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. [...]
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 [...]
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 [...]
Procrastination is, by far, the #1 reason for financial failure. Do not feel alone, as we all procrastinate! It is very easy to put off the things we need to do, especially when it comes to financial matters. We all have limited time and need to prioritize. Here is a list of 5 important financial [...]
It’s been almost 10 years since we have had a major bear market like 2008 or 2000 when the markets dropped over 35% in just one year. Unfortunately, history proves that bull market positive trends never last forever, and when they change course it can be very damaging to a portfolio for many years. Fortunately, [...]
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 [...]
It's Supply and Demand By Bob Barber Texans who have lived here a long time (my family has been here six generations) know that ever since they can remember, oil has played a large part in our economy. It's hard to drive in any direction in Texas for an hour or two without passing a [...]
We offer many different investment options to choose from for all our clients and work hard to tailor the most appropriate portfolio strategies for each individual situation. Unlike other firms, we don’t use the “one size fits all” approach with just a few choices. From setting up a savings account to planning for a child [...]
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, [...]
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 […]
