Several months ago we bought some baseball caps to give away with our company name and logo on them. On the weekends I usually wear mine on one of my weekly visits to Lowe’s, McCoy’s or Home Depot, or down in Rockport fishing. I’m constantly asked, and I quote, “What is Wealth Management?” CIS staff members are getting the same question when they wear their caps. It is not a simple answer. Wealth Management cannot easily be defined in just one sentence because it is so complex. (more…)
Almost weekly I speak with someone who believes diversification means using multiple financial advisory service firms to get a diversified portfolio. Upon further examination, I find that more often than not the exact opposite of this assumption is true. Let me explain. (more…)
As you get closer to the finish line of life, it’s important to start thinking about your wealth distribution in three different ways. (more…)
Real estate, cars, bank accounts, savings, investments, businesses, mineral rights (oil and gas, water), food, shelter, clothing, smart phones, electronics, computers, jewelry, art, collectibles, people/children that have been entrusted to our care, spouse, employees, animals, environment and the whole earth… (more…)
After prayer and asking God to reveal His word, read the following passages one at a time and pull out the words and phrases from each verse that either describes a Christian or secular believer’s viewpoint. In many passages just write the opposite meaning of the word. Example: life/death, faithfulness/adultery, giving/selfishness. From the passages below you should be able to make a list of at least twenty differences to help you to see and understand the spiritual battle we all experience daily between viewpoints. (more…)
Why do you believe that God’s word says it is more blessed to give than receive?
When we are giving, who are we most like?
Spiritual and physical needs walk hand in hand.
“Your” money is the Lord’s. You are its manager.
We are here to manage everything to glorify the OWNER.
NET worth should NOT determine YOUR worth.