Account integration provides the capability to bring together ALL of your financial accounts and holdings in one place. Investment Banking Retirement Credit Cards Real Estate and more Instead of having to go to each separate bank account, credit card account, debit card account, savings account, and investment account on a daily or weekly basis, you [...]
Newly Upgraded and Easy to Use The new online profile homepage showcases your investment accounts and can show you your complete financial picture instantly. Read on for more information how this system can help you manage your finances at the click of a button (or tap of a screen)! We are happy to share that [...]
By Mary Jo Lyons, CFP® What does steward mean? stew·ard \ˈstü-ərd, st(y)u̇rd\ noun 1. a person who manages another’s property or financial affairs; one who administers anything as the agent of another or others. 2. a person who has charge of the household of another, buying or obtaining food, directing the servants, etc. verb 3. [...]
Christian Financial Advisors System Did you realize that you can check your account balances, access important documents and track your complete financial picture through the Christian Financial Advisors app on your smart phone or tablet? The CIS app gives you instant access to all this and more from anywhere. If you don’t already have the [...]
Bob My favorite summer activity is the same as a my wonderful wife’s, Rachael. We’ve been going to Keystone, Colorado for over 30 years now in the summer. Summer in the mountains means crisp cool mountain air, hiking numerous trails, mountain biking, fly fishing, fellowship with our Colorado clients and some time away from it [...]
Christian Financial Advisors Team Members Foster Kittens Through The Humane Society of the New Braunfels Area! By Jenna Barber-Peters Did you know that we are in the middle of kitten season? Because of the large amount of kittens entering local humane societies, foster homes are very important. Bob, Rachael, and I have been pulling up [...]
By Mary Jo Lyons, CFP® We have come so far, yet we still have miles to go. I am talking about the fight to end Alzheimer’s. It’s what most of us don’t want to think about, to talk about, and certainly don’t want to face. I am pleased that we are seeing more and more [...]
A Growing Team In our last newsletter, we welcomed Mary Jo Lyons to our team as a Wealth Advisor to serve the Houston and Corpus Christi area. We are very excited to be growing and expanding as we continue to serve our clients’ wealth management needs and help them have confidence in their future! Welcome [...]
In Order To Get There, You Have To Know Where You Are Going By Mary Jo Lyons, CFP® Would you take a road trip without a map or GPS? Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals – quite simply, it is a map [...]
The rise of automated “robo-investment” platforms—online services that use software programs to determine the user’s investment style and computer algorithms to manage and rebalance investment portfolios—have many investors wondering if this approach may be right for them. For certain investors, including young people just beginning to save, automated investment platforms can offer a lower-cost alternative [...]
