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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.


On the Business Side of Things

For starters, this newsletter is the first item to roll out of our new communications and marketing plan. It includes a new look and better content to provide our clients with information that is both educational and fun, and to give more insight into our company.  As we continue to roll out materials in the coming months, please feel free to provide feedback to help make it the best it can be.

Charles Stephen was named as an honoree “Best Places to Work” for the third year in a row by Albuquerque Business First.  We are proud of this award and wear it as a badge of honor.

In July, AssetMark, one of our largest providers for investment platforms to our clients, filed their IPO and became a public company. We tend to have reservations about public companies, as oftentimes priority will shift from doing what’s right by the customer to the bottom line. However, we feel confident about this change because we believe in the strength of their management and the company’s values. Transparency will be greater, and the partners of Charles Stephen have declined to purchase any stock, to avoid a conflict of interest.


Partner Updates

So, what have Steve, Kelly and Adam been up to? Conference season is beginning, and the next couple of months will be spent travelling to conference and investment meetings.

In cuter news, Steve welcomed his new granddaughter, Sydney, on June 1st, and has gone to visit her twice in Portland. He has fully recovered from his hip surgery and is back to golfing, fishing and walking.

Kelly was selected as one of two retirement plan advisors to represent New Mexico at a national conference to discuss the retirement landscape of our states’ leadership, taking place in Washington D.C. She is also getting ready to see her daughter, Tara, off to her freshman year at Grand Canyon University.

Adam celebrated his ten-year wedding anniversary with a ten-day trip to Europe, and his son Aiden turns five this August. He was also invited to be on the floor of the NYSE during AssetMark’s IPO day.


Save the Date

Our Annual Client Summer BBQ will take place September 5th. Get ready to jam out to some live blues music.

Our annual Holiday Open House will be held on December 11th.  Details to follow.