July 2016 E-Newsletter

July 2016 E-Newsletter

Dates To Remember JULY 4 - INDEPENDENCE DAY (OFFICE CLOSED) July 2016 Articles A Focus On Volatility LEARN MORE Family and Money LEARN MORE Online Security LEARN MORE The Brexit Vote LEARN MORE
The Brexit Vote And The Markets

The Brexit Vote And The Markets

An Update For Our Clients In Tactically Managed Fee Based Accounts In what was a surprise to the global financial markets, the people of Great Britain voted to divorce themselves from the European Union on June 24th. This was the major news of June, and the financial markets reacted dramatically based on emotions. Rest assured [...]
Online Security: Your Part In Keeping Your Accounts Safe

Online Security: Your Part In Keeping Your Accounts Safe

By Kirsten Otto Today we have the quickest easiest access to our financial information than ever before. It’s great! By logging in online, you can view financial information from your bank, credit card or investments on each company’s website. And, if you’ve set up your profile on our CIS Wealth Management System you can view [...]
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. [...]
June 2016 E-Newsletter

June 2016 E-Newsletter

Dates To Remember JUNE 19th - FATHER'S DAY Click below to read other articles from the CIS Wealth June 2016 Newsletter Market Emotions LEARN MORE Your Market Update LEARN MORE The 4 Uses of Money LEARN MORE Happy Father's Day LEARN MORE It's Vacation Time! LEARN MORE Family Arc LEARN MORE
Vacation Time is Here

Vacation Time is Here

By Bob Barber Summertime is here again and with it comes those family vacations. The greatest thing about family vacations is not necessarily where you go, but about building those lasting memories which are formed spending quality time together. Nothing can replace those experiences together as a family roasting hot dogs and making s'mores around [...]
FamilyArc

FamilyArc

By Bob Barber When we hear the word “legacy,” we often think of the material wealth that will be left to our children and grandchildren after we pass on. But I believe it’s much deeper than that. It’s also your beliefs, your values, your traditions, and heritage. It’s the stories, photographs, videos, and memories your [...]
Happy Father’s Day

Happy Father’s Day

By Bob Barber In 1966, President Lyndon Johnson declared the 3rd Sunday of every June as Father’s Day. This will be the second Father's Day that I will be without my dad since his passing, and I miss him. I was very fortunate to have a dad that loved the Lord and me unconditionally. My [...]
The 4 Uses of Money

The 4 Uses of Money

The use of money can seem very complicated at times. But really, it only has four basic uses: Live Balancing provision and protection (God's protection, my responsibility to provide) How much is enough?   Give Giving breaks the power of money   Owe (Debt & Taxes) Debt always mortgages in the future I owe taxes, [...]