This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber, Prepared on Nov 28th, 2023 The Bullet Points for December are: Year-End Tax Planning. Don’t wait! Year-end tax strategies and Charitable Giving [...]
This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber, Prepared on Oct 27th, 2023 The Bullet Points for November are: Markets have been consumed with the 10-year bond yield moving from [...]
This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber The Bullet Points for October are: The Stock markets are getting emotional again like a crying baby since the Federal Reserve indicated [...]
This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber This is the third month we're bringing "Financial Bullet Points" to you, our clients. These monthly 2-3 minute videos quickly cover the [...]
This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber This is the second month we're bringing "Financial Bullet Points" to you, our clients. These monthly 2-3 minute videos quickly cover the [...]
This is the first of a monthly communication we are starting with only clients of Christian Financial Advisors. This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber Starting this month, and [...]
Market Commentary Update & the Banking System This is Bob Barber of Christian Financial Advisors. Yesterday morning all our advisors met to discuss the markets and what is happening in the present banking system. I asked one of our advisors, Don VandeVanter, to write a commentary on this matter. Don is a CPA and has [...]
Emphasis: Fixed Income and Liquidity By Bob Barber and Shawn Peters With high-interest rates not seen in years and a very volatile stock market at this time, we are emphasizing our actively managed Ultra-conservative, Fixed-income Portfolio as an inflation hedge with NO stock market exposure and 100% daily liquidity with no surrender fees. Why such [...]
Market Commentary: 2022 Recap and 2023 Forward By Bob Barber and Shawn Peters As we begin 2023, we look back on 2022 and look forward to this new year. Last year was volatile for the stock markets as they entered into a Bear Market (a 20% decline from previous highs) in June. Today as I [...]
By Jenna Peters ‘Tis the season to be giving…especially now that it is the end of the year and some of you are wanting to hit that tax quota for giving and donations. Did you know that donating directly to non-profits is super important for more than just the reasons you think? I’m actually the [...]
