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

Chairman & Leaders Top Producers Conference (photos!)

Jun 15, 2016
Our advisors, Steve Ciepiela and Adam Ciepiela, went to Kestra Financial’s Fusion Chairman & Leaders Top Producer conference at the beautiful Montage Deer Valley Resort…
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Put Savings (And Yourself) First With a Budget

Jun 03, 2016
Starting a budget is relatively easy; you can use a budgeting software, or simply jot down your income and expenses on paper. Before starting, however,…
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Prevent Social Media from Leading Thieves to Your Doorstep

May 24, 2016
John Solomon, Executive Vice President, Wealth Advisory As the class divide widens, modesty has become increasingly important to the wealthy. A recent study indicates nearly nine…
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Longevity Risk & Retirement Income

May 11, 2016
Many Americans do not realize that one of the greatest threats to their financial security in retirement may be the risk of outliving their money.…
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Disability Insurance Awareness Month

Disability Insurance Awareness Month!

May 03, 2016
It’s Disability Insurance Awareness Month! During the entire month of May we are joining with The Council for Disability Awareness to remind you about the…
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Paying Off Student Loans

Apr 28, 2016
Actively managing your debt is an important step, and your student debt may be one of the biggest financial obligations you have. There are many…
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Life Planning VS. Retirement Planning

Mar 30, 2016
LIFE PLANNING VS. RETIREMENT PLANNING March 21, 2016 In the past, the transition to retirement has been viewed solely as an economic event. As a…
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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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