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.


The 1983 - Charles Stephen Quarterly Newsletter (Q2)

June 16, 2016
Check out Charles Stephen's 2nd Quarter newsletter!
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Chairman & Leaders Top Producers Conference (photos!)

June 15, 2016
Check out some exciting photos from the conference our advisors attended!
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How Student Loans Impact Your Credit

June 09, 2016
If you've finished college within the last few years, chances are you're paying off your student loans. What happens with your student loans now that they've entered repayment status will have a significant impact--positive or negative--on your credit history and credit score.
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Put Savings (And Yourself) First With a Budget

June 03, 2016
Personal savings are essential to ensure a comfortable future. Learn how to track monthly expenses with a budget and potentially free up cash for saving. If you find it hard to save, it may be time to create a budget. A budget lets you track where your money goes and can help you free up cash for savings and long-term goals.
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Prevent Social Media from Leading Thieves to Your Doorstep

May 24, 2016
John Solomon, Executive Vice President Wealth Advisory for Brinker Capital, discusses the importance of managing your family's online security and presence.
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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


Retirement Newsletters & Memos

Estates & Trusts

Cash Management

Tax Planning

Risk Management