We recently passed our 1 year anniversary of producing our weekly podcast “Christian Financial Perspectives”. As a financial advisor with the heart of a teacher, I'm always looking for ways to share what I've learned over the past 35 years in business. As I began listening to different podcasts a few years ago on my [...]
Our podcast continues to be released weekly with content created with you in mind! All our podcast episodes are available on our podcast website www.christianfinancialperspectives.com. You can listen to “Christian Financial Perspectives” anytime on any iPhone, Android, or smart phone while driving, exercising, cooking, or performing virtually any activity! Here are some of our episodes. [...]
One crucial component to building a personally appropriate financial portfolio is making sure your investment risk tolerance matches the correct portfolio structure. Do you know your investment risk tolerance and understand how it fits into structuring an investment portfolio to match your true goals? We are able to use a Risk Score to further analyze [...]
By Mary Jo Lyons, CFP®, CKA® Don’t turn your back on wisdom, for she will protect you. Love her, and she will guard you. Proverbs 4:6 A common goal for many parents and grandparents is for their children and grandchildren to learn how to master their money and not have money master them. Leaving a [...]
Would you take a road trip without a map or GPS? Financial planning is the process of wisely managing your finances to help you achieve your dreams and goals – quite simply, a map to help get you to the financial future you desire. And just like maps and GPS data has to be updated [...]
- About the Book - Biblical Viewpoints of Money and Wealth is an introductory Bible study by Bob Barber about stewardship. It can be done individually or as a couple over 7 days or in a small group setting over 7 weeks. This scripture extensive study explores God’s design for money, stewardship, and creating a [...]
Our podcast continues to be released weekly with content created with you in mind! Some of our most popular episodes so far are: The 10 Uses of Money What is Wealth Management? The Real Yield of Residential Real Estate Now you can listen to our program on two Radio Stations also! KSLR 630 AM The [...]
It’s been a while since we’ve welcomed babies into the CIS Wealth family, but we are excited to announce a new member of the CIS Wealth family - Rhonan Stark Peters. Rhonan was born to Shawn & Jenna Peters at St. David’s Hospital in Austin at 5:34am on November 21, 2018 (he shares a birthday [...]
We are pleased to welcome Tiffany Baer as our newest team member at CIS Wealth Management Group! Tiffany is the Relationship Associate with CIS Wealth. Her responsibilities include supporting the Wealth Advisors with data aggregation and analysis, as well as client communication. Tiffany holds a bachelor degree in Business Administration and Accounting. She is also [...]
We had a great time celebrating the Christmas season with our clients in December. From cookie decorating, a wacky photo booth, trivia and a delicious meal - fun was had throughout the night. We appreciate our clients and were happy to share a fun evening with some of you! CHECK OUT THESE OTHER AREAS OF [...]
