There’s An App For That!

There’s An App For That!

CIS Wealth Management System Did you realize that you can check your account balances, access important documents and track your complete financial picture through the CIS Wealth Management app on your smart phone or tablet? The CIS app gives you instant access to all this and more from anywhere. If you don’t already have the [...]
Staff Favorite Summer Activities

Staff Favorite Summer Activities

Bob My favorite summer activity is the same as a my wonderful wife’s, Rachael. We’ve been going to Keystone, Colorado for over 30 years now in the summer. Summer in the mountains means crisp cool mountain air, hiking numerous trails, mountain biking, fly fishing, fellowship with our Colorado clients and some time away from it [...]
Saving Kittens

Saving Kittens

CIS Wealth Team Members Foster Kittens Through The Humane Society of the New Braunfels Area! By Jenna Barber-Peters Did you know that we are in the middle of kitten season? Because of the large amount of kittens entering local humane societies, foster homes are very important. Bob, Rachael, and I have been pulling up our [...]
Welcome Kirby Tatum

Welcome Kirby Tatum

A Growing Team In our last newsletter, we welcomed Mary Jo Lyons to our team as a Wealth Advisor to serve the Houston and Corpus Christi area. We are very excited to be growing and expanding as we continue to serve our clients’ wealth management needs and help them have confidence in their future! Welcome [...]
Financial Advisor Vs Robo Investment Platform

Financial Advisor Vs Robo Investment Platform

The rise of automated “robo-investment” platforms—online services that use software programs to determine the user’s investment style and computer algorithms to manage and rebalance investment portfolios—have many investors wondering if this approach may be right for them. For certain investors, including young people just beginning to save, automated investment platforms can offer a lower-cost alternative [...]
Behind On Savings?

Behind On Savings?

It’s always best to retire with a comfortable cushion, but because of the tough economy and the volatile markets of the past few years, many Americans have had trouble saving enough. If you’re among them, you might consider the benefits of working a bit longer. The most obvious advantage is that it allows you to [...]
Are You Ready to Retire?

Are You Ready to Retire?

In a recent retirement planning study,* respondents were asked eight questions about retirement, including the estimated amount of savings they would need, what percentage of savings should be withdrawn each year, and how many years someone retiring at age 65 should expect to live in retirement. Not only did many miss the mark on these [...]