Markets Update and Strategies for CIS Wealth Managed Fee-Based Portfolios by Bob Barber I hope today finds you well as we continue to deal with a year for the history books. From the coronavirus, to the riots and political upheaval, to the record fires in the west and a number of hurricanes, to what is [...]
Shawn Peters is a Wealth Associate with CIS Wealth Management. Shawn has 5 years of experience in the financial industry, which includes portfolio and investment management, client and technology support, data reconciliation and analysis as well as acting as an Investment Advisor Representative and Financial Advisor. Shawn is currently studying to become a CERTIFIED FINANCIAL [...]
By Bob Barber, CWS® These commandments that I give you today are to be on your hearts. Impress them on your children. Talk about them when you sit at home and when you walk along the road, when you lie down and when you get up. Tie them as symbols on your hands and bind [...]
A Return to the Basics & What’s Important You intended to harm me, but God intended it for good to accomplish what is now being done, the saving of many lives. GENESIS 50:20 BEFORE COVID (BC) VS AFTER COVID (AC) BC - Buffets AC - Physical Health: less eating out & more rest BC - [...]
We’ve included a section from Bob’s Bible study, “Biblical Viewpoints of Money and Wealth”, on secular and biblical counsel. We encourage you to take a look, get out your Bible, and fill out the questions below! Plans fail for lack of counsel, but with many advisers they succeed. PROVERBS 15:22 What does Proverbs 15:22 say [...]
Since Kirsten went into the ministry, Bailey is the new Office Manager of CIS Wealth. Her responsibilities include ensuring the office runs efficiently, assisting Bob, handling bookkeeping & financial matters, managing office systems and operations, client services and coordinating workshops and events. Bailey and her husband, Dwight, recently moved to San Marcos, Texas to be [...]
By Bob Barber, CWS® Counterproductive - something that has the opposite of the intended affect or that goes against what you are trying to achieve. Polarization - division into two sharply contrasting groups or sets of opinions or beliefs at the same time. Adding one and taking away one = nothing Does being counterproductive, polarized, [...]
Bear markets cause panic as the sell off period causes people to believe it’s different this time and the markets will never come back. So, those who panic sell to those who know it’s NOT different, and it will come back. After bear markets, the markets have always gone on to new highs. What makes [...]
By Shawn McCammon Though it may be hard not to panic when the grocery store shelves are empty, the number of confirmed cases of COVID-19 keeps rising, and we see sobering statistics across the globe…we will not overcome this challenge with a panicked response. Nonetheless, there are certain things we all need to be doing [...]
God is ultimately in Control of Everything and it ALL belongs to Him (SEE PSALM 24:1) Self worth is associated with a relationship with Christ, not with net worth (SEE JOHN 3:16) Peace, Patience, Self Control, and Wisdom over Panic and Chaos (SEE GALATIANS 5:22-23) Contentment is in Christ, not the news, the stock markets, [...]
