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 7 | June 20, 2022: Equities 101: Stocks: Stocks and bonds are the twin pillars of the investors’ marketplace, discussed every hour of every day in financial media. But how much do we really know about these asset classes? In this second of two episodes called Equities 101, Charles Stephen founder Steve Ciepiela talks with The Plan host Mark Smith about what it actually means to own stocks — the exchanges, the indexes, and how to see the constant barrage of financial news in a broader context.
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.