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 […]
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 [...]
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® Counterproductive - something that has the opposite of the intended affect or that goes against what you are trying to achieve. Polarization - division into two sharply contrasting groups or sets of opinions or beliefs at the same time. Adding one and taking away one = nothing Does being counterproductive, polarized, [...]
By Mary Jo Lyons, CFP® A friend recently asked me “exactly how does the Bible address financial planning and investment management principles?” I provided a short summary of the principles below but my response was not as polished as it should have been. I vowed to be able to answer this in a more thoughtful [...]
Come learn about having brakes on your portfolio to possibly reduce losses in a runaway market using tactical investment management. Please join us for an informative evening. Feel free to invite a guest (or two!) to join you who could benefit from this information as well.* Guest Speaker: Pete Matter, CMFC Regional Vice President, W.E. [...]
What Is Values Based Investing? Values based investing integrates Biblical guidelines with an investment portfolio. This method looks for companies to invest in that are making a positive impact on our society, as well as applying screening processes to avoid those that do not. Helping Clients Make Informed Decisions Christian Financial Advisors provides potential and [...]
One of the commitments of Christian Financial Advisors has been to make investment recommendations to each client which reflects their specific long term financial goals, investment temperament, allowance for market volatility, and risk tolerance. This means each client’s portfolio is tailored specifically to them, and will look dissimilar from their friend or neighbor’s who has [...]
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 [...]
Investment Advisor VS Wealth Advisor People often view financial advice through a single lens, as investment advice. However, there’s a big difference between simply managing your investment portfolio (one aspect of your overall finances) and a holistic approach to coordinating your entire financial picture. Only a full-service, independent financial advisor provides the critical planning services [...]
