Are Setting Goals Important For 2021?

Are Setting Goals Important For 2021?

By Bob Barber, CWS® A famous Harvard Business School study from years ago found that: - 83% of the population does not have any clearly defined goals, much less financial. - 14% have goals, but they are not written down. - 3% of the population has goals that are written down. The study concluded that [...]
Understanding Investment Risk

Understanding Investment Risk

By Bob Barber, CWS® 2 Timothy 1:7 “For God gave us a spirit not of fear but of power and love and self-control.” Life is full of risk. Every time we get into a car to go somewhere there is a RISK. Moving to a different city there is a RISK. Changing jobs for hopefully [...]
Elections, Uncertainty, and the Markets

Elections, Uncertainty, and the Markets

By Bob Barber, CWS® We have received many calls over the past few weeks concerning the elections. At this point, we are still waiting to see what will happen with the control of the senate. If the senate can maintain republican control, this creates “gridlock” in the government, which is typically what the markets like, [...]
Markets Update and Strategies

Markets Update and Strategies

Markets Update and Strategies for Christian Financial Advisors Managed Fee-Based Portfolios by Bob Barber I hope today finds you well as we continue to deal with a year for the history books. From the coronavirus, to the riots and political upheaval, to the record fires in the west and a number of hurricanes, to what [...]
Meet Shawn

Meet Shawn

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 [...]
Secular and Biblical Counsel

Secular and Biblical Counsel

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 [...]