A Focus on Volatility: The Price of Growth

A Focus on Volatility: The Price of Growth

By Bob Barber Over the past few years, stocks and bonds have seen a tremendous amount of day-to-day and month-to-month volatility. Volatility is the price an investor has to be willing to pay if they want long term growth, but many investors don’t realize, or forget this, when they actually experience volatility in their portfolio. [...]

The Value of Being a Client of CIS Wealth

Did you realize if you have a fee based managed account with CIS Wealth and are paying our annual advisory fee, you also have access to more services for no additional charge? Below is a list of these services: A personal, comprehensive, mobile friendly website, that integrates your complete financial picture in one secure location [...]

Ideas for Mother’s Day

By Kirsten Otto Looking for ideas to tell your mom “I Love You” this Mother’s Day? How about doing something unique and different from the standard card and flowers? What about giving toward a water well in an African village as a reminder of your mom’s provision for you growing up? Sponsor a child in [...]

Thanks for Sharing!

We Love to Hear From You! We sent out a short survey by email to learn how we are achieving our goals communicating with our clients. Thank you to all who responded! We will be using your responses to see how we can improve and serve you to the best of our ability. If you [...]

Remembering Memorial Day

Photo by Karen Klasi & can be found on karenklasiwrites.com “On May 1, 1865, freed slaves gathered in Charleston, South Carolina to commemorate the death of Union soldiers and the end of the American Civil War. Three years later, General John Logan issued a special order that May 30, 1868 be observed as Decoration Day, [...]

Give the Gift of a College Education

The month of May is an exciting time of many celebrations. Mother’s Day, Memorial Day, and for many, Graduation Day for a child or grandchild from high school or college. Do you have children or grandchildren not in college yet? One of the nicest things you can give them is the gift of a college [...]

Why We Can’t Text You

There is no denying text messaging is now a mainstream communication method, even in the business world. We have had more and more clients asking us to text information or reminders for appointments. While we’d love to say “Sure! Absolutely!”, we can’t. The investment industry is one of the most regulated industries in the U.S. [...]
May 2016 E-Newsletter

May 2016 E-Newsletter

Dates To Remember MAY 5, 2016 - NATIONAL DAY OF PRAYERMAY 8, 2016 - MOTHER'S DAYMAY 30, 2016 - MEMORIAL DAY - OFFICE CLOSED Click below to read other articles from the CIS Wealth May 2016 Newsletter Value of Being a CIS Wealth Client LEARN MORE Why We Can't Text You LEARN MORE The Gift of [...]
Retirement Lunch and Learn

Retirement Lunch and Learn

Bob presented a retirement focused Lunch and Learn to a dental group last month. We love educating and sharing financial principles! If you are interested in CIS Wealth bringing a Lunch and Learn to your office, please contact us at 830-609-6986 to get yours scheduled. Check out our other March 2016 Newsletter Items: Kingdom Advisors [...]
Single Ladies Valentine’s Luncheon

Single Ladies Valentine’s Luncheon

We had a wonderful luncheon at the Barber’s home celebrating Valentine’s Day. There was a scrumptious spread and a lively game of Pictionary along with some good old-fashioned chatting. Thank you to all who joined us! var htmlDiv = document.getElementById("rs-plugin-settings-inline-css"); var htmlDivCss=""; if(htmlDiv) { htmlDiv.innerHTML = htmlDiv.innerHTML + htmlDivCss; } else{ var htmlDiv = document.createElement("div"); [...]