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Personal Investing

Dec 26, 2019

Do advisors invest differently than they tell their clients to? Adam Ciepiela says no. While he’s more comfortable with risk because he’s exposed to the market every day, Adam gives the same advice to his clients that he would take when investing. Adam trusts the market’s “batting average.” Like everyone else, he has to carefully navigate his own bills and expenses. Charles Stephen is a great resource to help alleviate the stress of playing the market as you’re nearing retirement.

In an industry that demands trust and reliability, we are grateful to have developed such valuable relationships with you.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Charles Stephen & Company is not affiliated with Kestra IS or Kestra AS.