Latest Updates on Rachael

Latest Updates on Rachael

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 [...]
Micro Changes Add Up

Micro Changes Add Up

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. [...]
Tax Season is Over…or is it?

Tax Season is Over…or is it?

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 [...]
Financial Independence

Financial Independence

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 [...]
Our Market Workshop

Our Market Workshop

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 [...]
Staff Changes at CIS Wealth

Staff Changes at CIS Wealth

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 [...]
Wealth Management: What Does it Really Mean?

Wealth Management: What Does it Really Mean?

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 [...]
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. [...]