By Bob Barber, CWS® If you’re starting to get impatient with how the markets seem to be in a flat trading range since January, you may not realize that it’s normal many times for markets to hover around a certain range for extended periods of time every few years. Then unexpectedly, without notice, they will [...]
As you know, the security of client data is our top priority. And as part of our commitment to ensuring information is protected in today’s changing security landscape, we’re planning to make a few gradual changes to our clients’ Personal Financial Websites over time. Here’s what you need to know: The Connections on Personal Financial [...]
CIS Wealth staff had a great time visiting Palmetto State Park with clients living close to our New Braunfels location. We received a guided tour to better explore the beauty and rich history of the park. Also, we learned about the park’s roots with the Civilian Conservation Corps following The Great Depression. After our tour, [...]
By Jenna Barber Peters In our last newsletter, we spoke about Rachael’s cancer and her last visit to MD Anderson. As of January, the doctors had not found any of the original tumors or new growths. However, at her 6 month checkup, the original tumors had begun to appear again. As of now, the tumors [...]
By Mary Jo Lyons, CFP® Are you working on trying to get your financial life on track? To improve your financial fitness? Here are 10 micro changes you can make now that will add up over time. Most of these you won’t even feel. Most of these you already know but just aren’t executing on. [...]
For many Americans, the annual April tax filing deadline marks the end of tax discussions for the year. But that could be a mistake, especially in 2018. That’s because recent changes to the tax law under the Tax Cuts and Jobs Act of 2017 underscore the importance of ongoing planning to avoid surprises and take [...]
How Much is Enough? By Mary Jo Lyons, CFP® In the month of July, we come together as a nation to celebrate our country’s independence. In keeping with that theme, I couldn’t help but think about what it means to truly be independent. To me that implies financial independence. Financial independence can mean many different [...]
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 [...]
