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 [...]
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 [...]
Matthew 5:14 – You are the light of the world. A city set on a hill cannot be hidden. To reflect the above scripture, we have decided to change the name we are known by from ‘CIS Wealth Management’ to ‘Christian Financial Advisors’ to bring more clarity to the hundreds of people searching online daily […]
There is so much uncertainty today… The Coronavirus continues The new administration’s agenda and Biden’s numerous executive orders Continued massive borrowing of money to overcome the impact of the Coronavirus and how could this ultimately create high inflation and higher interest rates And then last week, out of nowhere, Reddit users manipulated the price of […]
State of the Company I hope this commentary finds you doing well as we all get settled into the new year. All the CIS staff is doing great and fortunately no one has gotten the coronavirus yet. We continue to be extremely careful by socially distancing ourselves from each other and fully utilizing online technologies [...]
Shawn Peters is a Wealth Associate with Christian Financial Advisors. Shawn has 5 years of experience in the financial industry, which includes portfolio and investment management, client and technology support, data reconciliation and analysis as well as acting as an Investment Advisor Representative and Financial Advisor. Shawn is currently studying to become a CERTIFIED FINANCIAL [...]
By Bob Barber, CWS® These commandments that I give you today are to be on your hearts. Impress them on your children. Talk about them when you sit at home and when you walk along the road, when you lie down and when you get up. Tie them as symbols on your hands and bind [...]
Since Kirsten went into the ministry, Bailey is the new Office Manager of Christian Financial Advisors. Her responsibilities include ensuring the office runs efficiently, assisting Bob, handling bookkeeping & financial matters, managing office systems and operations, client services and coordinating workshops and events. Bailey and her husband, Dwight, recently moved to San Marcos, Texas to [...]
By Bob Barber, CWS®, CKA® A new year always gives us a fresh opportunity to accomplish the many things we have been meaning to do, but have been putting off. Do not feel alone, as we all tend to procrastinate when it comes to some things! It’s very easy to put off important things that [...]
We are pleased to announce Mary Jo Lyons, Certified Financial Planner (CFP®), has joined Christian Financial Advisors as a Wealth Advisor to serve the Houston and Corpus Christi areas beginning June 1st. With over 20 years of experience in the investment industry and as a Certified Financial Planner (CFP®) since 2004, Mary Jo brings extensive [...]
We Are Closed Today
In observance of July 4th, the markets are closed today so we are unable to accept trades and transactions. Our offices are also closed to allow our staff time to be with their families. We will return to normal business hours on Tuesday, July 6th 2021. Thank you and God bless America!
