Timothy Plan: Tax Time Is the Season When Christians Can Advance Their Biblically Responsible Investing Efforts

March 15, 2021

ORLANDO, Fla.— Shakespeare fans recognize the phrase “Beware the Ides of March” from his play, “Julius Caesar.” It was a phrase that foretold impending doom – and for many years it was just something that was bad for Caesar, who was assassinated by Brutus in the senate on that date, which corresponds to March 15 – the “ides” or middle of the month of March.

But for American taxpayers – from 1918 to 1954 – everyone took that phrase seriously, because March 15 used to be tax day – before it was changed to April 15. And with just a month to go until Tax Day on April 15, millions of Americans are poring over their receipts, statements and paychecks.

This is also a perfect time to reassess investments, says the Timothy Planfamily of biblically responsible mutual funds and ETFs.

For more than 25 years, Timothy Planhas lived by and promoted biblically responsible investing (BRI)—and, in fact, was the pioneer of the movement—while helping clients invest in a way that aligns with both their values and retirement goals. A foundational principle is that God owns everything, and Timothy Plan leaders are firmly committed to managing a mutual fund company with the integrity, excellence and wisdom that brings honor and glory to the Lord.

“Each year at tax time, faithful Americans can look back on their church and charitable giving in order to see where we have hopefully made an impact,” said Timothy Plan founder Art Ally. “From there, we can prayerfully consider if our giving is at the level it needs to be, and if we are contributing to organizations that are biblical and following God’s teachings.

“Likewise,” Ally added, “Christian and moral investors should also consider the most responsible and resourceful ways to invest their money. After all, all our resources belong to God. For example, many investors can open IRAs or 401(k) plans to glean tax benefits. And this can be done while remaining biblically responsible, too.”

When investing, you should consider the fund’s investment objectives, risks, charges and expenses. This and other important information can be found in the fund’s prospectus. To obtain a copy, visit timothyplan.com or call 800.846.7526. Read each prospectus carefully before investing or sending money.

To read more about Timothy Plan and access fund information, including the prospectus, fact sheets, performance, and holdings for each fund, go online: mutual funds at mutualfund.timothyplan.com and ETFs at etf.timothyplan.com. Mutual Funds distributed by Timothy Partners, Ltd., member FINRA. ETFs distributed by Foreside Fund Services, LLC, member FINRA & SIPC.  Timothy Partners, Ltd. is not affiliated with Foreside Fund Services, LLC.

For more information on Timothy Plan, visit timothyplan.com. View the media page for Timothy Plan here.


To interview Timothy Plan founder and president Art Ally, contact Nick DiFazio, 610.584.1096, ext. 104 or Deborah Hamilton, Media@HamiltonStrategies.com, 610.584.1096, ext. 102.