By Bob Barber, CWS®, CKA® I find many people actually believing that high investment returns are one of the only ways to wealth, and for a very small minority, it is. but for the majority, high investment returns have little to do with obtaining wealth. Over my 37 years, I have studied the traits of [...]
December 20, 2021 Market Commentary Omicron Fears and the Federal Reserve. Possibly no “Santa Claus” rally! The stock markets are presently reacting negatively to three realities it now faces: Last week, the Federal Reserve indicated it will begin tapering its bond-buying program in 2022. This tapering has given the markets and the economy artificial stimulation [...]
December 7, 2021 Market Commentary As of last week, three-month trailing returns for most of the well-known stock indexes like the S&P 500, Dow, and Nasdaq were all basically flat, giving up all gains made in October and November. See more details below on our portfolios’ present positions. Our Biblically Responsible Portfolio Positions at this [...]
November 3, 2021 Market Commentary The Stock Markets rebounded strongly in October to recover its losses from September. On November 2nd, surprise news came out that the supposed contract between Hertz & Tesla for 100K vehicles was not a done deal. As expected, the Federal Reserve announced today it will soon begin reducing the pace [...]
October 4, 2021 Market Commentary The Stock Markets have been in a downward trend since September 2, 2021 with each low being lower than the one before and each high bouncing off the lows being lower than the high before. At the time I am writing this commentary the S&P 500 index is down over [...]
By Bob Barber I hope this commentary finds all of you doing well. A few of you have contacted me lately asking how it's going with our managed portfolios. To answer that question in a nutshell, we have been actively underweighting and overweighting the different sectors and asset classes that have been either oversold or [...]
By Bob Barber, CWS®, CKA® We have all been living with a lot of uncertainty over the past 12 months. The Coronavirus continues, the new administration’s socialist agenda and Biden’s numerous executive orders, continued massive borrowing and printing of money and what will be the short term and long term effects of all this borrowing, [...]
Just 2 years ago, having a financial advisor in a different state, or even city, was something that most people never considered. Why? The capabilities to video chat, email, and sign digitally have been available for many years, but most people had not been utilizing these technologies. The recent coronavirus restrictions changed all this and [...]
What is something fun that’s on everyone’s mind this time of year? Summer travel! Below, we have shared some great ideas, tips, and suggestions on how to get the biggest bang for your buck while traveling. We are not suggesting that every vacation should be on the cheap. Sometimes, we all enjoy splurging! However, where [...]
By Bob Barber, CWS®, CKA® According to many biblical scholars, there are over 1500 scriptures in God’s Word that have to do with money, possessions, and stewardship. Did you know that according to many scholars, Jesus spoke on stewardship more than heaven and hell combined? It’s hard to go to any book in the New [...]
