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

Retirement Times Newsletters

Jul 30, 2020
Retirement Times – July 2020 Simple Secrets for Retirement Success Retirement Times – March 2020
Read More

Market Update Video Archive

Jul 31, 2020
Daily Market Update – July 27, 2020 Daily Market Update – July 16, 2020 Daily Market Update – July 14, 2020 Daily Market Update –…
Read More

Steve Ciepiela: Picking a Financial Planner

Jul 07, 2020
Steve Ciepiela believes that you should interview several financial advisors before picking ‘the one’. With such a personal decision, being nervous is normal, and it’s…
Read More

SEC Reg BI Update – June 30, 2020

Jul 02, 2020
It has been a busy few weeks in the regulatory world of financial services and we wanted to give you a quick overview of what…
Read More



Kelly Famiglietta: What Drives Me?

May 20, 2020
Having a healthy financial foundation is important to continue to grow financial health. Unfortunately, many people are not growing up in a healthy financial environment.…
Read More

Inc. Magazine has names Charles Stephen as a 2020 Best Workplaces

May 11, 2020
Inc. Magazine has named Charles Stephen as a 2020 Best Workplaces honoree. During this difficult time, Charles Stephen is especially honored to receive this recognition.…
Read More


In this time of market volatility, we are here for you.

Mar 12, 2020
It’s perfectly normal to be confused by what’s going on in the market today. Over the last two weeks the S&P 500 is down nearly…
Read More