Market Commentary

Market Commentary

October was the second time this year and the fourth time over the past 3 years the markets have had what is considered a “correction” of 10% or more from peak to trough. Over the past 3 years corrections like this have occurred an average of every 9 months. The last “correction” was in February [...]
When Markets Hover

When Markets Hover

By Bob Barber, CWS® If you’re starting to get impatient with how the markets seem to be in a flat trading range since January, you may not realize that it’s normal many times for markets to hover around a certain range for extended periods of time every few years. Then unexpectedly, without notice, they will [...]
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. [...]
Investing With Your Values

Investing With Your Values

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 [...]
Comparing Your Investment Portfolio to the Stock Market

Comparing Your Investment Portfolio to the Stock Market

One of the commitments of CIS Wealth Management Group has been to make investment recommendations to each client which reflects their specific long term financial goals, investment temperament, allowance for market volatility, and risk tolerance. This means each client’s portfolio is tailored specifically to them, and will look dissimilar from their friend or neighbor’s who [...]
Athena’s Tips and Tidbits

Athena’s Tips and Tidbits

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 [...]