This year to date and especially over the last 4-6 weeks the markets have acted in a way that can definitely play with one’s emotions. This chart is one we have been using for years that shows how emotions can cause a person to buy at the top of the markets and sell at the […]
Several months ago we bought some baseball caps to give away with our company name and logo on them. On the weekends I usually wear mine on one of my weekly visits to Lowe’s, McCoy’s or Home Depot, or down in Rockport fishing. I’m constantly asked, and I quote, “What is Wealth Management?” CIS staff […]
Almost weekly I speak with someone who believes diversification means using multiple financial advisory service firms to get a diversified portfolio. Upon further examination, I find that more often than not the exact opposite of this assumption is true. Let me explain.
Every day I meet with someone across from my desk who’s frustrated with the low interest rates C.D.’s are paying today on their savings. They remember the good old days not that long ago of when you were rewarded for having savings with interest rates of 5%-6% and you could live on the interest made […]
As you get closer to the finish line of life, it’s important to start thinking about your wealth distribution in three different ways.
It is estimated by many sources, that for the last few years approximately 10,000 Baby Boomers are retiring daily in our country. This is expected to continue for at least the next ten years.
An interesting chart showing investor credit balances correlated to market activity came across my desk a few days ago. I felt the need to share with all of you. Look closely and study.
The last few weeks we have discussed “why” we give, which I hope has challenged you both spiritually and emotionally. In Acts 20:35 Jesus is quoted as saying “it is more blessed to give than to receive”. God did not put us here just to take and consume. Giving leads to a victorious, abundant life […]
There is a story I love where a country boy says to farmer, who has some of the most beautiful land and crops he’s ever seen, “Look how God has blessed you with such a wonderful crop and beautiful land.” The farmer replies, “Yes, the Lord has blessed me indeed, but you should have seen […]