Several months ago we bought some baseball caps to give away with our company name and logo on them. On the weekends I usually wear mine on one of my weekly visits to Lowe’s, McCoy’s or Home Depot, or down in Rockport fishing. I’m constantly asked, and I quote, “What is Wealth Management?” CIS staff […]
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 […]
As you get closer to the finish line of life, it’s important to start thinking about your wealth distribution in three different ways.
Real estate, cars, bank accounts, savings, investments, businesses, mineral rights (oil and gas, water), food, shelter, clothing, smart phones, electronics, computers, jewelry, art, collectibles, people/children that have been entrusted to our care, spouse, employees, animals, environment and the whole earth…
Why do you believe that God’s word says it is more blessed to give than receive? When we are giving, who are we most like?
Over the years, and in increasing numbers, I have had clients contact me about an opportunity they have received for a fixed indexed annuity. These annuities are heavily marketed by mail, radio programs, and through free seminars at steak houses as the one-size-fits-all financial product for retirement income. I decided to share this article because […]
Spiritual and physical needs walk hand in hand.
“Your” money is the Lord’s. You are its manager.
We are here to manage everything to glorify the OWNER.
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 […]