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

Steve Ciepiela Honored with the Erna S. Fergusson Award

Jan 17, 2016
From the UNM Alumni Association’s website: Stephen Ciepiela (BA ’77, MPA ’80) President of Charles Stephen, a firm he co-founded in 1983, Ciepiela is at…
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Happy New Year from Charles Stephen!

Jan 13, 2016
Happy New Year from Charles Stephen! Current Events You heard us at the end of 2015 discuss that 2016 would continue to have volatility; we…
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It’s The Most Wonderful Time Of The Year!

Dec 17, 2015
A friendly reminder to all: Our office will be closed on Wednesday, December 23, Thursday, December 24 and Friday, December 25 for Christmas. We will be…
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Holiday Open House!

Nov 09, 2015
You are invited to our annual Holiday Open House on Friday, December 4th from noon to 4 pm at our offices! Enjoy some traditional New…
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Charles Stephen is a BEST PLACE TO WORK!

Oct 20, 2015
Congratulations to our team! Charles Stephen has been honored as one of the 2015 “Best Places to Work” from Albuquerque Business First! We’re not sure…
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Our Face-lift is Complete!

Oct 13, 2015
The new office rennovations started on September 18, and wrapped up less than three weeks later. We couldn’t be more thrilled! You’ll find a new…
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What is a Roth 401(k)? Is It Right for Me?

Mar 25, 2015
Roth 401(k) Basics Elective deferral contributions to a traditional retirement plan are contributed on a pre-tax basis and help lower your current taxable income. Roth…
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Why Financial Planning is So Important

Apr 16, 2014
We can’t stress enough the importance of financial planning and what it could mean for your future. A financial plan provides you with a roadmap…
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Welcome to Our New Website

Aug 13, 2013
Welcome to the new Charles Stephen website, designed to help you understand who we are, what we do and how we can help you. The…
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