Tune into our new weekly podcast!
Each Monday we’ll post a new episode of our podcast “The Plan,” where we discuss how planning can help the journey through life’s rites of financial passage.
Season 2 Episode 14 | August 8 2022: Advisors’ Roundtable:
Our season 2 concludes with a roundtable of three Charles Stephen advisors: Kelly Famiglietta, Jonathan Stoner and Jeremy Aguilar. They discuss how COVID-19, the labor market, the war in Ukraine, and the upcoming midterm elections will all have an effect on how the market proceeds in the coming months.
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