By Bob Barber, CWS® Psalm 24:1 The earth is the Lord’s and everything in it, the world and all who live in it. 2 Corinthians 6:17a Therefore, “Come out from them and be separate,” says the Lord. At CIS Wealth, we believe that everything is the Lord’s, including our possessions. We use these two scriptures [...]
Protecting Assets, Estates and Legacy from a Highly Litigious & Entitlement Minded Society By Ron First | Founder & President of Christian Insurance Services [cINSURE] The mainstream insurance industry’s business model is a “numbers” approach; not an educational or advisory focus by any means. In addition, service by the giant insurance carriers is defined by [...]
A common misconception about legacy planning is that only the very wealthy leave legacies, but nothing could be further from the truth. That’s because your legacy is about far more than the money or assets you leave to loved ones or the organizations you support. It’s also about the family history, values and traditions you [...]
We are pleased to announce that we now have a branch office location for the convenience of our San Antonio clients and prospective clients. Meetings are available by appointment only on select days. To set an appointment with an advisor in San Antonio, call our office at 830-609-6986. Spread the word and let your San [...]
Our New Podcast “Christian Financial Perspectives” We’ve had clients ask us consistently over the years if Bob would ever bring back his radio program, “Christian Investors Daily”, which he produced for over 8 years. Guess what? We’ve decided to bring back the great content our clients miss but in a modern format! Introducing “Christian Financial [...]
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 [...]
As you know, the security of client data is our top priority. And as part of our commitment to ensuring information is protected in today’s changing security landscape, we’re planning to make a few gradual changes to our clients’ Personal Financial Websites over time. Here’s what you need to know: The Connections on Personal Financial [...]
CIS Wealth staff had a great time visiting Palmetto State Park with clients living close to our New Braunfels location. We received a guided tour to better explore the beauty and rich history of the park. Also, we learned about the park’s roots with the Civilian Conservation Corps following The Great Depression. After our tour, [...]
By Jenna Barber Peters In our last newsletter, we spoke about Rachael’s cancer and her last visit to MD Anderson. As of January, the doctors had not found any of the original tumors or new growths. However, at her 6 month checkup, the original tumors had begun to appear again. As of now, the tumors [...]
By Mary Jo Lyons, CFP® Are you working on trying to get your financial life on track? To improve your financial fitness? Here are 10 micro changes you can make now that will add up over time. Most of these you won’t even feel. Most of these you already know but just aren’t executing on. [...]
