News & Resources

We'll help you stay informed about issues that are important to you.

Knowledge is the key to success. With that in mind, we built an online library of the most pertinent information. Here you can stay up to date on news and other information that could affect your income, your business or your retirement plan.


News

The Retirement Mindgame

February 20, 2018
Your outlook may influence your financial outcome.
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Keeping This Correction in Perspective

February 13, 2018
After 20 months of relative calm, this volatility needs to be taken in stride.
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The Dow Dropped. Do Not Drop Out of the Market.

February 09, 2018
Last Monday’s plunge was hardly the disaster that some media outlets claimed.
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What Do You Have In Reserve for 2018?

January 31, 2018
Build your emergency fund this year. Estimates vary, but the short answer to this question is “not enough.”
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Tax Deductions Gone in 2018

January 29, 2018
What standbys did tax reforms eliminate?
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Resources and Links

Welcome to our research center. We've compiled a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about relevant financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation and economic trends.


Steve Ciepiela, President of Charles Stephen, offers a unique perspective on best practices for successful business succession planning. In 2004, Steve's business partner of twenty-one years suffered a brain aneurysm while on vacation. When A Partner Dies is a very personal account of losing a close friend and walking through the process of what happens when a business partner dies. From hiring a grief counselor for the office staff, to working with the CPAs and attorneys, to communicating with the families, Steve offers a unique perspective on best practices for successful business succession planning. Click the link below to read it.

When A Partner Dies


Investing

Retirement Newsletters & Memos

Estates & Trusts

Cash Management

Tax Planning

Risk Management