Market Update After being defensively positioned with low exposure to equities in our fee based tactically managed portfolios since July 2015, we finally returned to full exposure to the stock and bond markets last month. Our tactical exit strategy helped to protect our managed accounts from two major downturns that occurred in the stock markets [...]
Maybe. Maybe Not. By Bob Barber I’m reading a fantastic book right now called “The New Retirementality” that I learned about at a national Christian financial conference in Orlando, Florida. This book exposes a myth we have come to believe in America: when we obtain a certain age like 65, we should retire, and retirement [...]
As a certified Fit To Retire® coach I am here to help you with your planning and questions on your journey towards retirement. Our Fit To Retire® online assessment tool and “Readiness Roadmap” complements your overall retirement planning process. This tool covers five main areas of retirement success during the three phases of retirement. These [...]
The Messenger: Retirement Edition This month's newsletter is focused on those who are thinking about retiring, or are already retired. Philippians 2:3-4 Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves, not looking to your own interests but each of you to the interests of the others. The [...]
Bob presented a retirement focused Lunch and Learn to a dental group last month. We love educating and sharing financial principles! If you are interested in Christian Financial Advisors bringing a Lunch and Learn to your office, please contact us at 830-609-6986 to get yours scheduled. Check out our other March 2016 Newsletter Items: Kingdom [...]
One of Christian Financial Advisors’s core identities is offering Biblically Responsible Investments. eVALUEator® is a specialized tool that Christian Financial Advisors utilizes to check the morality of mutual funds, their holdings, and individual stocks. It is one of the best tools out there for screening investments according to Biblically and morally responsible values. If a [...]
Thursday, March 10, 2016 Join us for our first Habitat for Humanity volunteer day of 2016! On Thursday, March 10th you can help add the finishing touches to a home that will be dedicated and presented to a family that very evening! Painting, window cleaning, caulking, and clearing away are just a few of the [...]
We had a wonderful luncheon at the Barber’s home celebrating Valentine’s Day. There was a scrumptious spread and a lively game of Pictionary along with some good old-fashioned chatting. Thank you to all who joined us! [rev_slider alias="valentines-lunch-2016"] Check out our other March 2016 Newsletter Items: Kingdom Advisors Conference LEARN MORE Retirement Lunch and Learn [...]
On February 16th, the entire staff flew to Orlando, Florida, for the annual national Kingdom Advisors conference to join approximately 1000 financial advisors, pastors, and representatives of ministries, foundations and financial service companies. The conference was 3 days of financial education from a Biblical worldview, fellowship with like-minded believers, praise and worship, and hearing from [...]
Dates To Remember! HABITAT FOR HUMANITY VOLUNTEER DAY - MARCH 10, 2016 (OFFICE CLOSED 8AM-1PM)GOOD FRIDAY - FRIDAY, MARCH 25, 2016 (OFFICE CLOSED)RESURRECTION SUNDAY - MARCH 27, 2016 - "HE IS RISEN!" Kingdom Advisors Conference LEARN MORE eVALUEator® Analysis Tool LEARN MORE Habitat For Humanity Volunteer Day LEARN MORE Single Ladies Valentine's Lunch LEARN MORE [...]
