• The best way to ensure your family's financial future is to plan for it.
  • Don't just build a retirement plan. Build a legacy.
  • My stock tip of the day is don't listen to stock tips of the day.
  • Retirement is a destination. If you want to get there, you need a guide.
We’re into the second season of our podcast! Season 2 of our weekly podcast started May 9, and we’ll have a whole slate of subjects to discuss through the summer from marriage to social security to the special concerns of women in financial planning. We hope you’ll listen! Episode 2.7: Equities 101: Stocks:  Stocks and bonds are the twin pillars of the investors’ marketplace, discussed every hour of every day in financial media. But how much do we really know about these asset classes?  In this second of two episodes called Equities 101, Charles Stephen founder Steve Ciepiela talks with The Plan host Mark Smith about what it actually means to own stocks — the exchanges, the indexes, and how to see the constant barrage of financial news in a broader context.
For previous episodes, visit our Insights Page