1. Account statement values reflect only current share values. If the share value is down, it does not mean your account has a realized loss. You still own the same amount of shares which will normally gain value again as the markets go back up. You only realize losses if you sell during a down [...]
As both Wealth Advisors and Certified Kingdom Advisors®, our role is to help people integrate their faith with their finances. During this unprecedented health and financial crisis, there is no better time to rely on our faith, even when it may be tested beyond measure. We don’t know the future, but remain confident that the [...]
By Bob Barber March brought an unexpected and unprecedented market adjustment created by fallout from the unexpected arrival and spread of the coronavirus. None of us know if the economy will have a “V shaped recovery” (it will go up as quickly as it went down) once we get past the Coronavirus, a “U shaped [...]
Listen to our podcast Christian Financial Perspectives! All our podcast episodes are available on iTunes, Spotify, Stitcher, GooglePlay, or our podcast website www.christianfinancialperspectives.com. There are over 65 episodes to choose from covering extensive topics with more being released biweekly. Some of the most popular episodes are: Loss Of A Spouse >> Sudden Wealth Syndrome >> [...]
The earth is the Lord’s, and everything in it, the world, and all who live in it. Psalm 24:1 (NIV) WHO WE ARE We are a values based and fiduciary driven firm offering financial planning & advice, retirement planning, and investment management. We use a comprehensive team approach consisting of Registered Investment Advisors and financial [...]
We are excited to announce that you can now text the team at CIS Wealth! As we continue to improve and develop our customer experience we have added another convenient way you can reach us. See the text numbers below to reach us. Please remember that any written requests to withdraw funds need to be [...]
Procrastination is the #1 reason for financial failure. Many find themselves in a vicious rotating cycle, as described below, of putting off financial matters that need to be done NOW. Could you be in this cycle? It’s January but we are just now getting over December, could we get this done in March? It’s March [...]
By Bob Barber, CWS®, CKA® A new year always gives us a fresh opportunity to accomplish the many things we have been meaning to do, but have been putting off. Do not feel alone, as we all tend to procrastinate when it comes to some things! It’s very easy to put off important things that [...]
Everyone Needs To Determine Their Financial Staying Power Some life transitions, such as a career change or marriage, are planned, but a job loss or divorce can be sudden and unexpected. One common thread that accompanies all transitions, however, is the concern about whether there will be enough money to maintain your lifestyle. The timing [...]
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 [...]
