By Mary Jo Lyons, CFP® A friend recently asked me “exactly how does the Bible address financial planning and investment management principles?” I provided a short summary of the principles below but my response was not as polished as it should have been. I vowed to be able to answer this in a more thoughtful [...]
By Mary Jo Lyons, CFP® We had it right all along. Retirement to a life of leisure is not part of God’s plan. He called us to work, ideally with a sense of satisfaction and enjoyment. Leisure is a part of God’s plan but not the objective.There should be a relationship between work and leisure [...]
Protecting Assets, Estates and Legacy from a Highly Litigious & Entitlement Minded Society By Ron First | Founder & President of Christian Insurance Services [cINSURE] The mainstream insurance industry’s business model is a “numbers” approach; not an educational or advisory focus by any means. In addition, service by the giant insurance carriers is defined by [...]
What Is Values Based Investing? Values based investing integrates Biblical guidelines with an investment portfolio. This method looks for companies to invest in that are making a positive impact on our society, as well as applying screening processes to avoid those that do not. Helping Clients Make Informed Decisions CIS Wealth Management Group provides potential [...]
You May Be Able to Give More than You Ever Thought Possible I meet people everyday who say they have very little left to give to the ministries they care deeply about. It’s not that they don’t want to give more, but they have limited cash from which to give. There is a deep misunderstanding […]
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 [...]
The elections are upon us. It's hard to turn on a t.v., radio or look at anything on the internet without hearing opinions of which party, the democrats or republicans, are going to do a better job of running the country. One side is about the government knowing what is best for all of us, [...]
We All Have Different Gifts God gives all of us different gifts and strengths to help one another. Some of us are teachers, doctors, nurses, carpenters or mechanics. Others are architects, artists, entertainers, pastors, engineers or protectors (police, fire, military). While others are veterinarians, managers, leaders and everything in between. And let’s not forget about […]
Almost weekly I speak with someone who believes diversification means using multiple financial advisory service firms to get a diversified portfolio. Upon further examination, I find that more often than not the exact opposite of this assumption is true. Let me explain.
Father’s Day is a time to honor our dads, as well as I believe, the men who have been father figures to us. This is especially true for those whose biological father was never around, or lost in a tragedy.