually

Christian Healthcare Ministries

Because of the financial support from fellow Christians, Elle was able to focus completely on her husband.

Mom and founder of women's ministry calls CHM a "tremendous blessing"

What questions do I ask when I'm trying to decide how to give the resources that God has entrusted to me? Ron Blue shares his personal experience.

What questions do I ask when I'm trying to decide how to give the resources that God has entrusted to me?

3 Important Questions to Ask About My Estate

Michael Blue shares the surprising result of today's overspending and how it leads to a lower lifestyle tomorrow.

The surprising result of today's overspending and how it leads to a lower lifestyle tomorrow.

How Overspending Today Affects Tomorrow

For Matt and Emily Stieger, the burden of an emergency C-section birth and leukemia hit at the same time. Hear how God's miraculous healing and the faithful support of their CHM family carried them.

Want to learn more about health cost sharing and CHM?

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Hear how God's miraculous healing and the faithful support of fellow believers carried them during this time.

Emergency C-Section and Birth - Matt and Emily Stieger

How can someone who has so little be able to give so much? Watch this inspiring testimony of generosity.

Leadership & Community

Shoes for Prisoners

Ron Blue shares his experience on how to determine the benefits and options on this specific type of insurance to protect the liability on your assets.

How to determine the benefits and options on this specific type of insurance to protect the liability on your assets.

What is Mortgage Credit Life Insurance?

__How do you decide if a stock will be a good investment?__

Investors' answers to this question usually fall into one of three categories:

1. Indexing – No one can answer this question
2. Quantitative Data Crunching – Looking at objective metrics and tangible assets
3. Fundamental Qualitative Investing – Looking at both objective metrics AND intangible qualities

__Director of Education @ShaunMorgan walks through how Eventide seeks to identify early indicators of a company’s long-term success.__

You can also find the whole story here ⇒

Apple Podcasts: [https://podcasts.apple.com/us/podcast...](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbmVqeGtZWFJYOEs3aWhtR2Q4ZGVRTXk5LVQ5QXxBQ3Jtc0tscWVNZzBGaEhvekx0d1I4UVpiRE9CdDFjN25RdGFkclZ2RzJXMEpETVZBLUVBbnVBUThITlhpQUwzMW9qbTJwTHdxV09JMk1mM3gwUUdyUzFmeVlUT1l1cnpZbDdQVlZYRnRtQTZLenNIT0dpQlNwMA&q=https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fthe-company-behind-the-stock-price-ft-dolores-bamford%2Fid1691896688%3Fi%3D1000618463660&v=dTqEu32GAFo)
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Youtube:   [The Company Behind the Stock Price ft...  ](https://www.youtube.com/watch?v=8slQxSY-qX8&t=0s)
Google: [https://podcasts.google.com/feed/aHR0...](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbE1VSENRc1R5TGx0R2pLeGNLOWtUNVFQOE44QXxBQ3Jtc0tuNnBGQWJWU2tGVHZkSHFPY0dxS1otN2RGcDJDM3lKNnhpSk5EVERqazdTNnByYVpNM0MtWUtyUEl5UE1Pa3RlRnoycENXQmNnd2JMTjZzQjdheXREVjk5Y1VTbEw2QnFzTFJaaXJPamxORU1BRl9rRQ&q=https%3A%2F%2Fpodcasts.google.com%2Ffeed%2FaHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8yMTcyNTgwLnJzcw%2Fepisode%2FQnV6enNwcm91dC0xMzA5Njk5MA%3Fsa%3DX%26ved%3D0CAUQkfYCahcKEwjg08LI2YSAAxUAAAAAHQAAAAAQBA&v=dTqEu32GAFo)

*This communication is provided for informational purposes only and expresses views of Eventide Asset Management, LLC (“Eventide”), an investment adviser. There is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses. Eventide’s values-based approach to investing may not produce desired results and could result in underperformance compared with other investments. Any reference to Eventide’s Business 360® approach is provided for illustrative purposes only and indicates a general framework of guiding principles that inform Eventide’s overall research process. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.*

*Eventide’s ethical values screening criteria could cause it to underperform similar investments that do not have such screening criteria. This could be due to ethically acceptable companies falling out of favor with investors or failing to perform as well as companies that do not meet Eventide’s ethical screening guidelines. The Adviser’s judgment about the quality of a particular company may prove to be incorrect.*

*Eventide uses its trademark (“Investing that makes the world rejoice®”) in a figurative manner to help explain its focus on serving investors by helping them improve the world.*

How do you decide if a stock will be a good investment?

Three Ways Investors Evaluate Stocks

Is your job important not only because it allows you to do other things but because it is meaningful in and of itself? Eventide CEO Robin John explains what he means by the phrase “intrinsic value” when used to describe work.

Hear the full episode on [Apple](https://podcasts.apple.com/us/podcast/invest-by-design/id1691896688), [Spotify](https://open.spotify.com/show/5oX2cLjSqqOWe55D92E7WF), [YouTube](https://youtube.com/playlist?list=PLl7ow5b65N2HgPLmmgf1PwkeWxZ5ILMGr), or [Google](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8yMTcyNTgwLnJzcw/episode/QnV6enNwcm91dC0xMzAwNjI5Mg?sa=X&ved=0CAUQkfYCahcKEwjAqcSrzMD_AhUAAAAAHQAAAAAQAQ).

__Transcript:__

*What do you think the most important thing that you’ve learned through your process at Eventide?*

*You know Eventide, we just celebrated a 15-year anniversary of founding Eventide and so the…so the one thing that I really believe even more strongly today is that every single person through their work has great capacity; capacity for good, also capacity for bad. I think for a lot of people that want to bring their faith into their work, they’re often thinking about what I would define as the instrumental value of work. Right, so they’re often thinking about, hey how do I, um, be generous. But there’s something that I think is even more meaningful in work which is the intrinsic value of that work. If I have a child who’s sick and I bring my child to the doctor and the doctor is able to care for my child, the doctor has shown me a lot of love and, like, that I feel loved by that doctor, because a doctor has taken care of my child. So that is intrinsic value of the work of a doctor even if the doctor is not bringing some of that instrumental value to their work. And often I think, especially people of faith, are more focused on the instrumental value more than the intrinsic value. And so you know that’s true of the financial advisor, it’s true of the investor, it’s true of the doctor, the nurse, the engineer. If you’re a person of faith, if God in creation had a purpose for the work that you do today, what would that purpose statement be? Like, to really understand that I think it’s going to give us so much more meaning and fulfillment in the work that we do.*

This communication is provided for informational purposes only and expresses views of Eventide Asset Management, LLC (“Eventide”), an investment adviser. There is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses. Eventide’s values-based approach to investing may not produce desired results and could result in underperformance compared with other investments. Any reference to Eventide’s Business 360® approach is provided for illustrative purposes only and indicates a general framework of guiding principles that inform Eventide’s overall research process. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

Doing your job with excellence is one of the most significant ways to love your neighbor.

Videos

Teaching Your Kids to Be Generous

Apr 25, 2024

What are some everyday habits that families can do together to teach and model generosity?

Ron Blue

Investing with Purpose

Apr 18, 2024

Values-based investors are in a unique position to redeem capital and wealth.

Dolores Bamford

How Much is Enough?

Mar 14, 2024

What questions should you ask in advance so that you don't succumb to materialistic temptation later?

Ron Blue

A Generosity Story - The Tolmie Family

Mar 18, 2024

At the age of 70, Don and Joann Tolmie visited Tanzania and felt a calling to take action.

Generous Giving

Mom and founder of women's ministry calls CHM a "tremendous blessing"

Apr 22, 2024

Because of the financial support from fellow Christians, Elle was able to focus completely on her husband.

Christian Healthcare Ministries

3 Important Questions to Ask About My Estate

Jan 8, 2024

What questions do I ask when I'm trying to decide how to give the resources that God has entrusted to me?

Ron Blue

How Overspending Today Affects Tomorrow

Jan 1, 2024

The surprising result of today's overspending and how it leads to a lower lifestyle tomorrow.

Michael Blue

Emergency C-Section and Birth - Matt and Emily Stieger

Jan 25, 2024

Hear how God's miraculous healing and the faithful support of fellow believers carried them during this time.

Christian Healthcare Ministries

Shoes for Prisoners

Nov 20, 2023

How can someone who has so little be able to give so much? Watch this inspiring testimony of generosity.

Generous Giving

What is Mortgage Credit Life Insurance?

Nov 9, 2023

How to determine the benefits and options on this specific type of insurance to protect the liability on your assets.

Ron Blue

Three Ways Investors Evaluate Stocks

Nov 30, 2023

How do you decide if a stock will be a good investment?

Shaun Morgan

The Value of Work

Oct 23, 2023

Doing your job with excellence is one of the most significant ways to love your neighbor.

Robin John & Shaun Morgan