State of the Company I hope this commentary finds you doing well as we all get settled into the new year. All the CIS staff is doing great and fortunately no one has gotten the coronavirus yet. We continue to be extremely careful by socially distancing ourselves from each other and fully utilizing online technologies [...]
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 [...]
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®, CKA® A new year always gives us a fresh opportunity to accomplish the many things we have been meaning to do, but have been putting off. Do not feel alone, as we all tend to procrastinate when it comes to some things! It’s very easy to put off important things that [...]
We are pleased to announce Mary Jo Lyons, Certified Financial Planner (CFP®), has joined CIS Wealth as a Wealth Advisor to serve the Houston and Corpus Christi areas beginning June 1st. With over 20 years of experience in the investment industry and as a Certified Financial Planner (CFP®) since 2004, Mary Jo brings extensive expertise [...]
Investment Advisor VS Wealth Advisor People often view financial advice through a single lens, as investment advice. However, there’s a big difference between simply managing your investment portfolio (one aspect of your overall finances) and a holistic approach to coordinating your entire financial picture. Only a full-service, independent financial advisor provides the critical planning services [...]
BRI Lab Report I know most of you may think BRI stands for “Barking Really Impressively” (I sure did before the humans sat me down and trained me on Biblically Responsible Investing, also known as BRI). In a tailwag, it allows Christians to invest their money according to their beliefs. This means that Christian financial [...]
Are you planning to retire within the next 5 years? Will you need to decide between a lump sum payout or a monthly pension amount? Do you worry if you’ll outlive your current retirement savings and if you have enough? Do you wonder what you’ll do with the time you’ll gain once you retire from [...]
This year to date and especially over the last 4-6 weeks the markets have acted in a way that can definitely play with one’s emotions. This chart is one we have been using for years that shows how emotions can cause a person to buy at the top of the markets and sell at the […]
