News & Resources

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.


News

What Are SEP IRA’s?

January 27, 2017
A simplified employee pension plan (SEP) is a deferred-compensation arrangement that is similar to a profit-sharing plan. Learn more about them!
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Evaluating Student Loan Financing

January 23, 2017
The only way to reduce the interest rates of your loans is refinancing with a bank or private lender.
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Steve Ciepiela Honored with the Erna S. Fergusson Award

January 17, 2017
We are excited to announce that our very own Steve Ciepiela has won the honorable UNM Alumni Association's Erna S. Fergusson award!
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Turning 30 and Getting Serious About Finances

January 13, 2017
This article profiles one hypothetical investor in order to highlight the benefits of beginning to pursue important financial goals as early as possible.
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Resources and Links

Welcome to our research center. We've compiled a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about relevant financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation and economic trends.

Investing

Retirement

Estates & Trusts

Cash Management

Tax Planning

Risk Management