Several months ago we bought some baseball caps to give away with our company name and logo on them. On the weekends I usually wear mine on one of my weekly visits to Lowe’s, McCoy’s or Home Depot, or down in Rockport fishing. I’m constantly asked, and I quote, “What is Wealth Management?” CIS staff […]
It is estimated by many sources, that for the last few years approximately 10,000 Baby Boomers are retiring daily in our country. This is expected to continue for at least the next ten years.
Real estate, cars, bank accounts, savings, investments, businesses, mineral rights (oil and gas, water), food, shelter, clothing, smart phones, electronics, computers, jewelry, art, collectibles, people/children that have been entrusted to our care, spouse, employees, animals, environment and the whole earth…
Over the years, and in increasing numbers, I have had clients contact me about an opportunity they have received for a fixed indexed annuity. These annuities are heavily marketed by mail, radio programs, and through free seminars at steak houses as the one-size-fits-all financial product for retirement income. I decided to share this article because […]
The last major downturn in the markets was in 2008. Before that it was 2001/2002. If we repeat the 6-7 year cycle once again, could we be possibly in for another major market correction soon based on recent history? I hope not.
The last few weeks we have discussed “why” we give, which I hope has challenged you both spiritually and emotionally. In Acts 20:35 Jesus is quoted as saying “it is more blessed to give than to receive”. God did not put us here just to take and consume. Giving leads to a victorious, abundant life […]
Spiritual and physical needs walk hand in hand.
Last week I began a new series on Creative Giving and covered Part 1 of “Why do we give?” In this series I really want to challenge you to think differently about giving. Everything we have accumulated over the course of our lives can be used strategically for a positive impact now and after we’re […]