CIS Wealth hosted two workshops in March “Record Highs, Record Declines - Now What?” Our guest speaker, Pete Matter from tactical asset manager W.E. Donoghue explained tactical management and how the process works during times of market volatility like we’ve experienced recently. Bob Barber also talked about market trends and how we incorporate defensive tactical [...]
By Bob Barber, CWS® The first quarter of 2018 is now behind us, and what a wild ride it was! Don’t fret, the markets have done this many times before, only to go on and close at newer highs by the end of the year. “Volatility is the price of good returns” It is important [...]
Please Welcome Our New Client Service Associate, Teresa Joelson We are pleased to welcome Teresa Joelson as our newest team member at CIS Wealth Management Group! Teresa Joelson holds the Chartered Mutual Fund Counselor (CMFC®) designation and a Series 65 Uniform Investment Advisor registration. She has over 12 years of experience in the investment management [...]
Each year the Social Security Administration (SSA) publishes an annual fact sheet detailing changes to the Social Security program. The following changes will impact many working and retired Americans in 2018. 1. Full retirement age goes up Americans who will turn 62 in 2018 (born in 1956) will need to wait until age 66 and [...]
By Mary Jo Lyons, CFP® Clients often ask us “Exactly what is Wealth Management?”. Most don’t think of themselves as having wealth. Wealth Management is a concept advisors use to articulate the financial principles and strategies they use as they work with clients. Wealth management is a discipline that incorporates financial planning, investment management, tax [...]
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. [...]
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 [...]
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 [...]
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 [...]
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 [...]
