Insights

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.


Insights

Kelly Famiglietta is a 2019 NAPA Top Woman Advisor

Nov 19, 2019
We are very proud to announce that Kelly has been honored as a 2019 NAPA Top Women Advisor! One of nearly 500 nominees, Kelly was asked…
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Steering Clear of Financial Catastrophe

Nov 15, 2019
For most people, money equals stress. Debt, retirement, savings, emergency funds and living expenses are all things that most Americans worry about and feel unprepared…
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Financial Planning 101

Oct 24, 2019
We all encounter financial questions as we go through life, and when that happens, it’s often best to pick up a phone and call an…
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What’s going on in the economy, anyway?

Oct 02, 2019
Fears of an upcoming recession in the US have popped up seemingly everywhere lately, with pundits announcing impending doom with uncanny certainty. The talking heads…
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The Investment Risk No One’s Ever Heard Of

Aug 21, 2019
Knowledgeable investors are aware that investing in the capital markets presents any number of risks—interest-rate risk, company risk, and market risk. Risk is an inseparable…
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Charles Stephen Quarterly Update

Aug 21, 2019
Hello! As August speeds past us and school begins, we wanted to take the time to share what’s been going on at Charles Stephen.  …
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Your 2019 Financial To-Do List

Nov 29, 2018
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2019? Now…
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Is Generation X Preparing Adequately for Retirement?

Nov 15, 2018
If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event…
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When a Windfall Comes Your Way

Oct 11, 2018
What do you do with big money? Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address…
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Taking a Loan from Your Retirement Plan = Bad Idea?

Oct 09, 2018
Why you should probably refrain from making this move. Thinking about borrowing money from your 401(k), 403(b), or 457 account? Think twice about that because…
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