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 [...]
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 [...]
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 [...]
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 [...]
By Bob Barber, CWS® Proverbs 21:5 “The plans of the diligent lead to profit as surely as haste leads to poverty.” The Rule of 72 is a mathematical formula I think everyone needs to know and understand when it comes to investing. This rule is extremely powerful and can be used to determine how often [...]
We’ve included a section from Bob’s Bible study, “Biblical Viewpoints of Money and Wealth”, on secular and biblical counsel. We encourage you to take a look, get out your Bible, and fill out the questions below! Plans fail for lack of counsel, but with many advisers they succeed. PROVERBS 15:22 What does Proverbs 15:22 say [...]