• 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’ve had a whole slate of subjects we discussed through the summer from marriage to social security to the special concerns of women in financial planning. We hope you’ll listen! Episode 2.14: Advisors’ Roundtable: Our season 2 concludes with a roundtable of three Charles Stephen advisors: Kelly Famiglietta, Jonathan Stoner and Jeremy Aguilar. They discuss how COVID-19, the labor market, the war in Ukraine, and the upcoming midterm elections will all have an effect on how the market proceeds in the coming months.
For previous episodes, visit our Insights Page