Easy Financial Management
Are you using our Christian Financial Advisors System? As a client, this is your personal Christian Financial Advisors account consolidation system… and so much more. The Christian Financial Advisors System provides the capability to bring together ALL of your financial accounts and holdings in one place. Not only can you view your investment accounts with Christian Financial Advisors, you can connect any other bank, credit card, or financial account as well as store electronic copies of important documents in a digital vault. This system easily creates your entire financial picture in one secure location. With the information you enter you can also create financial reports. There is even a budgeting tool to track and control your expenses. To get started, or if you’ve set up your profile and you need help to use the system to its fullest, contact our office at 830-609-6986 and ask for Kirsten Otto.
Click here for more information on the Christian Financial Advisors System
Click below to read other articles from the Christian Financial Advisors August 2016 Newsletter
College Savings Plans
Rules for Withdrawals from 529 Higher Education Savings Plans and Coverdell Educational Savings Accounts (ESA).
Stock & Bond Market Strategies
If you have been an investor for at least 10 years and you have a buy and hold investment portfolio, now may be the time to get tactical.
Which Staff Do These Grad Photos Belong To?
Take a closer look at these highschool graduation photos to see if you can guess which Christian Financial Advisors staff they belong to!
Making Your Grad’s Dorm More Like Home
Advice for the recent grad in your life on making their dorm space a home away from home when they go off to college!
The views expressed represent the opinion of Christian Financial Advisors®. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Christian Financial Advisors® believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Past performance is not indicative of future results. For any discussion of equity securities: Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. For any discussion of taxes: Christian Financial Advisors® does not provide tax advice and encourages you to seek guidance from a tax professional.