Charles Stephen Financial Fifteen Video Archive
Mar 30, 2021
June 21, 2021
Summer weather is heating up, and so is the market. Adam Ciepiela discusses how the “quadruple witching” day on the previous Friday (the simultaneous expiration of U.S. options and futures contracts), combined with a recent Fed statement on inflation, provoked big new positions being taken by investors.
June 17, 2021
Kelly Famiglietta reflects on the new Juneteenth federal holiday, the Affordable Care Act surviving its probable last challenge at the Supreme Court, and the diminishing real world impact of otherwise wildly popular (on social media) of Reddit forums designed to impact stock prices.
June 14, 2021
Jonathan Stoner discusses the “global minimum tax” being discussed at the annual G7 summit and how that might reverberate throughout the American political system.
June 10, 20201
Adam Ciepiela reviews recent data compiled by Morgan Stanley showing actual inflationary figures (and historical comparisons), and what sectors are bouncing back as the economy continues to reopen post-Covid.
June 7, 2021
Steve Ciepiela encourages us to be cautious about terms used in the media, such as “market drop”, “duration” and “risk”; words that mean different things to different people.
June 3, 2021
Kelly Famiglietta discusses how our current recovery may not look like recoveries of the past because of how the massive Covid disruption has fundamentally altered parts of the economy.
May 20, 2021
You’ve saved; now it’s time to start withdrawing to comply with IRS rules about tax-free contributions to IRAs and 401(k) plans. Kelly Famiglietta talks about the importance of following the rules of Required Minimum Distributions and inherited IRAs.
May 17, 2021
As the Covid pandemic loosens its grip on consumer spending, Adam Ciepiela discusses how fund managers and professional investors are reassessing what industries may prove promising in an economic post-pandemic realignment.
May 13, 2021
Adam Ciepiela discusses the disappointing April jobs report, pointing to a number of factors that could be contributing to a tough hiring season for employers.
May 10, 2021
Steve Ciepiela points out that even though the markets as a whole were somewhat flat today, transportation stocks have been surging, further proof that global economic recovery from the pandemic is underway.
May 6, 2021
Spending by consumers and the government is the focus of Adam Ciepiela’s discussion today.
May 3, 2021
Jonathan Stoner takes advantage of a rather quiet day in the markets to delve into an exploration of “market capitalization” and how it determines the profiles of some of America’s biggest companies, and others not so well known.
April 29, 2021
With the announcement of President Biden’s American Families Plan, Kelly Famiglietta encourages clients to expect personal and corporate tax increases and to plan accordingly.
April 22, 2021
As the market drops 300 points, Adam points to the reaction to a possible capital gains tax increase as the culprit. He then discusses how capital gains are viewed and used by our political parties to bolster their agendas.
April 19, 2021
Jonathan Stoner discusses how annuities can be a smart alternative to cash in a low-interest rate environment.
April 15, 2021
Adam Ciepiela shares first quarter of 2021 investment insights from AssetMark, one of Charles Stephen’s third-party money managers.
April 8, 2021
Kelly Famiglietta, who heads the corporate retirement plan section of Charles Stephen, talks about how the lack of bipartisanship on Capitol Hill could affect reauthorization of the Secure Act of 2019.
April 5, 2021
After a brief overview of the markets, Jonathan Stoner explains the origins of the recent spike in the cost of lumber and how that is affecting home building and the larger economy.
April 1, 2021
Our founder Steve Ciepiela shows how a more complete picture of the market requires knowledge of the history and distinctions of all the stock market indexes — the Dow, S&P, NASDQ, and Steve’s personal favorite, the lesser-known Russell 2000, comprised of smaller capitalized U.S. companies.
March 29, 2021
Charles Stephen partner Kelly Famiglietta explains inflation: what it is and how it can positively or negatively affect certain parts of a portfolio. But, even with all the media coverage in the last week about inflation fears, Kelly takes the long view and shows how the current climate compares with the historic and harmful spikes of the past 50 years.
March 25, 2021
Adam Ciepiela discusses how, despite the economy suffering disruptions from Covid-19, GDP in the fourth quarter of 2020 was up over 4%. Travel-related stocks are up, from Boeing to hotel chains, in anticipation of vaccinated Americans gearing up for summer travel. The Fed signaled that it’s going to slow down its efforts to spur this healthy economy, while a ship blocking the Suez Canal reminds us of the fragility of global supply chains.
March 22, 2021
Jonathan Stoner discusses how Covid stimulus payments may affect individual tax returns this year. While the filing deadline has been extended, Jonathan urges our clients to make sure to adhere to payment deadlines and state filing dates which may not be extended. Jonathan also talks about the Federal Reserve’s response to the recent 6% growth in GDP.
March 18, 2021
Charles Stephen founder Steve Ciepiela talks about how the jump in 10-year Treasury bonds had a negative effect on growth stocks in the tech and energy sectors this week. Steve also points to the rising manufacturing index (highest since 1973) as another indication of a possible post-Covid boom many economists are predicting.
March 11, 2021
The volatile stock market continues to dominate the financial news, along with the forthcoming Covid stimulus bill. Adam Ciepiela discusses all this along with an article in The New York Times about wealth, longevity, and a life of purpose.
March 8, 2021
Charles Stephen partner Kelly Famiglietta reviews the economic impacts of the Covid stimulus bill being signed into law this week, and speaks with two special guests in honor of International Women’s Day.
March 4, 2021
Charles Stephen founder Steve Ciepiela discusses a “wow” day on Wall Street, where, despite seven other sectors being up, the heavily weighted tech sector brought the markets down. The Fed chairman addresses signs of inflation, indicating the beginning of a post-Covid boom.
March 1, 2021
Adam Ciepiela discusses big jumps in the Dow and NASDQ, and how developments in the federal stimulus package and advances in the COVID vaccine might affect the economy. Adam also gives a heads-up on tax documents for clients of Charles Stephen.
February 25, 2021
In this episode, Adam Ciepiela talks about the interplay between the spike in bond yields and their value on paper as reflected in your portfolio. Also, what’s driving the sell-off in tech stocks?