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 [...]
My good friend Steve Ally, who was integral in the formation of America's first Biblically based mutual fund, The Timothy Plan, died on September 26, 2019 at the age of 55 after a long battle with cancer. Many of you met Steve over the past 25 years when he came multiple times to our area [...]
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 [...]
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 [...]
By Bob Barber, CWS® The first quarter of 2018 is now behind us, and what a wild ride it was! Don’t fret, the markets have done this many times before, only to go on and close at newer highs by the end of the year. “Volatility is the price of good returns” It is important [...]
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, [...]
