Christian Financial Advisors now offers corporate trustee services through a strategic relationship with Schwab*. You can protect your family’s financial legacy long after you are gone with a personal trust and appoint a corporate trustee for non-biased and professional management. What Are Some Benefits of Establishing a Personal Trust? A personal trust can provide a [...]
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 [...]
We are so pleased to share that this May marks the 15 year anniversary since Nathaniel Morris joined the CIS team! Nate has been such a blessing to our office, and our clients tell us the same thing. We appreciate his excellent work and dedication to taking care of our clients! Check out other articles [...]
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 [...]
Memorial Day is unofficially the day that kicks off summer! It is often confused with Veteran’s Day because of their military similarities. While Memorial Day is a time of remembrance of men and women who died while serving, Veteran’s Day celebrates all American military veterans who served - past, present, and future. People may only [...]
AdvisoryHQ, which reviews and ranks financial firms, has added Christian Financial Advisors to their top listings for the second year in a row. We were included specifically because of our services for the Christian community and our features of Biblically Responsible Investing, Comprehensive Services, and our Size and Experience. AdvisoryHQ developed a breakthrough “Top-Down Advisor [...]
Most high income earners lose the ability to take many tax deductions because the tax laws are tilted so unfairly toward them, contrary to popular opinion. The statement we’ve all been hearing from politicians and most media sources for years that the “wealthy don’t pay their fair share of taxes” can easily be disputed by [...]
Procrastination is, by far, the #1 reason for financial failure. Do not feel alone, as we all procrastinate! It is very easy to put off the things we need to do, especially when it comes to financial matters. We all have limited time and need to prioritize. Here is a list of 5 important financial [...]
It’s been almost 10 years since we have had a major bear market like 2008 or 2000 when the markets dropped over 35% in just one year. Unfortunately, history proves that bull market positive trends never last forever, and when they change course it can be very damaging to a portfolio for many years. Fortunately, [...]
HAPPY NEW YEAR FROM CHRISTIAN FINANCIAL ADVISORS As the new year comes into full swing, we have so many new articles for you in our Winter 2017 newsletter! As always, please do not hesitate to contact us if you have any questions about Christian Financial Advisors, a newsletter article, or just a general inquiry! Dates [...]
