Staff Christmas Favorites

Staff Christmas Favorites

Bob Memory - This is a tie between Colorado sleigh rides, snow skiing, and Fondue with the Family at 11,000 feet in Keystone, Colorado, and Hawaiian Beaches and Luaus with the family Verse - Luke 2: 8-14 Movie - Tied between Christmas Vacation, A Christmas Story, & It’s a Wonderful Life Rachael Memory - Spending [...]
Are Setting Goals Important For 2021?

Are Setting Goals Important For 2021?

By Bob Barber, CWS® A famous Harvard Business School study from years ago found that: - 83% of the population does not have any clearly defined goals, much less financial. - 14% have goals, but they are not written down. - 3% of the population has goals that are written down. The study concluded that [...]
Markets Update and Strategies

Markets Update and Strategies

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 [...]
Meet Shawn

Meet Shawn

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 [...]