Secular and Biblical Counsel

Secular and Biblical Counsel

We’ve included a section from Bob’s Bible study, “Biblical Viewpoints of Money and Wealth”, on secular and biblical counsel. We encourage you to take a look, get out your Bible, and fill out the questions below! Plans fail for lack of counsel, but with many advisers they succeed. PROVERBS 15:22 What does Proverbs 15:22 say [...]
Voting Right, Investing Left

Voting Right, Investing Left

By Bob Barber, CWS® Counterproductive - something that has the opposite of the intended affect or that goes against what you are trying to achieve. Polarization - division into two sharply contrasting groups or sets of opinions or beliefs at the same time. Adding one and taking away one = nothing Does being counterproductive, polarized, [...]
It’s In There

It’s In There

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 [...]
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 [...]
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 [...]
Investment Management

Investment Management

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 [...]
Biblically Responsible Investing – Just Like Voting

Biblically Responsible Investing – Just Like Voting

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, [...]
Frustrated with C.D. Rates?

Frustrated with C.D. Rates?

Every day I meet with someone across from my desk who’s frustrated with the low interest rates C.D.’s are paying today on their savings. They remember the good old days not that long ago of when you were rewarded for having savings with interest rates of 5%-6% and you could live on the interest made […]

Guaranteed Retirement Income For Life

Guaranteed Retirement Income For Life

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.

How Are You Doing With The Little Things?

How Are You Doing With The Little Things?

There is a story I love where a country boy says to farmer, who has some of the most beautiful land and crops he’s ever seen, “Look how God has blessed you with such a wonderful crop and beautiful land.” The farmer replies, “Yes, the Lord has blessed me indeed, but you should have seen […]