Do You Have Brakes on Your Investment Portfolio?

Do You Have Brakes on Your Investment Portfolio?

Come learn about having brakes on your portfolio to possibly reduce losses in a runaway market using tactical investment management. Please join us for an informative evening. Feel free to invite a guest (or two!) to join you who could benefit from this information as well.* Guest Speaker: Pete Matter, CMFC Regional Vice President, W.E. [...]
Tax Updates and Information

Tax Updates and Information

The Tax Cuts and Jobs Act of 2017 ushered in a broad range of changes impacting virtually all American taxpayers. Along with rate adjustments across seven tax brackets, one of the biggest changes is the elimination of the personal exemption and the increase in the standard deduction, which has nearly doubled to $12,000 for single [...]
Dollar Cost Averaging

Dollar Cost Averaging

By Mary Jo Lyons Last year there was a lot written about dollar cost averaging, an old school investment strategy. What I have found is that many investors don’t really understand what it means. So I thought I’d provide an overview in our series on investment basics. What is it? Dollar cost averaging (DCA) is [...]
2017 Tax Document Information

2017 Tax Document Information

As we approach tax season, below is important information regarding the documents related to investment accounts with our firm. 1099s: For IRA and retirement account distributions done in the previous year, the 1099-R forms should be mailed out and available by January 31st each year. Please be aware that most taxable account 1099s and consolidated [...]
Update on Rachael

Update on Rachael

By Jenna Barber Peters Many of you may not know about Rachael’s recent health issues, but late last summer, she was diagnosed with cancer. After many scans, doctors visits, and consultations, Rachael made the decision to go to M.D. Anderson, one of the top cancer treatment centers in the world, for all of her medical [...]
Investing With Your Values

Investing With Your Values

What Is Values Based Investing? Values based investing integrates Biblical guidelines with an investment portfolio. This method looks for companies to invest in that are making a positive impact on our society, as well as applying screening processes to avoid those that do not. Helping Clients Make Informed Decisions CIS Wealth Management Group provides potential [...]