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: 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 MoreInc. 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 MoreIn 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 MoreAssetMark Honors Kelly Famiglietta with Community Inspiration Award at Annual Gold Forum Conference
Feb 27, 2020
Mar 09, 2018 — AssetMark, Inc., a leading provider of innovative investment and consulting solutions serving financial advisors, today announced the six recipients of its…
Read MoreAssetMark Honors Adam Ciepiela with Community Inspiration Award at Annual Gold Forum Conference
Feb 27, 2020
February 28, 2017 — AssetMark, Inc., a leading provider of innovative investment and consulting solutions serving financial advisors, today announced the six recipients of its…
Read MoreKelly Famiglietta: Our Depth of Specialties
Jan 30, 2020
What makes Charles Stephen different? Whatever your financial need is, we can help. Charles Stephen offers a depth of multiple expertise, from estate planning to…
Read MoreMillennials and Investing: There’s More to It Than the Stock Market
Jan 02, 2020
Investing money solely for the purpose of retirement is an old way of thinking. With the drastic way retirement as a whole is changing, investments…
Read MorePersonal Investing
Dec 26, 2019
Do advisors invest differently than they tell their clients to? Adam Ciepiela says no. While he’s more comfortable with risk because he’s exposed to the…
Read MoreAdam Talks About the Importance of Client Relationships
Nov 20, 2019
At Charles Stephen, we are honored to have the opportunity to serve our clients, most of whom we’ve had for many, many years. Adam Ciepiela,…
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Retirement Newsletters
January 2018
Retirement Times Newsletter
January 2018
“Your Retirement Date”
February 2018
Retirement Times Newsletter
February 2018
“How Long Will Your Money Last?”
March 2018
Retirement Times Newsletter
March 2018
“Cryptocurrency 101”
April 2018
Retirement Times Newsletter
April 2018
“Tax Savers Credit Reminder”
May 2018
Retirement Times Newsletter
May 2018
“Rebalancing Your Portfolio”